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Invesco S&P MidCap Value with Momentum ETF

46 hedge funds and large institutions have $152M invested in Invesco S&P MidCap Value with Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+10
Holders Change %
+27.78%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
17
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CP
26
Camelot Portfolios
Ohio
$448K +$448K +9,878 New
SWM
27
Spire Wealth Management
Virginia
$408K
ACM
28
Armbruster Capital Management
New York
$397K
GVAG
29
Great Valley Advisor Group
Delaware
$390K +$390K +8,599 New
FFA
30
Founders Financial Alliance
North Carolina
$380K +$45 +1 +0%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$341K +$341K +7,523 New
IWC
32
Integrated Wealth Concepts
Massachusetts
$282K +$282K +6,218 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$257K +$257K +5,664 New
UWPG
34
Ullmann Wealth Partners Group
Florida
$244K
PAG
35
Private Advisor Group
New Jersey
$230K +$230K +5,083 New
LB
36
Leo Brokerage
Texas
$222K +$222K +4,888 New
BFEC
37
Benjamin F. Edwards & Company
Missouri
$159K
NFG
38
Next Financial Group
Texas
$89K
GWM
39
Geneos Wealth Management
Colorado
$87K
APWA
40
Atlas Private Wealth Advisors
New Jersey
$87K +$72.9K +1,611 +518%
SPIA
41
Steward Partners Investment Advisory
New York
$61K
HI
42
Harbour Investments
Wisconsin
$37K -$4.47K -100 -11%
HIA
43
Harbor Investment Advisory
Maryland
$37K
CFGS
44
Concourse Financial Group Securities
Alabama
$22K
IF
45
Ironwood Financial
Arizona
$14K +$5.6K +120 +67%
JCM
46
Jacobi Capital Management
Pennsylvania
$7K +$7K +150 New
BCMIO
47
Beacon Capital Management Inc (Ohio)
Ohio
-$42K -948 Closed
VBCG
48
Valley Brook Capital Group
Pennsylvania
-$12K -275 Closed