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Invesco S&P MidCap Value with Momentum ETF

56 hedge funds and large institutions have $118M invested in Invesco S&P MidCap Value with Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
12
Increased
18
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$23M +$6.94M +142,123 +43%
MCC
2
Money Concepts Capital
Florida
$21.1M +$21.1M +431,370 New
LPL Financial
3
LPL Financial
California
$19.5M +$1.22M +25,032 +7%
Osaic Holdings
4
Osaic Holdings
Arizona
$7.16M +$1.26M +25,732 +21%
Morgan Stanley
5
Morgan Stanley
New York
$6M +$109K +2,240 +2%
MTWM
6
Masso Torrence Wealth Management
New Jersey
$4.97M +$4.97M +101,669 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.54M +$797K +16,311 +21%
Wells Fargo
8
Wells Fargo
California
$3.33M +$665K +13,618 +25%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2M -$2.48M -50,728 -55%
ASN
10
Advisory Services Network
Georgia
$1.94M +$1.94M +39,636 New
CP
11
Camelot Portfolios
Ohio
$1.8M +$1.29M +26,456 +255%
Citigroup
12
Citigroup
New York
$1.74M -$129K -2,640 -7%
ACS
13
Archford Capital Strategies
Illinois
$1.54M -$15.4K -315 -1%
CCC
14
Crescent Capital Consulting
Louisiana
$1.33M -$693K -14,203 -34%
UWM
15
USAdvisors Wealth Management
Minnesota
$1.28M +$62.5K +1,280 +5%
RJA
16
Raymond James & Associates
Florida
$1.22M -$6.2K -127 -0.5%
LAS
17
LWM Advisory Services
Florida
$1.21M +$1.21M +24,659 New
PWA
18
PCG Wealth Advisors
Kansas
$1.12M +$1.12M +22,800 New
Bank of America
19
Bank of America
North Carolina
$1.07M +$456K +9,330 +74%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$1.05M -$417K -8,543 -28%
EH
21
Equitable Holdings
New York
$1.04M +$99.7K +2,040 +11%
SPC
22
Sigma Planning Corp
Michigan
$927K -$35.6K -728 -4%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$866K +$53.8K +1,101 +7%
Stifel Financial
24
Stifel Financial
Missouri
$836K -$54.2K -1,109 -6%
Brown Advisory
25
Brown Advisory
Maryland
$759K