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Invesco S&P MidCap Momentum ETF

130 hedge funds and large institutions have $411M 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.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

6% more funds holding

Funds holding: 123130 (+7)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

3.53% less ownership

Funds ownership: 48.06%44.52% (-3.5%)

11% less capital invested

Capital invested by funds: $462M → $411M (-$50.9M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
2.26%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$56.2M -$96.7K -1,152 -0.2%
Wells Fargo
2
Wells Fargo
California
$47.8M +$3.75M +44,668 +9%
LPL Financial
3
LPL Financial
California
$41.3M +$160K +1,907 +0.4%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$31.1M
VCM
5
Verde Capital Management
Michigan
$22M +$1.58M +18,809 +8%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$19M -$4.58M -54,556 -20%
Ameriprise
7
Ameriprise
Minnesota
$15.2M -$3.08M -36,658 -17%
Citigroup
8
Citigroup
New York
$11.7M +$559K +6,663 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.7M -$847K -10,088 -7%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$10M -$162K -1,926 -2%
AWM
11
AE Wealth Management
Kansas
$9.14M +$1.27M +15,109 +16%
Bank of America
12
Bank of America
North Carolina
$7.06M -$20.2K -240 -0.3%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.51M -$1.99M -23,664 -24%
RJA
14
Raymond James & Associates
Florida
$5.98M -$594K -7,070 -9%
CCP
15
Cardan Capital Partners
Colorado
$5.47M +$914K +10,880 +21%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.34M +$599K +7,129 +13%
SWAG
17
Spectrum Wealth Advisory Group
California
$4.99M -$9.43M -112,325 -66%
D
18
Diversified
Delaware
$4.79M -$868K -10,334 -16%
CFD
19
Creative Financial Designs
Indiana
$4.77M -$326K -3,886 -7%
MML Investors Services
20
MML Investors Services
Massachusetts
$4.69M +$421K +5,016 +10%
IFWM
21
Institute for Wealth Management
Colorado
$4.49M -$19.6K -233 -0.4%
OMC
22
Old Mission Capital
Illinois
$3.77M +$174K +2,068 +5%
PAG
23
Private Advisor Group
New Jersey
$3.68M +$1.02M +12,144 +39%
UWPG
24
Ullmann Wealth Partners Group
Florida
$3.36M -$64.9K -773 -2%
FHC
25
First Heartland Consultants
Missouri
$3.24M -$10.9M -129,739 -77%