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

24 hedge funds and large institutions have $11.6M invested in Invesco S&P MidCap Value with Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
–
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.34M
2
Ameriprise
2
Ameriprise
Minnesota
$239K
3
NFG
3
Next Financial Group
Texas
$55K
4
Citigroup
4
Citigroup
New York
$1.39M
5
UBS Group
5
UBS Group
Switzerland
$29K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.01M
2
Citadel Advisors
2
Citadel Advisors
Florida
$417K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.16M
4
TIA
4
Tiemann Investment Advisors
California
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$4K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.34M +$1.03M +36,414 +79%
Morgan Stanley
2
Morgan Stanley
New York
$2.16M -$371K -13,078 -15%
Citigroup
3
Citigroup
New York
$1.39M +$37K +1,306 +3%
LPL Financial
4
LPL Financial
California
$1.06M -$27.3K -963 -3%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.01M -$1.17M -41,093 -54%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$851K -$39.7K -1,398 -4%
Bank of America
7
Bank of America
North Carolina
$612K -$19.8K -698 -3%
Citadel Advisors
8
Citadel Advisors
Florida
$417K -$661K -23,294 -61%
CAN
9
Cetera Advisor Networks
California
$327K +$28 +1 +0%
IFWM
10
Institute for Wealth Management
Colorado
$292K – – –
ACM
11
Armbruster Capital Management
New York
$248K – – –
Ameriprise
12
Ameriprise
Minnesota
$239K +$239K +8,439 New
UWPG
13
Ullmann Wealth Partners Group
Florida
$212K -$20.2K -712 -9%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$92K – – –
Osaic Holdings
15
Osaic Holdings
Arizona
$73K +$171 +6 +0.2%
Wells Fargo
16
Wells Fargo
California
$58K -$3.6K -126 -6%
NFG
17
Next Financial Group
Texas
$55K +$55K +1,934 New
GWM
18
Geneos Wealth Management
Colorado
$52K -$10.5K -385 -17%
SPIA
19
Steward Partners Investment Advisory
New York
$38K – – –
BCMIO
20
Beacon Capital Management Inc (Ohio)
Ohio
$29K – – –
UBS Group
21
UBS Group
Switzerland
$29K +$29K +1,036 New
HIA
22
Harbor Investment Advisory
Maryland
$23K – – –
CFGS
23
Concourse Financial Group Securities
Alabama
$16K – – –
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$4K -$74.8K -2,750 -95%
TIA
25
Tiemann Investment Advisors
California
– -$260K -9,640 Closed
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