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

66 hedge funds and large institutions have $158M invested in Invesco S&P MidCap Value with Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
22
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$9.98M
2
AWM
2
Avior Wealth Management
Nebraska
$28.9M
3
SOS
3
Silver Oak Securities
Tennessee
$1.16M
4
WIA
4
World Investment Advisors
California
$931K
5
WMWM
5
Whitaker-Myers Wealth Managers
Ohio
$10.5M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.98M
2
AWS
2
Atria Wealth Solutions
New York
$2.06M
3
BFWM
3
Bright Futures Wealth Management
New York
$0
4
ZIM
4
Zacks Investment Management
Illinois
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$805K -$19.1K -344 -2%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$728K -$170K -3,064 -19%
MML Investors Services
28
MML Investors Services
Massachusetts
$678K -$18.3K -331 -3%
FAIM
29
Financial Advocates Investment Management
Washington
$565K -$61.6K -1,111 -10%
IFWM
30
Institute for Wealth Management
Colorado
$563K +$111 +2 +0%
IWC
31
Integrated Wealth Concepts
Massachusetts
$562K -$15.1K -273 -3%
ACM
32
Armbruster Capital Management
New York
$485K – – –
EH
33
Equitable Holdings
New York
$478K +$18.2K +329 +4%
CWM
34
Cornerstone Wealth Management
Missouri
$454K -$9.81K -177 -2%
SPC
35
Sigma Planning Corp
Michigan
$419K -$85.9K -1,550 -17%
Mariner
36
Mariner
Kansas
$412K +$9.2K +166 +2%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$374K +$374K +6,756 New
SWM
38
Silverlake Wealth Management
Vermont
$325K – – –
Jones Financial Companies
39
Jones Financial Companies
Missouri
$319K +$227K +4,090 +245%
CFP
40
Comprehensive Financial Planning
Pennsylvania
$317K +$317K +5,722 New
UBS Group
41
UBS Group
Switzerland
$313K +$34.3K +618 +12%
PS
42
Principal Securities
Iowa
$294K +$3.27K +59 +1%
UWPG
43
Ullmann Wealth Partners Group
Florida
$293K – – –
WA
44
Waverly Advisors
Alabama
$277K +$277K +5,003 New
SEIA
45
Signature Estate & Investment Advisors
California
$268K +$268K +4,831 New
AFP
46
Ausdal Financial Partners
Iowa
$253K +$253K +4,563 New
PPW
47
Parcion Private Wealth
Washington
$224K +$224K +4,046 New
TWD
48
True Wealth Design
Ohio
$92.3K – – –
NWM
49
Nova Wealth Management
Florida
$83K +$83K +1,498 New
SPIA
50
Steward Partners Investment Advisory
New York
$74.2K – – –
1
2
3