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

60 hedge funds and large institutions have $104M invested in Invesco S&P MidCap Value with Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
18
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$10M
2
LPL Financial
LPL Financial
California
$18.4M
3
TC
Trilogy Capital
California
$592K
4
FTUS
Flow Traders U.S.
New York
$256K
5
SPWM
Schrum Private Wealth Management
Florida
$207K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$8.63M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.91M
3
Wells Fargo
Wells Fargo
California
$1.79M
4
UWM
USAdvisors Wealth Management
Minnesota
$0
5
MCC
Money Concepts Capital
Florida
$1.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$535K +$183K +3,967 +52%
BA
27
Bridge Advisory
California
$509K +$42.5K +922 +9%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$506K +$16K +347 +3%
ZIM
29
Zacks Investment Management
Illinois
$498K +$2.44K +53 +0.5%
IFWM
30
Institute for Wealth Management
Colorado
$468K – – –
SPC
31
Sigma Planning Corp
Michigan
$462K -$158K -3,422 -25%
AWM
32
Avaii Wealth Management
Wisconsin
$440K +$45.1K +979 +11%
CWM
33
Cornerstone Wealth Management
Missouri
$424K +$138 +3 +0%
ACM
34
Armbruster Capital Management
New York
$403K – – –
VAS
35
Vestmark Advisory Solutions
Massachusetts
$340K -$26.9K -583 -7%
PAG
36
Private Advisor Group
New Jersey
$315K -$16.9K -366 -5%
TAIM
37
TD Ameritrade Investment Management
Nebraska
$305K -$81.7K -1,772 -21%
SWM
38
Silverlake Wealth Management
Vermont
$271K – – –
FTUS
39
Flow Traders U.S.
New York
$256K +$256K +5,551 New
UWPG
40
Ullmann Wealth Partners Group
Florida
$244K – – –
ASN
41
Advisory Services Network
Georgia
$213K – – –
SPWM
42
Schrum Private Wealth Management
Florida
$207K +$207K +4,500 New
FAIM
43
Financial Advocates Investment Management
Washington
$202K +$202K +4,374 New
BFEC
44
Benjamin F. Edwards & Company
Missouri
$162K – – –
UBS Group
45
UBS Group
Switzerland
$116K +$24.1K +522 +26%
AWM
46
Aspire Wealth Management
Massachusetts
$86.6K +$323 +7 +0.4%
TWD
47
True Wealth Design
Ohio
$76.8K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$61.7K – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$40.3K +$40.3K +875 New
HI
50
Harbour Investments
Wisconsin
$39.3K -$4.61K -100 -11%
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