XMVM icon

Invesco S&P MidCap Value with Momentum ETF

25 hedge funds and large institutions have $10.8M invested in Invesco S&P MidCap Value with Momentum ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+25
Holders Change %
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.12M +$3.12M +100,483 New
Citigroup
2
Citigroup
New York
$1.64M +$1.64M +52,951 New
Wells Fargo
3
Wells Fargo
California
$1.15M +$1.15M +36,899 New
Jane Street
4
Jane Street
New York
$756K +$756K +24,345 New
AG
5
Advisor Group
Arizona
$688K +$688K +22,146 New
CWM
6
Cornerstone Wealth Management
Missouri
$620K +$620K +19,214 New
LPL Financial
7
LPL Financial
California
$488K +$488K +15,721 New
UWPG
8
Ullmann Wealth Partners Group
Florida
$327K +$327K +10,562 New
UBS Group
9
UBS Group
Switzerland
$325K +$325K +10,454 New
Bank of America
10
Bank of America
North Carolina
$319K +$319K +10,275 New
Citadel Advisors
11
Citadel Advisors
Florida
$278K +$278K +8,948 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$226K +$226K +7,293 New
CIBC World Market
13
CIBC World Market
Ontario, Canada
$217K +$217K +7,000 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$156K +$156K +5,023 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$140K +$140K +4,522 New
BFEC
16
Benjamin F. Edwards & Company
Missouri
$75K +$75K +2,407 New
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$65K +$65K +2,081 New
BCMIO
18
Beacon Capital Management Inc (Ohio)
Ohio
$63K +$63K +2,030 New
SPIA
19
Steward Partners Investment Advisory
New York
$42K +$42K +1,339 New
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30K +$30K +967 New
CCM
21
Cribstone Capital Management
Maine
$15K +$15K +475 New
BlackRock
22
BlackRock
New York
$7K +$7K +210 New
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$6K +$6K +190 New
MA
24
MCF Advisors
Kentucky
$2K +$2K +63 New