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

63 hedge funds and large institutions have $1.23B invested in Invesco S&P MidCap Value with Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
22
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$1.09B
2
RJFSA
Raymond James Financial Services Advisors
Florida
$11M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$12.5M
4
LPL Financial
LPL Financial
California
$18.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.56M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$18.8M
2
PWA
PCG Wealth Advisors
Kansas
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$295K
4
TRCT
Tower Research Capital (TRC)
New York
$0
5
Morgan Stanley
Morgan Stanley
New York
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$1.02M -$239K -5,436 -19%
CAN
27
Cetera Advisor Networks
California
$913K -$21.6K -490 -2%
SPC
28
Sigma Planning Corp
Michigan
$887K -$11.2K -255 -1%
Stifel Financial
29
Stifel Financial
Missouri
$744K -$8.94K -203 -1%
Brown Advisory
30
Brown Advisory
Maryland
$680K – – –
APWA
31
Atlas Private Wealth Advisors
New Jersey
$657K -$10.1K -230 -2%
BA
32
Bridge Advisory
California
$553K +$168K +3,826 +44%
ZIM
33
Zacks Investment Management
Illinois
$471K +$471K +10,700 New
IA
34
IFG Advisory
Georgia
$451K -$749 -17 -0.2%
TAIM
35
TD Ameritrade Investment Management
Nebraska
$448K -$90.1K -2,045 -17%
IFWM
36
Institute for Wealth Management
Colorado
$447K – – –
AWM
37
Avaii Wealth Management
Wisconsin
$386K +$37.2K +844 +11%
ACM
38
Armbruster Capital Management
New York
$385K – – –
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$378K -$55.5K -1,260 -13%
VAS
40
Vestmark Advisory Solutions
Massachusetts
$338K +$51.4K +1,168 +18%
MML Investors Services
41
MML Investors Services
Massachusetts
$317K +$40.9K +927 +15%
Citadel Advisors
42
Citadel Advisors
Florida
$309K -$286K -6,503 -48%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$295K -$1.12M -25,364 -79%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$292K +$54.8K +1,245 +23%
SWM
45
Silverlake Wealth Management
Vermont
$259K – – –
UWPG
46
Ullmann Wealth Partners Group
Florida
$232K +$264 +6 +0.1%
LAS
47
LWM Advisory Services
Florida
$205K +$205K +4,648 New
BFEC
48
Benjamin F. Edwards & Company
Missouri
$154K -$352 -8 -0.2%
UBS Group
49
UBS Group
Switzerland
$129K +$45.8K +1,041 +55%
AWM
50
Aspire Wealth Management
Massachusetts
$82.1K +$62.1K +1,410 +311%
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