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Invesco S&P MidCap Momentum ETF

151 hedge funds and large institutions have $506M invested in Invesco S&P MidCap Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 59 reducing their positions, and 19 closing their positions.

Holders
151
Holders Change
-7
Holders Change %
-4.43%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
52
Reduced
59
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$98.5M 1,304,831 +117,841 +10%
Morgan Stanley
2
Morgan Stanley
New York
$61.5M 814,770 -108,893 -12%
Wells Fargo
3
Wells Fargo
California
$60.4M 800,218 -45,632 -5%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$36.5M 483,400 +191,066 +65%
Ameriprise
5
Ameriprise
Minnesota
$21M 277,889 -10,908 -4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$20.4M 270,005 +41,463 +18%
Osaic Holdings
7
Osaic Holdings
Arizona
$16.9M 223,434 +34,493 +18%
Stifel Financial
8
Stifel Financial
Missouri
$12.7M 168,660 +86,629 +106%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10.5M 139,320 -22,289 -14%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$9.87M 130,661 +2,898 +2%
FFN
11
Focus Financial Network
Minnesota
$8.86M 117,288 +5,440 +5%
Bank of America
12
Bank of America
North Carolina
$8.79M 116,462 +17,828 +18%
RJA
13
Raymond James & Associates
Florida
$8.51M 112,702 +14,832 +15%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.12M 107,559 +17,108 +19%
AWM
15
Aspire Wealth Management
Massachusetts
$7.28M 96,364 +1,553 +2%
GVAG
16
Great Valley Advisor Group
Delaware
$6.44M 85,283 +6,196 +8%
Citigroup
17
Citigroup
New York
$5.66M 74,923 -93 -0.1%
MML Investors Services
18
MML Investors Services
Massachusetts
$5.66M 74,913 -1,737 -2%
CAN
19
Cetera Advisor Networks
California
$5.33M 70,577 -323 -0.5%
PAG
20
Private Advisor Group
New Jersey
$5.07M 67,181 -26,566 -28%
UBS Group
21
UBS Group
Switzerland
$4.36M 57,748 +9,556 +20%
MWM
22
MY Wealth Management
Maryland
$4.35M 57,660 +1 +0%
IFWM
23
Institute for Wealth Management
Colorado
$3.74M 49,502 -118 -0.2%
PMG
24
ProVise Management Group
Florida
$3.16M 41,907 +6,255 +18%
Mariner
25
Mariner
Kansas
$3.02M 39,970 -5 -0%