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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

155 hedge funds and large institutions have $685M invested in Invesco S&P MidCap Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
155
Holders Change
+2
Holders Change %
+1.31%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
20
Increased
65
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$148M
2
SL
2
Systelligence LLC
Minnesota
$12.1M
3
LPL Financial
3
LPL Financial
California
$97.7M
4
LFAS
4
Level Four Advisory Services
Texas
$4.39M
5
FIA
5
Foundations Investment Advisors
Arizona
$2.19M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.63M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$9.72M
3
Wells Fargo
3
Wells Fargo
California
$33.1M
4
RL
4
Retireful LLC
Michigan
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$8.74M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$148M 1,834,410 +1,834,410 New
LPL Financial
2
LPL Financial
California
$97.7M 1,213,229 +86,438 +8%
Morgan Stanley
3
Morgan Stanley
New York
$67.1M 832,944 +1,995 +0.2%
Wells Fargo
4
Wells Fargo
California
$33.1M 411,124 -31,287 -7%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$32.4M 402,687 -2,374 -0.6%
Bank of America
6
Bank of America
North Carolina
$21.8M 271,190 +5,095 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$21.5M 266,647 +18,050 +7%
Ameriprise
8
Ameriprise
Minnesota
$19.3M 239,481 -14,625 -6%
Stifel Financial
9
Stifel Financial
Missouri
$13.9M 172,049 +4,911 +3%
SL
10
Systelligence LLC
Minnesota
$12.1M 150,491 +150,491 New
FFN
11
Focus Financial Network
Minnesota
$10.3M 128,040 +3,486 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$9.72M 120,638 -53,460 -31%
RJA
13
Raymond James & Associates
Florida
$9.57M 118,928 +7,378 +7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$9.55M 118,567 +1,568 +1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$8.74M 108,534 -17,985 -14%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$8.63M 107,216 -68,114 -39%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8.4M 104,328 +4,901 +5%
AWM
18
Aspire Wealth Management
Massachusetts
$7.87M 97,804 +1,734 +2%
GVAG
19
Great Valley Advisor Group
Delaware
$7.06M 87,664 -516 -0.6%
MML Investors Services
20
MML Investors Services
Massachusetts
$6.93M 86,028 +647 +0.8%
PAG
21
Private Advisor Group
New Jersey
$6.9M 85,677 -394 -0.5%
UBS Group
22
UBS Group
Switzerland
$6.4M 79,511 +1,125 +1%
Citigroup
23
Citigroup
New York
$6.39M 79,429 +532 +0.7%
CAN
24
Cetera Advisor Networks
California
$5.91M 73,415 -3,226 -4%
MWM
25
MY Wealth Management
Maryland
$4.69M 58,269 -369 -0.6%
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