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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

212 hedge funds and large institutions have $1.35B invested in Invesco S&P MidCap Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 11 closing their positions.

Holders
212
Holders Change
+42
Holders Change %
+24.71%
% of All Funds
3.07%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
58
Increased
69
Reduced
53
Closed
11
Calls
$356K
Puts
–
Net Calls
+$356K
Net Calls Change
+$356K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$147M
2
TAF
2
Tredje AP-fonden
Sweden
$130M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$49M
4
Ameriprise
4
Ameriprise
Minnesota
$43.4M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$17.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.5M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$30.1M
3
SL
3
Systelligence LLC
Minnesota
$13.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.93M
5
TAM
5
Titleist Asset Management
Texas
$928K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$165M 1,439,605 +96,236 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$147M 1,276,392 +1,136,902 +815%
TAF
3
Tredje AP-fonden
Sweden
$130M 1,132,183 +1,132,183 New
Morgan Stanley
4
Morgan Stanley
New York
$92.5M 805,561 -769,993 -49%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$53.8M 468,358 -3,971 -0.8%
Wells Fargo
6
Wells Fargo
California
$50.1M 436,059 +51,117 +13%
CCMG
7
Clark Capital Management Group
Pennsylvania
$49M 426,997 +426,997 New
Ameriprise
8
Ameriprise
Minnesota
$43.4M 379,062 +136,703 +56%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$36M 313,523 +614 +0.2%
Bank of America
10
Bank of America
North Carolina
$32M 278,817 +7,204 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$30.1M 261,817 -127,063 -33%
Stifel Financial
12
Stifel Financial
Missouri
$24.8M 216,281 +14,362 +7%
Osaic Holdings
13
Osaic Holdings
Arizona
$22.9M 199,563 +40,798 +26%
FIA
14
Foundations Investment Advisors
Arizona
$18.4M 160,256 +18,464 +13%
OWG
15
Oxford Wealth Group
Florida
$18.4M 159,988 +159,988 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$17.3M 150,228 +134,291 +843%
WA
17
Win Advisors
Florida
$15.3M 133,328 +133,328 New
RJA
18
Raymond James & Associates
Florida
$15.2M 132,630 +6,889 +5%
OPS
19
Orion Portfolio Solutions
Nebraska
$15.2M 132,110 +132,110 New
BCI
20
Brinker Capital Investments
Pennsylvania
$15.2M 132,110 +132,110 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$15M 130,503 +19,165 +17%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$14.2M 123,989 -145 -0.1%
MML Investors Services
23
MML Investors Services
Massachusetts
$14.1M 122,864 +39,832 +48%
FFN
24
Focus Financial Network
Minnesota
$13.6M 127,062 -1,924 -1%
SL
25
Systelligence LLC
Minnesota
$13.2M 115,254 -26,741 -19%
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