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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

138 hedge funds and large institutions have $377M invested in Invesco S&P MidCap Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 51 reducing their positions, and 15 closing their positions.

Holders
138
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
15
Increased
49
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$18.9M
2
Wells Fargo
2
Wells Fargo
California
$47.8M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$9M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$16.8M
5
LPL Financial
5
LPL Financial
California
$54.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
VCM
2
Verde Capital Management
Michigan
$6.82M
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$0
4
APWA
4
Atlas Private Wealth Advisors
New Jersey
$492K
5
AWM
5
AE Wealth Management
Kansas
$424K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$54.8M 770,895 +48,832 +7%
Morgan Stanley
2
Morgan Stanley
New York
$49.4M 693,888 +46,781 +7%
Wells Fargo
3
Wells Fargo
California
$47.8M 671,573 +187,888 +39%
Goldman Sachs
4
Goldman Sachs
New York
$18.9M 265,804 +265,804 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$16.8M 235,750 +78,098 +50%
Ameriprise
6
Ameriprise
Minnesota
$14.4M 202,139 -555 -0.3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$13.3M 187,216 +353 +0.2%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$9M 126,435 +81,452 +181%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.9M 110,998 +16,652 +18%
FFN
10
Focus Financial Network
Minnesota
$7.64M 107,448 +4,767 +5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$7.23M 101,580 +7,928 +8%
VCM
12
Verde Capital Management
Michigan
$6.82M 95,917 -163,555 -63%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.24M 87,749 -26,647 -23%
PAG
14
Private Advisor Group
New Jersey
$6.06M 85,174 +38,575 +83%
Bank of America
15
Bank of America
North Carolina
$5.81M 81,724 +250 +0.3%
AWM
16
Aspire Wealth Management
Massachusetts
$5.53M 77,686 +594 +0.8%
Citigroup
17
Citigroup
New York
$5.26M 73,935 -1,775 -2%
MML Investors Services
18
MML Investors Services
Massachusetts
$4.89M 68,770 +7,710 +13%
RJA
19
Raymond James & Associates
Florida
$4.76M 66,938 -520 -0.8%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.67M 65,641 +32,095 +96%
CAN
21
Cetera Advisor Networks
California
$4.04M 56,719 +11,744 +26%
MWM
22
MY Wealth Management
Maryland
$3.7M 52,001 -206 -0.4%
IFWM
23
Institute for Wealth Management
Colorado
$3.63M 51,060 -358 -0.7%
IA
24
IFP Advisors
Florida
$3.19M 64,528 – –
UBS Group
25
UBS Group
Switzerland
$2.93M 41,174 +3,885 +10%
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