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

57 hedge funds and large institutions have $106M invested in Invesco S&P MidCap Value with Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
19
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WMWM
Whitaker-Myers Wealth Managers
Ohio
$5.23M
2
Bank of America
Bank of America
North Carolina
$11.1M
3
IWC
Integrated Wealth Concepts
Massachusetts
$618K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.58M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$3.71M

Top Sellers

1
ACS
Archford Capital Strategies
Illinois
$0
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$2.97M
3
AWS
Atria Wealth Solutions
New York
$3.9M
4
VAS
Vestmark Advisory Solutions
Massachusetts
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$540K +$8.11K +177 +2%
APWA
27
Atlas Private Wealth Advisors
New Jersey
$512K -$156K -3,404 -23%
BA
28
Bridge Advisory
California
$505K -$963 -21 -0.2%
ZIM
29
Zacks Investment Management
Illinois
$497K +$1.93K +42 +0.4%
IFWM
30
Institute for Wealth Management
Colorado
$465K – – –
SPC
31
Sigma Planning Corp
Michigan
$456K -$2.89K -63 -0.6%
AWM
32
Avaii Wealth Management
Wisconsin
$436K -$1.05K -23 -0.2%
CWM
33
Cornerstone Wealth Management
Missouri
$422K +$92 +2 +0%
ACM
34
Armbruster Capital Management
New York
$401K – – –
PAG
35
Private Advisor Group
New Jersey
$315K +$1.83K +40 +0.6%
SWM
36
Silverlake Wealth Management
Vermont
$269K – – –
UWPG
37
Ullmann Wealth Partners Group
Florida
$242K – – –
FAIM
38
Financial Advocates Investment Management
Washington
$209K +$8.62K +188 +4%
SPWM
39
Schrum Private Wealth Management
Florida
$206K – – –
ASN
40
Advisory Services Network
Georgia
$202K -$9.54K -208 -5%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$161K – – –
AWM
42
Aspire Wealth Management
Massachusetts
$86.1K +$46 +1 +0.1%
TWD
43
True Wealth Design
Ohio
$76.3K – – –
SPIA
44
Steward Partners Investment Advisory
New York
$61.4K – – –
HI
45
Harbour Investments
Wisconsin
$39.1K – – –
HIA
46
Harbor Investment Advisory
Maryland
$37.8K – – –
BCMIO
47
Beacon Capital Management Inc (Ohio)
Ohio
$32K -$92 -2 -0.3%
NS
48
NBC Securities
Alabama
$25K +$25K +563 New
OP
49
ORG Partners
Indiana
$22.8K – – –
NA
50
NewEdge Advisors
Louisiana
$17.2K – – –
1
2
3