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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

158 hedge funds and large institutions have $969M invested in Invesco S&P MidCap Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
158
Holders Change
+15
Holders Change %
+10.49%
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
66
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$89.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$69.6M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$22M
4
Wells Fargo
4
Wells Fargo
California
$63.7M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$14.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.19M
2
AWA
2
Arete Wealth Advisors
Illinois
$468M
3
PG
3
Prostatis Group
Maryland
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
GM
5
GeoWealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$468M 6,220 -95 -2%
LPL Financial
2
LPL Financial
California
$89.4M 1,186,990 +298,198 +34%
Morgan Stanley
3
Morgan Stanley
New York
$69.6M 923,663 +205,321 +29%
Wells Fargo
4
Wells Fargo
California
$63.7M 845,850 +121,714 +17%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$22M 292,334 +154,019 +111%
Ameriprise
6
Ameriprise
Minnesota
$21.7M 288,797 +28,975 +11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$20M 265,127 +24,814 +10%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$17.2M 228,542 +36,202 +19%
Osaic Holdings
9
Osaic Holdings
Arizona
$14.2M 188,941 +63,204 +50%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$12.2M 161,609 +58,826 +57%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$9.62M 127,763 +30,176 +31%
FFN
12
Focus Financial Network
Minnesota
$8.42M 111,848 +1,600 +1%
Bank of America
13
Bank of America
North Carolina
$7.43M 98,634 +21,349 +28%
RJA
14
Raymond James & Associates
Florida
$7.37M 97,870 +4,454 +5%
AWM
15
Aspire Wealth Management
Massachusetts
$7.14M 94,811 +10,604 +13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.81M 90,451 +6,635 +8%
Stifel Financial
17
Stifel Financial
Missouri
$6.18M 82,031 +56,146 +217%
GVAG
18
Great Valley Advisor Group
Delaware
$5.96M 79,087 +668 +0.9%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$5.87M 77,890 +28,952 +59%
MML Investors Services
20
MML Investors Services
Massachusetts
$5.77M 76,650 +5,612 +8%
Citigroup
21
Citigroup
New York
$5.65M 75,016 -2,348 -3%
CAN
22
Cetera Advisor Networks
California
$5.34M 70,900 +30,417 +75%
MWM
23
MY Wealth Management
Maryland
$4.34M 57,659 +5,735 +11%
IFWM
24
Institute for Wealth Management
Colorado
$3.74M 49,620 -1,297 -3%
UBS Group
25
UBS Group
Switzerland
$3.63M 48,192 +7,368 +18%
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