XMVM icon

Invesco S&P MidCap Value with Momentum ETF

29 hedge funds and large institutions have $12M invested in Invesco S&P MidCap Value with Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+7
Holders Change %
+31.82%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
6
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.13M +$10.3K +373 +0.3%
Citigroup
2
Citigroup
New York
$1.72M +$53.7K +1,948 +3%
Jane Street
3
Jane Street
New York
$1.31M +$1.31M +47,587 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$902K +$902K +32,738 New
AG
5
Advisor Group
Arizona
$830K +$49K +1,779 +6%
Bank of America
6
Bank of America
North Carolina
$807K +$471K +17,112 +140%
Goldman Sachs
7
Goldman Sachs
New York
$691K +$691K +25,095 New
LPL Financial
8
LPL Financial
California
$390K -$53.2K -1,931 -12%
CAN
9
Cetera Advisor Networks
California
$344K
IFWM
10
Institute for Wealth Management
Colorado
$313K +$313K +11,354 New
UBS Group
11
UBS Group
Switzerland
$294K +$5.52K +200 +2%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$292K
UWPG
13
Ullmann Wealth Partners Group
Florida
$271K -$4.91K -178 -2%
GWM
14
Geneos Wealth Management
Colorado
$123K -$28.7K -1,055 -19%
Wells Fargo
15
Wells Fargo
California
$118K -$885K -32,238 -88%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$99K -$12.5K -452 -11%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$82K -$80.6K -2,896 -50%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$66K
BCMIO
19
Beacon Capital Management Inc (Ohio)
Ohio
$48K -$5.55K -203 -10%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$40K -$554 -20 -1%
NFG
21
Next Financial Group
Texas
$38K +$38K +1,383 New
CFGS
22
Concourse Financial Group Securities
Alabama
$35K +$25.5K +927 +269%
KCM
23
Karp Capital Management
California
$15K +$15K +546 New
CCM
24
Cribstone Capital Management
Maine
$13K
AIC
25
Ameritas Investment Company
Nebraska
$11K +$11K +412 New