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

66 hedge funds and large institutions have $183M invested in Invesco S&P MidCap Value with Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
19
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$31.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.6M
3
Ameriprise
3
Ameriprise
Minnesota
$28.1M
4
Bank of America
4
Bank of America
North Carolina
$4.78M
5
MCC
5
Money Concepts Capital
Florida
$24M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
PWA
2
PCG Wealth Advisors
Kansas
$793K
3
ASN
3
Advisory Services Network
Georgia
$1.64M
4
CP
4
Camelot Portfolios
Ohio
$1.61M
5
UWM
5
USAdvisors Wealth Management
Minnesota
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$820K -$5.31K -110 -0.6%
PWA
27
PCG Wealth Advisors
Kansas
$793K -$305K -6,340 -28%
Brown Advisory
28
Brown Advisory
Maryland
$749K – – –
APWA
29
Atlas Private Wealth Advisors
New Jersey
$746K +$202K +4,182 +37%
CAN
30
Cetera Advisor Networks
California
$621K +$70.8K +1,470 +13%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$564K +$197K +4,091 +54%
Jane Street
32
Jane Street
New York
$538K +$538K +11,155 New
CWM
33
Cornerstone Wealth Management
Missouri
$531K +$62.6K +1,299 +13%
BCM
34
Barometer Capital Management
Ontario, Canada
$530K +$530K +11,000 New
IWC
35
Integrated Wealth Concepts
Massachusetts
$491K -$3.37K -70 -0.7%
IFWM
36
Institute for Wealth Management
Colorado
$489K -$2.99K -62 -0.6%
ACM
37
Armbruster Capital Management
New York
$422K – – –
AWM
38
Avaii Wealth Management
Wisconsin
$384K +$12.2K +253 +3%
IA
39
IFG Advisory
Georgia
$361K +$361K +7,506 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$321K +$321K +6,661 New
FPGK
41
Financial Partners Group (Kansas)
Kansas
$288K – – –
SWM
42
Silverlake Wealth Management
Vermont
$283K – – –
MML Investors Services
43
MML Investors Services
Massachusetts
$273K +$273K +5,658 New
WIA
44
World Investment Advisors
California
$259K -$55.9K -1,159 -18%
UWPG
45
Ullmann Wealth Partners Group
Florida
$254K – – –
PAG
46
Private Advisor Group
New Jersey
$225K -$7.27K -151 -3%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$220K +$220K +4,570 New
TRCT
48
Tower Research Capital (TRC)
New York
$219K +$219K +4,538 New
SWM
49
Spire Wealth Management
Virginia
$217K – – –
FA
50
Fermata Advisors
California
$203K -$13.2K -274 -6%
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