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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

367 hedge funds and large institutions have $3.21B invested in Invesco S&P MidCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 147 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+108
Holders Change %
+41.7%
% of All Funds
4.89%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.17%
New
134
Increased
147
Reduced
44
Closed
18
Calls
$148K
Puts
$86K
Net Calls
+$62K
Net Calls Change
-$11K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$459M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$390M
3
CCMG
Clark Capital Management Group
Pennsylvania
$131M
4
LPL Financial
LPL Financial
California
$331M
5
Morgan Stanley
Morgan Stanley
New York
$209M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$0
2
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.15M
4
KAS
Kestra Advisory Services
Texas
$7.52M
5
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FS
201
Ferguson Shapiro
Georgia
$546K +$546K +4,416 New
LFA
202
Longview Financial Advisors
Alabama
$540K -$988 -8 -0.2%
EWM
203
EPG Wealth Management
Georgia
$538K +$494 +4 +0.1%
BCM
204
Barometer Capital Management
Ontario, Canada
$524K -$171K -1,500 -25%
D.E. Shaw & Co
205
D.E. Shaw & Co
New York
$509K +$509K +4,121 New
AFG
206
Atomi Financial Group
New York
$499K +$499K +4,036 New
MWM
207
Mascagni Wealth Management
Mississippi
$492K +$492K +4,326 New
PHWM
208
Pine Harbor Wealth Management
Maryland
$476K – – –
AFA
209
American Financial Advisors
Georgia
$475K – – –
LSA
210
Lion Street Advisors
Texas
$475K +$269K +2,179 +131%
Citadel Advisors
211
Citadel Advisors
Florida
$471K -$324K -2,622 -41%
MWM
212
MY Wealth Management
Maryland
$463K +$26.1K +211 +6%
TGAM
213
TBH Global Asset Management
Tennessee
$450K +$2.84K +23 +0.6%
AFS
214
AFG Fiduciary Services
Massachusetts
$450K – – –
TVAMP
215
Tennessee Valley Asset Management Partners
Tennessee
$448K -$37.3K -302 -8%
BCA
216
Bay Colony Advisors
Massachusetts
$445K +$445K +3,603 New
BAMG
217
Brand Asset Management Group
Missouri
$445K +$247 +2 +0.1%
Mercer Global Advisors
218
Mercer Global Advisors
Colorado
$444K +$109K +884 +33%
HP
219
Holistic Planning
Texas
$432K +$432K +3,500 New
YIH
220
Y-Intercept (HK)
Hong Kong
$432K -$359K -2,910 -45%
SG
221
StoneX Group
New York
$428K +$428K +3,468 New
WA
222
Whipplewood Advisors
Colorado
$422K +$422K +3,416 New
KIM
223
Kane Investment Management
California
$420K +$420K +3,397 New
P
224
&Partners
Tennessee
$416K +$59.1K +469 +17%
Deutsche Bank
225
Deutsche Bank
Germany
$405K +$126K +1,017 +45%
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