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

62 hedge funds and large institutions have $136M invested in Invesco S&P MidCap Value with Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-4
Holders Change %
-6.06%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
8
Increased
21
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$24.7M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$3.51M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.96M
4
FHC
4
First Heartland Consultants
Missouri
$2.31M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.09M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.35M
2
MCC
2
Money Concepts Capital
Florida
$1.39M
3
LPL Financial
3
LPL Financial
California
$14.1M
4
ASN
4
Advisory Services Network
Georgia
$0
5
AWS
5
Atria Wealth Solutions
New York
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
1
Connectus Wealth
Ohio
$24.7M +$24.7M +628,432 New
Ameriprise
2
Ameriprise
Minnesota
$23.3M +$306K +7,786 +1%
LPL Financial
3
LPL Financial
California
$14.1M -$2.64M -67,186 -16%
Morgan Stanley
4
Morgan Stanley
New York
$13.3M +$623K +15,843 +5%
Osaic Holdings
5
Osaic Holdings
Arizona
$7.96M +$1.82M +46,321 +30%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.09M +$959K +24,394 +23%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.35M -$21.4M -543,401 -83%
MTWM
8
Masso Torrence Wealth Management
New Jersey
$3.93M -$70.6K -1,795 -2%
Bank of America
9
Bank of America
North Carolina
$3.72M -$177K -4,511 -5%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$3.51M +$2.8M +71,274 +399%
Wells Fargo
11
Wells Fargo
California
$3.27M -$27.4K -698 -0.8%
AWS
12
Atria Wealth Solutions
New York
$2.86M -$568K -14,442 -17%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.68M +$48K +1,221 +2%
FHC
14
First Heartland Consultants
Missouri
$2.31M +$1.15M +29,334 +100%
MCC
15
Money Concepts Capital
Florida
$1.39M -$18.3M -463,494 -93%
EH
16
Equitable Holdings
New York
$1.3M -$7.32K -186 -0.6%
Citigroup
17
Citigroup
New York
$1.3M -$94.4K -2,402 -7%
ACS
18
Archford Capital Strategies
Illinois
$1.23M – – –
SPC
19
Sigma Planning Corp
Michigan
$1.07M +$106K +2,688 +11%
CP
20
Camelot Portfolios
Ohio
$997K -$313K -7,954 -24%
UWM
21
USAdvisors Wealth Management
Minnesota
$979K +$32K +813 +3%
VC
22
Vicus Capital
Pennsylvania
$866K +$866K +22,021 New
CAN
23
Cetera Advisor Networks
California
$844K +$337K +8,576 +67%
LAS
24
LWM Advisory Services
Florida
$715K -$495K -12,593 -41%
TRCT
25
Tower Research Capital (TRC)
New York
$684K +$506K +12,854 +283%
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