XMMO icon

Invesco S&P MidCap Momentum ETF

115 hedge funds and large institutions have $461M invested in Invesco S&P MidCap Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
22
Increased
42
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$50.2M 641,912 -50,322 -7%
Wells Fargo
2
Wells Fargo
California
$47.4M 605,387 -18,072 -3%
LPL Financial
3
LPL Financial
California
$45.1M 575,713 +98,713 +21%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$31.1M 363,232
AWM
5
Affinity Wealth Management
Delaware
$28.9M 348,370 +1,544 +0.4%
FHC
6
First Heartland Consultants
Missouri
$19.1M 243,770 +15,054 +7%
Ameriprise
7
Ameriprise
Minnesota
$18.7M 239,090 +49,905 +26%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$18.6M 237,187 -18,761 -7%
VCM
9
Verde Capital Management
Michigan
$17.8M 227,857 +24,388 +12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$16.4M 209,607 +26,992 +15%
MCC
11
Money Concepts Capital
Florida
$14M 179,134 +179,134 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$8.42M 107,594 +4,822 +5%
RJA
13
Raymond James & Associates
Florida
$8.35M 106,674 -783 -0.7%
Citigroup
14
Citigroup
New York
$7.94M 101,406 +6,694 +7%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$7.52M 96,039 +14,692 +18%
FFN
16
Focus Financial Network
Minnesota
$6.5M 83,044 +8,699 +12%
AWM
17
AE Wealth Management
Kansas
$6.47M 82,639 +11,248 +16%
Bank of America
18
Bank of America
North Carolina
$6.21M 79,387 +7,133 +10%
SS
19
Simplicity Solutions
Minnesota
$6.06M 77,394 +10,434 +16%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$5.62M 71,774 +26,404 +58%
Osaic Holdings
21
Osaic Holdings
Arizona
$5.29M 67,616 -11,036 -14%
D
22
Diversified
Delaware
$4.37M 66,003 +66,003 New
TVAMP
23
Tennessee Valley Asset Management Partners
Tennessee
$4.33M 55,378 +25,920 +88%
IFWM
24
Institute for Wealth Management
Colorado
$4.29M 54,867 -3,021 -5%
SWAG
25
Spectrum Wealth Advisory Group
California
$3.78M 48,330 -39,703 -45%