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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

129 hedge funds and large institutions have $410M invested in Invesco S&P MidCap Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
129
Holders Change
+7
Holders Change %
+5.74%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
22
Increased
41
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$47.8M
2
Barclays
2
Barclays
United Kingdom
$2.59M
3
GSWM
3
Golden State Wealth Management
California
$2.16M
4
VCM
4
Verde Capital Management
Michigan
$22M
5
AWM
5
AE Wealth Management
Kansas
$9.14M

Top Sellers

1
AWM
1
Affinity Wealth Management
Delaware
$0
2
FHC
2
First Heartland Consultants
Missouri
$3.24M
3
SWAG
3
Spectrum Wealth Advisory Group
California
$4.99M
4
JWM
4
Jackson Wealth Management
Florida
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$19M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$56.2M 656,232 -1,152 -0.2%
Wells Fargo
2
Wells Fargo
California
$47.8M 558,412 +44,668 +9%
LPL Financial
3
LPL Financial
California
$41.3M 482,509 +1,907 +0.4%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$31.1M 363,232 – –
VCM
5
Verde Capital Management
Michigan
$22M 256,375 +18,809 +8%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$19M 221,501 -54,556 -20%
Ameriprise
7
Ameriprise
Minnesota
$15.2M 177,753 -36,658 -17%
Citigroup
8
Citigroup
New York
$11.7M 136,651 +6,663 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.7M 124,704 -10,088 -7%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$10M 117,222 -1,926 -2%
AWM
11
AE Wealth Management
Kansas
$9.14M 106,776 +15,109 +16%
Bank of America
12
Bank of America
North Carolina
$7.06M 82,481 -240 -0.3%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.51M 75,982 -23,664 -24%
RJA
14
Raymond James & Associates
Florida
$5.98M 69,859 -7,070 -9%
CCP
15
Cardan Capital Partners
Colorado
$5.47M 63,828 +10,880 +21%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.35M 62,429 +7,129 +13%
SWAG
17
Spectrum Wealth Advisory Group
California
$4.99M 58,226 -112,325 -66%
D
18
Diversified
Delaware
$4.79M 55,913 -10,334 -16%
CFD
19
Creative Financial Designs
Indiana
$4.77M 55,720 -3,886 -7%
MML Investors Services
20
MML Investors Services
Massachusetts
$4.69M 54,802 +5,016 +10%
IFWM
21
Institute for Wealth Management
Colorado
$4.49M 52,392 -233 -0.4%
OMC
22
Old Mission Capital
Illinois
$3.77M 44,025 +2,068 +5%
PAG
23
Private Advisor Group
New Jersey
$3.68M 42,983 +12,144 +39%
UWPG
24
Ullmann Wealth Partners Group
Florida
$3.36M 39,191 -773 -2%
FHC
25
First Heartland Consultants
Missouri
$3.24M 37,875 -129,739 -77%
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