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Invesco S&P MidCap Value with Momentum ETF

63 hedge funds and large institutions have $1.23B invested in Invesco S&P MidCap Value with Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
22
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$1.09B +$1.09B +24,829 New
Ameriprise
2
Ameriprise
Minnesota
$18.8M -$7.65M -174,058 -29%
LPL Financial
3
LPL Financial
California
$18.8M +$2.66M +60,366 +17%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$12.5M +$6.86M +155,727 +121%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$11M +$8.11M +184,249 +277%
Morgan Stanley
6
Morgan Stanley
New York
$10.9M -$951K -21,596 -8%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.71M +$39.2K +890 +0.5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.62M +$810K +18,399 +17%
MTWM
9
Masso Torrence Wealth Management
New Jersey
$4.5M +$88.3K +2,005 +2%
Bank of America
10
Bank of America
North Carolina
$3.93M -$393K -8,926 -9%
AWS
11
Atria Wealth Solutions
New York
$3.92M +$1.03M +23,340 +36%
Wells Fargo
12
Wells Fargo
California
$3.79M +$927K +21,048 +32%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$3.35M -$612K -13,897 -15%
WMWM
14
Whitaker-Myers Wealth Managers
Ohio
$1.98M +$1.98M +44,995 New
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$1.56M +$1.45M +33,031 +1,354%
RJA
16
Raymond James & Associates
Florida
$1.54M +$816K +18,520 +112%
UWM
17
USAdvisors Wealth Management
Minnesota
$1.47M +$226K +5,137 +18%
MCC
18
Money Concepts Capital
Florida
$1.39M -$307K -6,967 -18%
Citigroup
19
Citigroup
New York
$1.34M -$80.5K -1,828 -6%
VC
20
Vicus Capital
Pennsylvania
$1.33M +$156K +3,532 +13%
WIA
21
World Investment Advisors
California
$1.17M +$1.17M +26,620 New
ACS
22
Archford Capital Strategies
Illinois
$1.13M -$248K -5,622 -18%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.11M +$568K +12,892 +104%
FA
24
Fiducient Advisors
Illinois
$1.08M +$1.08M +24,550 New
MA
25
MJP Associates
Connecticut
$1.08M +$1.08M +24,550 New