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

59 hedge funds and large institutions have $105M invested in Invesco S&P MidCap Value with Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
20
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.38M
2
Citadel Advisors
Citadel Advisors
Florida
$1.32M
3
Osaic Holdings
Osaic Holdings
Arizona
$9.04M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.71M
5
MCC
Money Concepts Capital
Florida
$666K

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$0
2
RJFSA
Raymond James Financial Services Advisors
Florida
$3.29M
3
LPL Financial
LPL Financial
California
$16.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.11M
5
VC
Vicus Capital
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
26
Brown Advisory
Maryland
$604K -$70K -1,604 -10%
SPC
27
Sigma Planning Corp
Michigan
$586K -$293K -6,712 -33%
ZIM
28
Zacks Investment Management
Illinois
$469K +$2.23K +51 +0.5%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$464K +$175K +4,009 +61%
APWA
30
Atlas Private Wealth Advisors
New Jersey
$461K -$190K -4,355 -29%
IFWM
31
Institute for Wealth Management
Colorado
$443K – – –
BA
32
Bridge Advisory
California
$441K -$107K -2,449 -19%
IA
33
IFG Advisory
Georgia
$439K -$7.77K -178 -2%
CWM
34
Cornerstone Wealth Management
Missouri
$402K +$402K +9,203 New
ACM
35
Armbruster Capital Management
New York
$382K – – –
AWM
36
Avaii Wealth Management
Wisconsin
$373K -$9.56K -219 -2%
TAIM
37
TD Ameritrade Investment Management
Nebraska
$366K -$77.7K -1,780 -18%
VAS
38
Vestmark Advisory Solutions
Massachusetts
$347K +$12.4K +285 +4%
MML Investors Services
39
MML Investors Services
Massachusetts
$333K +$19.4K +444 +6%
PAG
40
Private Advisor Group
New Jersey
$314K +$314K +7,198 New
SWM
41
Silverlake Wealth Management
Vermont
$256K – – –
UWPG
42
Ullmann Wealth Partners Group
Florida
$231K +$349 +8 +0.2%
ASN
43
Advisory Services Network
Georgia
$202K +$188K +4,308 +1,394%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$153K – – –
UBS Group
45
UBS Group
Switzerland
$87.3K -$40.6K -931 -32%
AWM
46
Aspire Wealth Management
Massachusetts
$81.6K +$306 +7 +0.4%
TWD
47
True Wealth Design
Ohio
$72.7K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$58.4K -$1.48K -34 -2%
HI
49
Harbour Investments
Wisconsin
$41.6K +$2.18K +50 +6%
HIA
50
Harbor Investment Advisory
Maryland
$36K – – –
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2
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