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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 $122M invested in Invesco S&P MidCap Value with Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
21
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.46M
3
WMWM
3
Whitaker-Myers Wealth Managers
Ohio
$6.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.54M
5
LPL Financial
5
LPL Financial
California
$20.8M

Top Sellers

1
MTWM
1
Masso Torrence Wealth Management
New Jersey
$0
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$692K
3
Bank of America
3
Bank of America
North Carolina
$10.2M
4
Stifel Financial
4
Stifel Financial
Missouri
$0
5
AWS
5
Atria Wealth Solutions
New York
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Avaii Wealth Management
Wisconsin
$483K +$4.13K +82 +0.9%
CWM
27
Cornerstone Wealth Management
Missouri
$464K +$101 +2 +0%
EH
28
Equitable Holdings
New York
$448K -$168K -3,337 -27%
ACM
29
Armbruster Capital Management
New York
$440K – – –
PAG
30
Private Advisor Group
New Jersey
$388K +$42.2K +838 +12%
Mariner
31
Mariner
Kansas
$345K +$345K +6,845 New
APWA
32
Atlas Private Wealth Advisors
New Jersey
$321K -$241K -4,788 -43%
GC
33
Guidance Capital
Kentucky
$314K +$314K +6,251 New
SWM
34
Silverlake Wealth Management
Vermont
$295K – – –
PS
35
Principal Securities
Iowa
$278K +$278K +5,528 New
UWPG
36
Ullmann Wealth Partners Group
Florida
$266K – – –
FAIM
37
Financial Advocates Investment Management
Washington
$233K +$3.78K +75 +2%
SPWM
38
Schrum Private Wealth Management
Florida
$227K – – –
SPC
39
Sigma Planning Corp
Michigan
$221K -$280K -5,556 -56%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$176K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$111K +$43.8K +871 +65%
AWM
42
Aspire Wealth Management
Massachusetts
$94.8K +$252 +5 +0.3%
TWD
43
True Wealth Design
Ohio
$83.8K – – –
UBS Group
44
UBS Group
Switzerland
$64.5K +$64.5K +1,282 New
HI
45
Harbour Investments
Wisconsin
$42.9K – – –
HIA
46
Harbor Investment Advisory
Maryland
$41.5K – – –
BCMIO
47
Beacon Capital Management Inc (Ohio)
Ohio
$35K -$50 -1 -0.1%
OP
48
ORG Partners
Indiana
$25.1K – – –
NS
49
NBC Securities
Alabama
$23K -$4.61K -94 -17%
NA
50
NewEdge Advisors
Louisiana
$15.9K -$3.02K -60 -16%
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