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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 $127M invested in Invesco S&P MidCap Value with Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
17
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Avior Wealth Management
Nebraska
$17.1M
2
Citadel Advisors
Citadel Advisors
Florida
$941K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$996K
4
WMWM
Whitaker-Myers Wealth Managers
Ohio
$8.55M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$5.08M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$4.1M
2
TC
Trilogy Capital
California
$0
3
LPL Financial
LPL Financial
California
$20M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.94M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCG
26
Breakwater Capital Group
New Jersey
$803K +$85.9K +1,663 +12%
MML Investors Services
27
MML Investors Services
Massachusetts
$689K -$185K -3,590 -21%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$689K -$128K -2,483 -16%
ZIM
29
Zacks Investment Management
Illinois
$566K -$16.3K -316 -3%
FAIM
30
Financial Advocates Investment Management
Washington
$551K +$329K +6,371 +148%
IWC
31
Integrated Wealth Concepts
Massachusetts
$531K +$531K +10,279 New
IFWM
32
Institute for Wealth Management
Colorado
$524K +$52 +1 +0%
SPC
33
Sigma Planning Corp
Michigan
$483K -$10.3K -199 -2%
EH
34
Equitable Holdings
New York
$459K +$49.9K +967 +12%
CWM
35
Cornerstone Wealth Management
Missouri
$452K +$52 +1 +0%
ACM
36
Armbruster Capital Management
New York
$452K – – –
Mariner
37
Mariner
Kansas
$361K +$7.13K +138 +2%
SWM
38
Silverlake Wealth Management
Vermont
$303K – – –
UWPG
39
Ullmann Wealth Partners Group
Florida
$273K – – –
PS
40
Principal Securities
Iowa
$270K -$14K -271 -5%
SPWM
41
Schrum Private Wealth Management
Florida
$232K – – –
9WM
42
9258 Wealth Management
Ohio
$216K – – –
BFEC
43
Benjamin F. Edwards & Company
Missouri
$181K – – –
AWM
44
Aspire Wealth Management
Massachusetts
$96.9K -$516 -10 -0.5%
IAIM
45
International Assets Investment Management
Florida
$88.3K +$88.3K +1,710 New
TWD
46
True Wealth Design
Ohio
$86K – – –
FFA
47
Farther Finance Advisors
California
$76.8K +$76.8K +1,500 New
SPIA
48
Steward Partners Investment Advisory
New York
$69.2K – – –
HI
49
Harbour Investments
Wisconsin
$44K – – –
HIA
50
Harbor Investment Advisory
Maryland
$42.6K – – –
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2
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