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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

86 hedge funds and large institutions have $290M invested in Invesco S&P MidCap Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
86
Holders Change
+13
Holders Change %
+17.81%
% of All Funds
1.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
22
Increased
36
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$50M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.7M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.57M
4
Bank of America
4
Bank of America
North Carolina
$7.46M
5
BCM
5
Breiter Capital Management
Florida
$3.38M

Top Sellers

1
NCM
1
Niemann Capital Management
Nevada
$15M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$1.08M
4
AI
4
Atria Investments
North Carolina
$0
5
CFG
5
CMC Financial Group
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$50M 850,728 +140,431 +20%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$31.1M 363,232 – –
Wells Fargo
3
Wells Fargo
California
$26M 441,502 +14,810 +3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16.7M 283,854 +12,983 +5%
NCM
5
Niemann Capital Management
Nevada
$15M 251,263 -248,546 -50%
RJA
6
Raymond James & Associates
Florida
$13.8M 234,012 +43,012 +23%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.7M 198,271 +93,026 +88%
LPL Financial
8
LPL Financial
California
$8.7M 147,876 -48,335 -25%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$8.53M 145,036 +4,188 +3%
AG
10
Advisor Group
Arizona
$8.33M 141,612 +31,719 +29%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$8.29M 140,916 +37,749 +37%
PS
12
Portfolio Strategies
New York
$8.04M 136,644 -1,118 -0.8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.49M 127,406 +10,648 +9%
Bank of America
14
Bank of America
North Carolina
$7.46M 126,855 +62,839 +98%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.57M 94,675 +70,512 +292%
CCP
16
Cardan Capital Partners
Colorado
$4.79M 81,378 +3,890 +5%
SPC
17
Sigma Planning Corp
Michigan
$4.57M 77,753 +51,213 +193%
IFWM
18
Institute for Wealth Management
Colorado
$3.86M 65,673 -3,053 -4%
BCM
19
Barometer Capital Management
Ontario, Canada
$3.82M 64,900 +27,700 +74%
BCM
20
Breiter Capital Management
Florida
$3.38M 57,537 +57,537 New
Ameriprise
21
Ameriprise
Minnesota
$3.04M 51,645 +42,806 +484%
UWPG
22
Ullmann Wealth Partners Group
Florida
$2.9M 49,382 -1,572 -3%
Citigroup
23
Citigroup
New York
$2.78M 47,251 +6,678 +16%
Stifel Financial
24
Stifel Financial
Missouri
$2.28M 38,736 +12,772 +49%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.26M 38,406 +17,701 +85%
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