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Invesco S&P MidCap Value with Momentum ETF

56 hedge funds and large institutions have $105M invested in Invesco S&P MidCap Value with Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-6
Holders Change %
-9.68%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
24
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$23.2M +$365K +9,442 +2%
LPL Financial
2
LPL Financial
California
$14.1M +$236K +6,105 +2%
Morgan Stanley
3
Morgan Stanley
New York
$10.4M -$2.73M -70,540 -21%
Osaic Holdings
4
Osaic Holdings
Arizona
$7.61M -$209K -5,396 -3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.97M -$27.9K -722 -0.6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.22M -$58.9K -1,524 -1%
MTWM
7
Masso Torrence Wealth Management
New Jersey
$3.87M +$4.33K +112 +0.1%
Bank of America
8
Bank of America
North Carolina
$3.79M +$139K +3,597 +4%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$3.48M +$31K +801 +0.9%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.57M -$62.7K -1,621 -2%
AWS
11
Atria Wealth Solutions
New York
$2.54M -$270K -6,991 -10%
Wells Fargo
12
Wells Fargo
California
$2.51M -$703K -18,195 -22%
MCC
13
Money Concepts Capital
Florida
$1.49M +$138K +3,582 +10%
PWA
14
PCG Wealth Advisors
Kansas
$1.27M +$629K +16,214 +98%
Citigroup
15
Citigroup
New York
$1.25M -$27.5K -711 -2%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.24M +$919K +23,783 +287%
ACS
17
Archford Capital Strategies
Illinois
$1.21M
EH
18
Equitable Holdings
New York
$1.11M -$170K -4,396 -13%
UWM
19
USAdvisors Wealth Management
Minnesota
$1.09M +$130K +3,359 +13%
TRCT
20
Tower Research Capital (TRC)
New York
$1.03M +$358K +9,261 +53%
VC
21
Vicus Capital
Pennsylvania
$1.03M +$177K +4,572 +21%
CAN
22
Cetera Advisor Networks
California
$821K -$8.89K -230 -1%
SPC
23
Sigma Planning Corp
Michigan
$789K -$263K -6,797 -25%
Stifel Financial
24
Stifel Financial
Missouri
$661K +$39 +1 +0%
RJA
25
Raymond James & Associates
Florida
$638K +$47.7K +1,234 +8%