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Invesco S&P MidCap Momentum ETF

139 hedge funds and large institutions have $470M invested in Invesco S&P MidCap Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 46 reducing their positions, and 18 closing their positions.

Holders
139
Holders Change
-7
Holders Change %
-4.79%
% of All Funds
2.2%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
13
Increased
54
Reduced
46
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$62.3M 722,063 +46,961 +7%
Morgan Stanley
2
Morgan Stanley
New York
$55.9M 647,107 +3,586 +0.6%
Wells Fargo
3
Wells Fargo
California
$41.8M 483,685 -42,199 -8%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$39.7M 460,040 +460,040 New
VCM
5
Verde Capital Management
Michigan
$22.4M 259,472 -4,184 -2%
Ameriprise
6
Ameriprise
Minnesota
$17.5M 202,694 +155 +0.1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$16.1M 186,863 -46,002 -20%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$13.6M 157,652 +83,738 +113%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.87M 114,396 -20,706 -15%
APWA
10
Atlas Private Wealth Advisors
New Jersey
$9.5M 110,090 +60,285 +121%
RWA
11
Redhawk Wealth Advisors
Minnesota
$9.34M 108,232 +108,232 New
FFN
12
Focus Financial Network
Minnesota
$8.86M 102,681 +102,681 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$8.08M 93,652 +3,819 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$7.81M 94,346 -31,039 -25%
Bank of America
15
Bank of America
North Carolina
$7.03M 81,474 -4,645 -5%
AWM
16
Aspire Wealth Management
Massachusetts
$6.66M 77,092 +4,064 +6%
Citigroup
17
Citigroup
New York
$6.54M 75,710 -9,943 -12%
AWM
18
AE Wealth Management
Kansas
$6.33M 73,323 -4,734 -6%
NMG
19
New Millennium Group
Utah
$5.88M 68,131 +405 +0.6%
RJA
20
Raymond James & Associates
Florida
$5.82M 67,458 +415 +0.6%
MML Investors Services
21
MML Investors Services
Massachusetts
$5.27M 61,060 +942 +2%
MWM
22
MY Wealth Management
Maryland
$4.51M 52,207 -55,206 -51%
IFWM
23
Institute for Wealth Management
Colorado
$4.44M 51,418 -38 -0.1%
PAG
24
Private Advisor Group
New Jersey
$4.02M 46,599 +2,023 +5%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$3.88M 44,983 +3,950 +10%