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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

104 hedge funds and large institutions have $313M invested in Invesco S&P MidCap Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
104
Holders Change
+22
Holders Change %
+26.83%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.12%
New
32
Increased
40
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFG
1
CMC Financial Group
Georgia
$11.4M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$7.89M
3
IAA
3
Independent Advisor Alliance
North Carolina
$5.38M
4
SAG
4
Spotlight Asset Group
Illinois
$4.63M
5
TCWM
5
Total Clarity Wealth Management
Illinois
$3.44M

Top Sellers

1
CCP
1
Cardan Capital Partners
Colorado
$5.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$44M
4
RJA
4
Raymond James & Associates
Florida
$10.1M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$44M 720,317 -46,492 -6%
Wells Fargo
2
Wells Fargo
California
$35.8M 585,327 +25,414 +5%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$31.1M 363,232 – –
RJFSA
4
Raymond James Financial Services Advisors
Florida
$18.6M 304,650 +15,561 +5%
LPL Financial
5
LPL Financial
California
$11.7M 191,387 +53,846 +39%
CFG
6
CMC Financial Group
Georgia
$11.4M 186,710 +186,710 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.4M 170,231 -64,401 -27%
AG
8
Advisor Group
Arizona
$10.2M 166,508 +21,813 +15%
RJA
9
Raymond James & Associates
Florida
$10.1M 164,998 -42,517 -20%
PS
10
Portfolio Strategies
New York
$8.08M 132,176 -2,452 -2%
Qube Research & Technologies (QRT)
11
Qube Research & Technologies (QRT)
United Kingdom
$7.89M 128,979 +128,979 New
SPC
12
Sigma Planning Corp
Michigan
$5.7M 93,172 +7,100 +8%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.59M 91,432 +24,929 +37%
IAA
14
Independent Advisor Alliance
North Carolina
$5.38M 88,018 +88,018 New
CCP
15
Cardan Capital Partners
Colorado
$5.1M 83,456 -96,229 -54%
Bank of America
16
Bank of America
North Carolina
$4.95M 80,867 +9,034 +13%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.67M 76,334 +4,142 +6%
SAG
18
Spotlight Asset Group
Illinois
$4.63M 87,076 +87,076 New
Ameriprise
19
Ameriprise
Minnesota
$4.55M 74,207 -17,653 -19%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$4.29M 70,228 +51,304 +271%
BCM
21
Breiter Capital Management
Florida
$4.24M 69,275 +10,233 +17%
Citigroup
22
Citigroup
New York
$4.12M 67,331 +7,444 +12%
IFWM
23
Institute for Wealth Management
Colorado
$3.93M 64,279 -524 -0.8%
TCWM
24
Total Clarity Wealth Management
Illinois
$3.44M 56,191 +56,191 New
EF
25
Empowered Funds
Pennsylvania
$3.19M 52,186 +52,186 New
1
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