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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

240 hedge funds and large institutions have $1.33B invested in Invesco S&P MidCap Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 82 increasing their positions, 59 reducing their positions, and 25 closing their positions.

Holders
240
Holders Change
+28
Holders Change %
+13.21%
% of All Funds
3.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
56
Increased
82
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$79.3M
2
AWM
2
Affinity Wealth Management
Delaware
$28.5M
3
Wells Fargo
3
Wells Fargo
California
$62.9M
4
GVAG
4
Great Valley Advisor Group
Delaware
$20.5M
5
MWM
5
MinichMacGregor Wealth Management
New York
$9.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$27.5M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
WA
3
Win Advisors
Florida
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$245K
5
OPS
5
Orion Portfolio Solutions
Nebraska
$245K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$167M 1,462,834 +23,229 +2%
TAF
2
Tredje AP-fonden
Sweden
$129M 1,132,183 – –
Morgan Stanley
3
Morgan Stanley
New York
$97.7M 857,280 +51,719 +6%
MCC
4
Money Concepts Capital
Florida
$79.3M 695,394 +695,394 New
Wells Fargo
5
Wells Fargo
California
$62.9M 552,165 +116,106 +27%
Ameriprise
6
Ameriprise
Minnesota
$51.2M 449,411 +70,349 +19%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$44.7M 391,907 -76,451 -16%
Bank of America
8
Bank of America
North Carolina
$39.8M 349,079 +70,262 +25%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$36.6M 321,240 +7,717 +2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$33.5M 294,088 +32,271 +12%
Stifel Financial
11
Stifel Financial
Missouri
$32.3M 283,340 +67,059 +31%
AWM
12
Affinity Wealth Management
Delaware
$28.5M 249,963 +247,896 +11,993%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$27.5M 241,183 -1,035,209 -81%
FIA
14
Foundations Investment Advisors
Arizona
$24.6M 215,906 +55,650 +35%
OWG
15
Oxford Wealth Group
Florida
$24.5M 214,735 +54,747 +34%
GVAG
16
Great Valley Advisor Group
Delaware
$20.5M 180,213 +102,989 +133%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$16.4M 143,533 +13,030 +10%
RJA
18
Raymond James & Associates
Florida
$16.2M 142,079 +9,449 +7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$16.2M 141,785 +17,796 +14%
UBS Group
20
UBS Group
Switzerland
$15.5M 136,293 +49,286 +57%
MML Investors Services
21
MML Investors Services
Massachusetts
$15.1M 132,569 +9,705 +8%
Osaic Holdings
22
Osaic Holdings
Arizona
$14.5M 126,744 -72,819 -36%
FFN
23
Focus Financial Network
Minnesota
$14.3M 123,051 -4,011 -3%
SL
24
Systelligence LLC
Minnesota
$12.3M 108,122 -7,132 -6%
Citigroup
25
Citigroup
New York
$12M 105,551 +14,087 +15%
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