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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 %
HIA
51
Harbor Investment Advisory
Maryland
$38K – – –
BCMIO
52
Beacon Capital Management Inc (Ohio)
Ohio
$32.2K – – –
OP
53
ORG Partners
Indiana
$23.1K +$23.1K +498 New
NA
54
NewEdge Advisors
Louisiana
$17.3K – – –
TLA
55
Tanglewood Legacy Advisors
Texas
$13.6K – – –
RI
56
Ridgewood Investments
New Jersey
$5.53K – – –
IPW
57
Impact Partnership Wealth
Georgia
$2.49K +$2.49K +54 New
CSPIA
58
Cary Street Partners Investment Advisory
Virginia
$2.31K -$46 -1 -2%
FBC
59
Fairfield, Bush & Co
Connecticut
$692 +$692 +15 New
FFA
60
Founders Financial Alliance
North Carolina
$46 – – –
UWM
61
USAdvisors Wealth Management
Minnesota
– -$1.68M -38,390 Closed
Citadel Advisors
62
Citadel Advisors
Florida
– -$1.32M -30,265 Closed
WIA
63
World Investment Advisors
California
– -$989K -22,669 Closed
Brown Advisory
64
Brown Advisory
Maryland
– -$604K -13,846 Closed
IA
65
IFG Advisory
Georgia
– -$439K -10,064 Closed
BAM
66
Belpointe Asset Management
Nevada
– -$13.1K -301 Closed
AAS
67
Ameritas Advisory Services
Nebraska
– -$6.79K -158 Closed
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