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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

367 hedge funds and large institutions have $3.21B invested in Invesco S&P MidCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 147 increasing their positions, 44 reducing their positions, and 18 closing their positions.

Holders
367
Holders Change
+108
Holders Change %
+41.7%
% of All Funds
4.89%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.17%
New
134
Increased
147
Reduced
44
Closed
18
Calls
$148K
Puts
$86K
Net Calls
+$62K
Net Calls Change
-$11K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$459M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$390M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$131M
4
LPL Financial
4
LPL Financial
California
$331M
5
Morgan Stanley
5
Morgan Stanley
New York
$209M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$0
2
ZIMP
2
Zimmermann Investment Management & Planning
Pennsylvania
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.15M
4
KAS
4
Kestra Advisory Services
Texas
$7.52M
5
APSPRSPT
5
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$459M 3,718,606 +3,288,932 +765%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$390M 3,160 +3,160 New
LPL Financial
3
LPL Financial
California
$331M 2,679,516 +934,570 +54%
Morgan Stanley
4
Morgan Stanley
New York
$209M 1,690,117 +546,250 +48%
CCMG
5
Clark Capital Management Group
Pennsylvania
$131M 1,062,687 +1,062,687 New
Wells Fargo
6
Wells Fargo
California
$103M 836,946 +194,792 +30%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$78.2M 632,942 +156,762 +33%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$76.1M 616,435 +500,684 +433%
Raymond James Financial
9
Raymond James Financial
Florida
$66.4M 537,384 +537,384 New
Ameriprise
10
Ameriprise
Minnesota
$62.5M 505,958 +103,376 +26%
Bank of America
11
Bank of America
North Carolina
$61.9M 501,038 +111,280 +29%
OPS
12
Orion Portfolio Solutions
Nebraska
$60.7M 491,189 +487,830 +14,523%
BCI
13
Brinker Capital Investments
Pennsylvania
$60.7M 491,189 +487,830 +14,523%
MCC
14
Money Concepts Capital
Florida
$53.9M 436,572 +86,162 +25%
Osaic Holdings
15
Osaic Holdings
Arizona
$53.2M 451,369 +278,029 +160%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$45.1M 364,852 -16,792 -4%
MCM
17
Mainstay Capital Management
Michigan
$35.4M 286,523 +286,523 New
MML Investors Services
18
MML Investors Services
Massachusetts
$31.4M 254,029 +89,287 +54%
AWM
19
Affinity Wealth Management
Delaware
$31.3M 253,179 -594 -0.2%
PS
20
Principal Securities
Iowa
$30.7M 248,852 +224,413 +918%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$30.5M 246,698 +143,674 +139%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$29.8M 241,332 +86,580 +56%
Stifel Financial
23
Stifel Financial
Missouri
$28.8M 232,888 +8,196 +4%
FIA
24
Foundations Investment Advisors
Arizona
$26.7M 216,405 +47,969 +28%
OWG
25
Oxford Wealth Group
Florida
$26.5M 214,884 +48,062 +29%
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