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Invesco S&P MidCap Value with Momentum ETF

28 hedge funds and large institutions have $31.2M invested in Invesco S&P MidCap Value with Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCC
1
Money Concepts Capital
Florida
$14.2M +$14.2M +388,926 New
LPL Financial
2
LPL Financial
California
$4.02M +$2.64M +72,276 +193%
Morgan Stanley
3
Morgan Stanley
New York
$2.53M -$258K -7,052 -9%
Citigroup
4
Citigroup
New York
$1.75M -$37.6K -1,029 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.6M -$1.42M -38,731 -47%
Ameriprise
6
Ameriprise
Minnesota
$1.55M +$1.24M +34,062 +404%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$969K -$128K -3,499 -12%
Bank of America
8
Bank of America
North Carolina
$729K -$60.3K -1,647 -8%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$593K -$707K -19,308 -54%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$476K +$476K +13,000 New
Wells Fargo
11
Wells Fargo
California
$435K +$361K +9,850 +485%
CAN
12
Cetera Advisor Networks
California
$422K
IFWM
13
Institute for Wealth Management
Colorado
$377K
AWA
14
Arete Wealth Advisors
Illinois
$364K +$364K +10,171 New
ACM
15
Armbruster Capital Management
New York
$320K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$219K +$219K +6,005 New
BFEC
17
Benjamin F. Edwards & Company
Missouri
$129K +$10.6K +289 +9%
Osaic Holdings
18
Osaic Holdings
Arizona
$91K -$1.59K -44 -2%
GWM
19
Geneos Wealth Management
Colorado
$85K
NFG
20
Next Financial Group
Texas
$72K +$1.21K +33 +2%
UBS Group
21
UBS Group
Switzerland
$68K +$30.1K +825 +80%
SPIA
22
Steward Partners Investment Advisory
New York
$49K
BCMIO
23
Beacon Capital Management Inc (Ohio)
Ohio
$37K -$109 -3 -0.3%
HIA
24
Harbor Investment Advisory
Maryland
$30K
CFGS
25
Concourse Financial Group Securities
Alabama
$18K -$2.55K -70 -12%