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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

122 hedge funds and large institutions have $461M invested in Invesco S&P MidCap Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
122
Holders Change
+7
Holders Change %
+6.09%
% of All Funds
2.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
21
Increased
44
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWAG
1
Spectrum Wealth Advisory Group
California
$14.3M
2
JWM
2
Jackson Wealth Management
Florida
$7.55M
3
CCP
3
Cardan Capital Partners
Colorado
$4.44M
4
OMC
4
Old Mission Capital
Illinois
$3.52M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$23.1M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$345K
2
LPL Financial
2
LPL Financial
California
$40.3M
3
Wells Fargo
3
Wells Fargo
California
$43.1M
4
FFN
4
Focus Financial Network
Minnesota
$0
5
FHC
5
First Heartland Consultants
Missouri
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$55.1M 657,384 +15,472 +2%
Wells Fargo
2
Wells Fargo
California
$43.1M 513,744 -91,643 -15%
LPL Financial
3
LPL Financial
California
$40.3M 480,602 -95,111 -17%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$31.1M 363,232 – –
AWM
5
Affinity Wealth Management
Delaware
$29.3M 348,417 +47 +0%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$23.1M 276,057 +38,870 +16%
VCM
7
Verde Capital Management
Michigan
$19.9M 237,566 +9,709 +4%
Ameriprise
8
Ameriprise
Minnesota
$18M 214,411 -24,679 -10%
SWAG
9
Spectrum Wealth Advisory Group
California
$14.3M 170,551 +122,221 +253%
FHC
10
First Heartland Consultants
Missouri
$14M 167,614 -76,156 -31%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$11.3M 134,792 -74,815 -36%
Citigroup
12
Citigroup
New York
$10.9M 129,988 +28,582 +28%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$9.99M 119,148 +11,554 +11%
Osaic Holdings
14
Osaic Holdings
Arizona
$8.35M 99,646 +32,030 +47%
AWM
15
AE Wealth Management
Kansas
$7.68M 91,667 +9,028 +11%
JWM
16
Jackson Wealth Management
Florida
$7.55M 90,083 +90,083 New
Bank of America
17
Bank of America
North Carolina
$6.93M 82,721 +3,334 +4%
RJA
18
Raymond James & Associates
Florida
$6.45M 76,929 -29,745 -28%
D
19
Diversified
Delaware
$5.55M 66,247 +244 +0.4%
CFD
20
Creative Financial Designs
Indiana
$5M 59,606 +18,467 +45%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.63M 55,300 -16,474 -23%
CCP
22
Cardan Capital Partners
Colorado
$4.44M 52,948 +52,948 New
IFWM
23
Institute for Wealth Management
Colorado
$4.41M 52,625 -2,242 -4%
MML Investors Services
24
MML Investors Services
Massachusetts
$4.17M 49,786 +4,069 +9%
OMC
25
Old Mission Capital
Illinois
$3.52M 41,957 +41,957 New
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