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Invesco S&P MidCap Value with Momentum ETF

36 hedge funds and large institutions have $62.7M invested in Invesco S&P MidCap Value with Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+8
Holders Change %
+28.57%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
9
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCC
1
Money Concepts Capital
Florida
$19.5M +$2.18M +48,722 +13%
LPL Financial
2
LPL Financial
California
$12.8M +$7.91M +177,090 +161%
Ameriprise
3
Ameriprise
Minnesota
$11.2M +$9.33M +208,938 +492%
Morgan Stanley
4
Morgan Stanley
New York
$3.57M +$485K +10,863 +16%
Citigroup
5
Citigroup
New York
$1.89M -$249K -5,564 -12%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.77M -$187K -4,183 -10%
RJA
7
Raymond James & Associates
Florida
$1.61M +$1.61M +35,958 New
Wells Fargo
8
Wells Fargo
California
$1.55M +$1.02M +22,836 +192%
FA
9
Fermata Advisors
California
$1.08M +$1.08M +24,185 New
TAIM
10
TD Ameritrade Investment Management
Nebraska
$969K
Bank of America
11
Bank of America
North Carolina
$801K -$88.5K -1,981 -10%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$644K +$63.4K +1,419 +11%
EH
13
Equitable Holdings
New York
$522K +$522K +11,682 New
Brown Advisory
14
Brown Advisory
Maryland
$520K +$520K +11,634 New
CAN
15
Cetera Advisor Networks
California
$486K -$29.1K -650 -6%
IFWM
16
Institute for Wealth Management
Colorado
$460K
SWM
17
Spire Wealth Management
Virginia
$402K +$402K +9,000 New
FFA
18
Founders Financial Alliance
North Carolina
$396K +$396K +8,415 New
ACM
19
Armbruster Capital Management
New York
$391K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$341K +$73.1K +1,638 +27%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$329K -$396K -8,847 -55%
UWPG
22
Ullmann Wealth Partners Group
Florida
$240K +$240K +5,385 New
SPC
23
Sigma Planning Corp
Michigan
$238K +$238K +5,335 New
CCC
24
Crescent Capital Consulting
Louisiana
$193K +$193K +4,310 New
Osaic Holdings
25
Osaic Holdings
Arizona
$161K +$49K +1,101 +44%