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Invesco S&P MidCap Value with Momentum ETF

66 hedge funds and large institutions have $183M invested in Invesco S&P MidCap Value with Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
19
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$31.5M +$29.6M +613,227 +1,501%
Ameriprise
2
Ameriprise
Minnesota
$28.1M +$5.42M +112,481 +24%
MCC
3
Money Concepts Capital
Florida
$24M +$3.24M +67,173 +16%
LPL Financial
4
LPL Financial
California
$20.6M +$1.35M +28,019 +7%
Morgan Stanley
5
Morgan Stanley
New York
$15.6M +$9.67M +200,668 +163%
Osaic Holdings
6
Osaic Holdings
Arizona
$7.52M +$461K +9,560 +7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.06M +$578K +11,984 +13%
MTWM
8
Masso Torrence Wealth Management
New Jersey
$4.91M +$7.38K +153 +0.2%
Bank of America
9
Bank of America
North Carolina
$4.78M +$3.72M +77,202 +353%
AWS
10
Atria Wealth Solutions
New York
$4.2M +$4.2M +87,108 New
Wells Fargo
11
Wells Fargo
California
$4.05M +$763K +15,832 +23%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.23M +$2.37M +49,240 +278%
Citigroup
13
Citigroup
New York
$1.71M -$8.1K -168 -0.5%
ASN
14
Advisory Services Network
Georgia
$1.64M -$267K -5,532 -14%
CP
15
Camelot Portfolios
Ohio
$1.61M -$170K -3,519 -10%
EH
16
Equitable Holdings
New York
$1.6M +$580K +12,041 +57%
LAS
17
LWM Advisory Services
Florida
$1.48M +$294K +6,107 +25%
ACS
18
Archford Capital Strategies
Illinois
$1.46M -$15.1K -323 -1%
FHC
19
First Heartland Consultants
Missouri
$1.41M +$1.41M +29,316 New
RJA
20
Raymond James & Associates
Florida
$1.19M -$18.7K -389 -2%
SPC
21
Sigma Planning Corp
Michigan
$1.18M +$267K +5,529 +29%
UWM
22
USAdvisors Wealth Management
Minnesota
$1.16M -$97.5K -2,023 -8%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$965K -$69.7K -1,445 -7%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$933K +$933K +19,347 New
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$861K +$861K +17,861 New