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

46 hedge funds and large institutions have $152M invested in Invesco S&P MidCap Value with Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+10
Holders Change %
+27.78%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
17
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$61.2M
2
PS
2
Portfolio Strategies
New York
$18.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$9.92M
4
LPL Financial
4
LPL Financial
California
$17M
5
CCC
5
Crescent Capital Consulting
Louisiana
$3.73M

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$1.03M
2
Citigroup
2
Citigroup
New York
$1.83M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.73M
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$0
5
Bank of America
5
Bank of America
North Carolina
$784K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$61.2M +$60.5M +1,334,980 +9,258%
PS
2
Portfolio Strategies
New York
$18.9M +$18.9M +417,074 New
LPL Financial
3
LPL Financial
California
$17M +$4.01M +88,518 +31%
Ameriprise
4
Ameriprise
Minnesota
$14.5M +$3.18M +70,342 +28%
Morgan Stanley
5
Morgan Stanley
New York
$9.92M +$6.29M +138,746 +173%
CCC
6
Crescent Capital Consulting
Louisiana
$3.73M +$3.54M +78,083 +1,812%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.91M +$2.57M +56,592 +740%
Wells Fargo
8
Wells Fargo
California
$2.45M +$878K +19,371 +56%
RJA
9
Raymond James & Associates
Florida
$2.23M +$595K +13,125 +37%
CCP
10
Cardan Capital Partners
Colorado
$2.01M +$2.01M +44,349 New
Citigroup
11
Citigroup
New York
$1.83M -$93.2K -2,056 -5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.73M -$70.4K -1,554 -4%
FA
13
Fermata Advisors
California
$1.25M +$151K +3,327 +14%
TAIM
14
TD Ameritrade Investment Management
Nebraska
$1.03M -$167K -3,684 -14%
EH
15
Equitable Holdings
New York
$972K +$442K +9,751 +83%
Stifel Financial
16
Stifel Financial
Missouri
$828K +$828K +18,274 New
Osaic Holdings
17
Osaic Holdings
Arizona
$804K +$640K +14,119 +391%
SPC
18
Sigma Planning Corp
Michigan
$796K +$554K +12,226 +229%
Bank of America
19
Bank of America
North Carolina
$784K -$28.4K -627 -3%
Brown Advisory
20
Brown Advisory
Maryland
$704K +$177K +3,900 +34%
WIA
21
World Investment Advisors
California
$624K +$624K +13,757 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$536K +$203K +4,470 +61%
CAN
23
Cetera Advisor Networks
California
$468K -$25.1K -554 -5%
UWM
24
USAdvisors Wealth Management
Minnesota
$466K +$466K +10,294 New
IFWM
25
Institute for Wealth Management
Colorado
$463K -$3.95K -87 -0.8%
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