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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 $105M invested in Invesco S&P MidCap Value with Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-6
Holders Change %
-9.68%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
24
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.24M
2
PWA
PCG Wealth Advisors
Kansas
$1.27M
3
Ameriprise
Ameriprise
Minnesota
$23.2M
4
TRCT
Tower Research Capital (TRC)
New York
$1.03M
5
LPL Financial
LPL Financial
California
$14.1M

Top Sellers

1
CW
Connectus Wealth
Ohio
$0
2
Morgan Stanley
Morgan Stanley
New York
$10.4M
3
FHC
First Heartland Consultants
Missouri
$0
4
LAS
LWM Advisory Services
Florida
$0
5
Wells Fargo
Wells Fargo
California
$2.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
26
Brown Advisory
Maryland
$597K -$3.25K -84 -0.5%
CP
27
Camelot Portfolios
Ohio
$588K -$391K -10,122 -40%
APWA
28
Atlas Private Wealth Advisors
New Jersey
$585K -$2.63K -68 -0.4%
Citadel Advisors
29
Citadel Advisors
Florida
$523K +$170K +4,385 +48%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$478K +$22.8K +589 +5%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$472K -$139K -3,606 -23%
CWM
32
Cornerstone Wealth Management
Missouri
$447K +$16.3K +422 +4%
IA
33
IFG Advisory
Georgia
$396K +$42.3K +1,096 +12%
IFWM
34
Institute for Wealth Management
Colorado
$392K – – –
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$381K -$62.1K -1,605 -14%
ACM
36
Armbruster Capital Management
New York
$338K – – –
BA
37
Bridge Advisory
California
$338K +$38.9K +1,005 +13%
AWM
38
Avaii Wealth Management
Wisconsin
$306K +$79K +2,047 +35%
PAG
39
Private Advisor Group
New Jersey
$256K +$18.1K +468 +8%
VAS
40
Vestmark Advisory Solutions
Massachusetts
$251K -$33.4K -866 -12%
MML Investors Services
41
MML Investors Services
Massachusetts
$242K -$5.06K -131 -2%
SWM
42
Silverlake Wealth Management
Vermont
$227K – – –
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$208K +$208K +5,376 New
UWPG
44
Ullmann Wealth Partners Group
Florida
$204K +$310 +8 +0.2%
APA
45
American Portfolios Advisors
New York
$152K +$850 +22 +0.6%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$136K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$95K +$36K +924 +61%
UBS Group
48
UBS Group
Switzerland
$73K +$66.9K +1,733 +1,104%
SPIA
49
Steward Partners Investment Advisory
New York
$52K – – –
HI
50
Harbour Investments
Wisconsin
$41K – – –
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