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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 %
HI
51
Harbour Investments
Wisconsin
$47.2K – – –
HIA
52
Harbor Investment Advisory
Maryland
$45.7K – – –
Fidelity Investments
53
Fidelity Investments
Massachusetts
$34.8K +$4.94K +89 +17%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$28K +$28K +500 New
OP
55
ORG Partners
Indiana
$27.7K +$56 +1 +0.2%
NA
56
NewEdge Advisors
Louisiana
$17.5K – – –
MCM
57
MAI Capital Management
Ohio
$16.4K +$16.4K +296 New
TLA
58
Tanglewood Legacy Advisors
Texas
$16.3K – – –
GWM
59
Geneos Wealth Management
Colorado
$6.93K – – –
RI
60
Ridgewood Investments
New Jersey
$6.65K – – –
SS
61
Sunbelt Securities
Texas
$6.55K – – –
GWSG
62
GPS Wealth Strategies Group
Colorado
$5.54K – – –
PB
63
Pinnacle Bancorp
Nebraska
$4.27K – – –
AWM
64
AE Wealth Management
Kansas
$3.21K +$3.21K +58 New
CA
65
CoreCap Advisors
Michigan
$720 – – –
FFA
66
Founders Financial Alliance
North Carolina
$55 – – –
BFWM
67
Bright Futures Wealth Management
New York
– -$1.07M -18,825 Closed
ZIM
68
Zacks Investment Management
Illinois
– -$610K -11,003 Closed
Two Sigma Investments
69
Two Sigma Investments
New York
– -$272K -4,900 Closed
OMC
70
Old Mission Capital
Illinois
– -$269K -4,850 Closed
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
– -$206K -3,725 Closed
NS
72
NBC Securities
Alabama
– -$15K -283 Closed
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