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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

259 hedge funds and large institutions have $1.4B invested in Invesco S&P MidCap Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 115 increasing their positions, 50 reducing their positions, and 27 closing their positions.

Holders
259
Holders Change
+19
Holders Change %
+7.92%
% of All Funds
3.75%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
48
Increased
115
Reduced
50
Closed
27
Calls
$229K
Puts
$156K
Net Calls
+$73K
Net Calls Change
+$73K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$138M
2
LPL Financial
2
LPL Financial
California
$210M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$51.7M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$57.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$14.3M

Top Sellers

1
TAF
1
Tredje AP-fonden
Sweden
$0
2
MCC
2
Money Concepts Capital
Florida
$42.2M
3
MWM
3
MinichMacGregor Wealth Management
New York
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$27M
5
OWG
5
Oxford Wealth Group
Florida
$20.1M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$210M 1,744,946 +282,112 +19%
Morgan Stanley
2
Morgan Stanley
New York
$138M 1,143,867 +286,587 +33%
Wells Fargo
3
Wells Fargo
California
$77.3M 642,154 +89,989 +16%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$57.3M 476,180 +154,940 +48%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$51.7M 429,674 +188,491 +78%
Ameriprise
6
Ameriprise
Minnesota
$48.5M 402,582 -46,829 -10%
Bank of America
7
Bank of America
North Carolina
$46.9M 389,758 +40,679 +12%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$45.9M 381,644 -10,263 -3%
MCC
9
Money Concepts Capital
Florida
$42.2M 350,410 -344,984 -50%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$36.8M 305,583 +11,495 +4%
AWM
11
Affinity Wealth Management
Delaware
$30.5M 253,773 +3,810 +2%
Stifel Financial
12
Stifel Financial
Missouri
$27M 224,692 -58,648 -21%
GVAG
13
Great Valley Advisor Group
Delaware
$22.4M 186,324 +6,111 +3%
Osaic Holdings
14
Osaic Holdings
Arizona
$20.9M 173,340 +46,596 +37%
UBS Group
15
UBS Group
Switzerland
$20.8M 172,800 +36,507 +27%
FIA
16
Foundations Investment Advisors
Arizona
$20.3M 168,436 -47,470 -22%
OWG
17
Oxford Wealth Group
Florida
$20.1M 166,822 -47,913 -22%
MML Investors Services
18
MML Investors Services
Massachusetts
$19.8M 164,742 +32,173 +24%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$18.6M 154,752 +12,967 +9%
RJA
20
Raymond James & Associates
Florida
$17.7M 147,166 +5,087 +4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$16.7M 138,865 -4,668 -3%
PAG
22
Private Advisor Group
New Jersey
$15.3M 127,456 +27,184 +27%
FFN
23
Focus Financial Network
Minnesota
$14.9M 123,985 +934 +0.8%
Prudential Financial
24
Prudential Financial
New Jersey
$14.3M 118,906 +95,954 +418%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$13.9M 115,751 +19,060 +20%
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