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

51 hedge funds and large institutions have $73.7M invested in Invesco S&P MidCap Value with Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
12
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$5.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.09M
3
ACS
Archford Capital Strategies
Illinois
$1.42M
4
FTUS
Flow Traders U.S.
New York
$1.06M
5
TRCT
Tower Research Capital (TRC)
New York
$789K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$743K
2
PS
Portfolio Strategies
New York
$0
3
Morgan Stanley
Morgan Stanley
New York
$5.39M
4
CCC
Crescent Capital Consulting
Louisiana
$1.85M
5
CCP
Cardan Capital Partners
Colorado
$752K
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
26
Institute for Wealth Management
Colorado
$456K – – –
CAN
27
Cetera Advisor Networks
California
$451K -$9.6K -215 -2%
SWM
28
Spire Wealth Management
Virginia
$402K – – –
ACM
29
Armbruster Capital Management
New York
$391K – – –
FFA
30
Founders Financial Alliance
North Carolina
$356K -$19.9K -446 -5%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$336K +$357 +8 +0.1%
IWC
32
Integrated Wealth Concepts
Massachusetts
$326K +$47.9K +1,070 +17%
IWM
33
IHT Wealth Management
Illinois
$294K +$294K +6,587 New
FPGK
34
Financial Partners Group (Kansas)
Kansas
$267K +$267K +5,972 New
FA
35
Fermata Advisors
California
$236K -$995K -22,238 -81%
UWPG
36
Ullmann Wealth Partners Group
Florida
$235K -$5.54K -124 -2%
PAG
37
Private Advisor Group
New Jersey
$215K -$12.3K -274 -5%
APWA
38
Atlas Private Wealth Advisors
New Jersey
$212K +$126K +2,833 +147%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$157K – – –
NFG
40
Next Financial Group
Texas
$88K – – –
GWM
41
Geneos Wealth Management
Colorado
$86K – – –
SPIA
42
Steward Partners Investment Advisory
New York
$60K – – –
BCMIO
43
Beacon Capital Management Inc (Ohio)
Ohio
$42K +$42K +938 New
HI
44
Harbour Investments
Wisconsin
$37K – – –
HIA
45
Harbor Investment Advisory
Maryland
$37K – – –
CFGS
46
Concourse Financial Group Securities
Alabama
$20K -$2.25K -50 -10%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$17.9K +$17.9K +400 New
IF
48
Ironwood Financial
Arizona
$13K – – –
UBS Group
49
UBS Group
Switzerland
$10K +$10K +215 New
JCM
50
Jacobi Capital Management
Pennsylvania
$7K – – –
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2
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