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

56 hedge funds and large institutions have $118M invested in Invesco S&P MidCap Value with Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
12
Increased
18
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$23M
2
ASN
2
Advisory Services Network
Georgia
$1.94M
3
CP
3
Camelot Portfolios
Ohio
$1.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.16M
5
LPL Financial
5
LPL Financial
California
$19.5M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2M
2
FTUS
2
Flow Traders U.S.
New York
$358K
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
CCC
4
Crescent Capital Consulting
Louisiana
$1.33M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$558K +$64K +1,310 +13%
APWA
27
Atlas Private Wealth Advisors
New Jersey
$552K +$320K +6,545 +138%
IWC
28
Integrated Wealth Concepts
Massachusetts
$501K +$145K +2,975 +41%
IFWM
29
Institute for Wealth Management
Colorado
$499K – – –
CWM
30
Cornerstone Wealth Management
Missouri
$478K +$478K +9,726 New
ACM
31
Armbruster Capital Management
New York
$427K – – –
FFA
32
Founders Financial Alliance
North Carolina
$389K +$49 +1 +0%
AWM
33
Avaii Wealth Management
Wisconsin
$377K +$377K +7,713 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$372K +$3.81K +78 +1%
FTUS
35
Flow Traders U.S.
New York
$358K -$798K -16,333 -69%
WIA
36
World Investment Advisors
California
$317K -$287K -5,912 -48%
SWM
37
Silverlake Wealth Management
Vermont
$287K +$287K +5,870 New
FPGK
38
Financial Partners Group (Kansas)
Kansas
$279K – – –
UWPG
39
Ullmann Wealth Partners Group
Florida
$257K – – –
PAG
40
Private Advisor Group
New Jersey
$236K +$831 +17 +0.4%
SWM
41
Spire Wealth Management
Virginia
$220K -$220K -4,500 -50%
FA
42
Fermata Advisors
California
$220K -$38.2K -781 -15%
SPWM
43
Schrum Private Wealth Management
Florida
$220K +$220K +4,500 New
BFEC
44
Benjamin F. Edwards & Company
Missouri
$172K -$196 -4 -0.1%
GWM
45
Geneos Wealth Management
Colorado
$93K – – –
NFG
46
Next Financial Group
Texas
$91K -$5.08K -104 -5%
SPIA
47
Steward Partners Investment Advisory
New York
$65K – – –
BCMIO
48
Beacon Capital Management Inc (Ohio)
Ohio
$46K -$247 -5 -0.5%
HI
49
Harbour Investments
Wisconsin
$40K – – –
HIA
50
Harbor Investment Advisory
Maryland
$40K – – –
1
2
3