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Invesco S&P MidCap Value with Momentum ETF

51 hedge funds and large institutions have $73.7M invested in Invesco S&P MidCap Value with Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
12
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$16.7M -$86.7K -1,940 -0.5%
Ameriprise
2
Ameriprise
Minnesota
$14.7M +$329K +7,372 +2%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.4M +$4.6M +103,049 +581%
Morgan Stanley
4
Morgan Stanley
New York
$5.39M -$4.38M -98,101 -45%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.09M +$2.39M +53,496 +140%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.43M +$556K +12,448 +19%
Wells Fargo
7
Wells Fargo
California
$2.43M +$17.7K +397 +0.7%
CCC
8
Crescent Capital Consulting
Louisiana
$1.85M -$1.82M -40,922 -50%
Citigroup
9
Citigroup
New York
$1.71M -$90.7K -2,029 -5%
ACS
10
Archford Capital Strategies
Illinois
$1.42M +$1.42M +31,871 New
RJA
11
Raymond James & Associates
Florida
$1.12M -$1.07M -23,917 -49%
UWM
12
USAdvisors Wealth Management
Minnesota
$1.11M +$649K +14,525 +141%
FTUS
13
Flow Traders U.S.
New York
$1.06M +$1.06M +23,658 New
SPC
14
Sigma Planning Corp
Michigan
$881K +$96.1K +2,150 +12%
EH
15
Equitable Holdings
New York
$858K -$99.4K -2,226 -10%
TAIM
16
TD Ameritrade Investment Management
Nebraska
$851K +$204K +7,183 +31%
Stifel Financial
17
Stifel Financial
Missouri
$814K -$2.32K -52 -0.3%
TRCT
18
Tower Research Capital (TRC)
New York
$789K +$789K +17,656 New
CCP
19
Cardan Capital Partners
Colorado
$752K -$1.23M -27,510 -62%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$743K -$59.6M -1,332,771 -99%
Brown Advisory
21
Brown Advisory
Maryland
$694K
Citadel Advisors
22
Citadel Advisors
Florida
$596K +$596K +13,347 New
Bank of America
23
Bank of America
North Carolina
$560K -$213K -4,769 -28%
WIA
24
World Investment Advisors
California
$556K -$58.7K -1,313 -10%
CP
25
Camelot Portfolios
Ohio
$463K +$21.6K +484 +5%