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Invesco S&P MidCap Value with Momentum ETF
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Overview Fund Activity

29 hedge funds and large institutions have $15.6M invested in Invesco S&P MidCap Value with Momentum ETF in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$2.13M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.1M
3
Jane Street
3
Jane Street
New York
$461K
4
Citadel Advisors
4
Citadel Advisors
Florida
$701K
5
CAN
5
Claraphi Advisory Network
United States
$47K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$375K
2
UBS Group
2
UBS Group
Switzerland
$40K
3
Morgan Stanley
3
Morgan Stanley
New York
$3.43M
4
Citigroup
4
Citigroup
New York
$1.88M
5
Bank of America
5
Bank of America
North Carolina
$502K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.43M -$160K -4,928 -4%
Ameriprise
2
Ameriprise
Minnesota
$2.13M +$2.13M +65,818 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.1M +$930K +28,728 +80%
Citigroup
4
Citigroup
New York
$1.88M -$76.4K -2,361 -4%
AG
5
Advisor Group
Arizona
$1.03M +$11.7K +362 +1%
Citadel Advisors
6
Citadel Advisors
Florida
$701K +$108K +3,350 +18%
Bank of America
7
Bank of America
North Carolina
$502K -$52.4K -1,618 -9%
Jane Street
8
Jane Street
New York
$461K +$461K +14,255 New
LPL Financial
9
LPL Financial
California
$434K +$4.56K +141 +1%
TIA
10
Tiemann Investment Advisors
California
$418K +$3.21K +99 +0.8%
CAN
11
Cetera Advisor Networks
California
$392K – – –
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$375K -$567K -17,538 -60%
IFWM
13
Institute for Wealth Management
Colorado
$368K – – –
CIBC World Market
14
CIBC World Market
Ontario, Canada
$324K -$18.8K -580 -5%
UWPG
15
Ullmann Wealth Partners Group
Florida
$272K -$23.2K -718 -8%
GWM
16
Geneos Wealth Management
Colorado
$143K +$27.2K +856 +23%
Wells Fargo
17
Wells Fargo
California
$134K -$12.8K -396 -9%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$116K +$97 +3 +0.1%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$101K – – –
CAN
20
Claraphi Advisory Network
United States
$47K +$47K +1,465 New
NFG
21
Next Financial Group
Texas
$45K +$386 +12 +0.9%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$44K -$2.58K -80 -6%
SPIA
23
Steward Partners Investment Advisory
New York
$43K – – –
BCMIO
24
Beacon Capital Management Inc (Ohio)
Ohio
$42K – – –
UBS Group
25
UBS Group
Switzerland
$40K -$304K -9,323 -88%
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