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

62 hedge funds and large institutions have $136M invested in Invesco S&P MidCap Value with Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-4
Holders Change %
-6.06%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
8
Increased
21
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
Connectus Wealth
Ohio
$24.7M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.51M
3
Osaic Holdings
Osaic Holdings
Arizona
$7.96M
4
FHC
First Heartland Consultants
Missouri
$2.31M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.09M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.35M
2
MCC
Money Concepts Capital
Florida
$1.39M
3
LPL Financial
LPL Financial
California
$14.1M
4
ASN
Advisory Services Network
Georgia
$0
5
AWS
Atria Wealth Solutions
New York
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$672K +$3.42K +87 +0.5%
PWA
27
PCG Wealth Advisors
Kansas
$648K +$393 +10 +0.1%
TAIM
28
TD Ameritrade Investment Management
Nebraska
$622K -$165K -4,192 -21%
Brown Advisory
29
Brown Advisory
Maryland
$611K – – –
RJA
30
Raymond James & Associates
Florida
$600K -$369K -9,387 -38%
APWA
31
Atlas Private Wealth Advisors
New Jersey
$598K -$10.5K -266 -2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$463K +$3.3K +84 +0.7%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$450K -$310K -7,894 -41%
CWM
34
Cornerstone Wealth Management
Missouri
$438K +$4.17K +106 +1%
IFWM
35
Institute for Wealth Management
Colorado
$399K – – –
IA
36
IFG Advisory
Georgia
$360K +$65.1K +1,657 +22%
Citadel Advisors
37
Citadel Advisors
Florida
$359K +$359K +9,135 New
ACM
38
Armbruster Capital Management
New York
$344K – – –
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$325K +$63.4K +1,614 +24%
BA
40
Bridge Advisory
California
$305K +$305K +7,732 New
VAS
41
Vestmark Advisory Solutions
Massachusetts
$290K +$290K +7,372 New
MML Investors Services
42
MML Investors Services
Massachusetts
$252K +$29.1K +739 +13%
PAG
43
Private Advisor Group
New Jersey
$242K +$58.3K +1,482 +32%
FPGK
44
Financial Partners Group (Kansas)
Kansas
$235K – – –
AWM
45
Avaii Wealth Management
Wisconsin
$231K -$81.8K -2,083 -26%
SWM
46
Silverlake Wealth Management
Vermont
$231K – – –
UWPG
47
Ullmann Wealth Partners Group
Florida
$207K – – –
SWM
48
Spire Wealth Management
Virginia
$177K – – –
APA
49
American Portfolios Advisors
New York
$154K +$44K +1,118 +40%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$138K – – –
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