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Invesco S&P MidCap Value with Momentum ETF
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Overview Fund Activity

28 hedge funds and large institutions have $31.2M invested in Invesco S&P MidCap Value with Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$4.02M
2
Ameriprise
Ameriprise
Minnesota
$1.55M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$476K
4
AWA
Arete Wealth Advisors
Illinois
$364K
5
Wells Fargo
Wells Fargo
California
$435K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$593K
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Morgan Stanley
Morgan Stanley
New York
$2.53M
5
UWPG
Ullmann Wealth Partners Group
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VBCG
26
Valley Brook Capital Group
Pennsylvania
$10K +$10K +274 New
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$5K – – –
Citadel Advisors
28
Citadel Advisors
Florida
– -$417K -14,702 Closed
UWPG
29
Ullmann Wealth Partners Group
Florida
– -$212K -7,490 Closed
1
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