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Invesco S&P MidCap Value with Momentum ETF

22 hedge funds and large institutions have $10.7M invested in Invesco S&P MidCap Value with Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
-3
Holders Change %
-12%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.55M +$403K +12,893 +13%
Citigroup
2
Citigroup
New York
$1.89M +$230K +7,343 +14%
Wells Fargo
3
Wells Fargo
California
$1.14M -$11.3K -361 -1%
AG
4
Advisor Group
Arizona
$887K +$195K +6,223 +28%
LPL Financial
5
LPL Financial
California
$503K +$11.5K +369 +2%
CAN
6
Cetera Advisor Networks
California
$388K +$388K +12,417 New
Bank of America
7
Bank of America
North Carolina
$382K +$60.3K +1,926 +19%
CIBC World Market
8
CIBC World Market
Ontario, Canada
$332K +$113K +3,600 +51%
UBS Group
9
UBS Group
Switzerland
$327K
UWPG
10
Ullmann Wealth Partners Group
Florida
$313K -$17.2K -551 -5%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$216K -$12.1K -386 -5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$184K +$41.6K +1,319 +29%
GWM
13
Geneos Wealth Management
Colorado
$174K +$174K +5,570 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$126K -$31K -993 -20%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$75K
BCMIO
16
Beacon Capital Management Inc (Ohio)
Ohio
$61K -$2.18K -70 -3%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$46K +$46K +1,464 New
SPIA
18
Steward Partners Investment Advisory
New York
$42K
CCM
19
Cribstone Capital Management
Maine
$15K
CFGS
20
Concourse Financial Group Securities
Alabama
$11K +$11K +345 New
BlackRock
21
BlackRock
New York
$7K
Jane Street
22
Jane Street
New York
-$756K -24,345 Closed
CWM
23
Cornerstone Wealth Management
Missouri
-$620K -19,214 Closed
Citadel Advisors
24
Citadel Advisors
Florida
-$278K -8,948 Closed
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
-$65K -2,081 Closed