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Invesco S&P MidCap Value with Momentum ETF

60 hedge funds and large institutions have $104M invested in Invesco S&P MidCap Value with Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
18
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$18.4M +$759K +16,467 +4%
Morgan Stanley
2
Morgan Stanley
New York
$10.7M -$57.8K -1,253 -0.5%
Bank of America
3
Bank of America
North Carolina
$10M +$6.04M +131,056 +151%
Osaic Holdings
4
Osaic Holdings
Arizona
$8.7M -$853K -18,495 -9%
Ameriprise
5
Ameriprise
Minnesota
$8.63M -$10.1M -218,856 -54%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.91M -$7.12M -154,357 -59%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.37M +$21.8K +472 +0.5%
AWS
8
Atria Wealth Solutions
New York
$4.27M +$130K +2,812 +3%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$3.83M -$92.4K -2,004 -2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.43M -$48.4K -1,049 -1%
MTWM
11
Masso Torrence Wealth Management
New Jersey
$3.19M -$957K -20,756 -23%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$2.11M +$191K +4,145 +10%
WMWM
13
Whitaker-Myers Wealth Managers
Ohio
$1.93M +$82.4K +1,788 +4%
Wells Fargo
14
Wells Fargo
California
$1.79M -$2.33M -50,617 -57%
MCC
15
Money Concepts Capital
Florida
$1.45M -$1.66M -36,015 -53%
Citigroup
16
Citigroup
New York
$1.33M +$119K +2,583 +10%
CAN
17
Cetera Advisor Networks
California
$1.23M +$88.3K +1,915 +8%
ACS
18
Archford Capital Strategies
Illinois
$1.22M
RJA
19
Raymond James & Associates
Florida
$993K -$830K -18,007 -46%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$965K -$5.81K -126 -0.6%
EH
21
Equitable Holdings
New York
$783K -$212K -4,605 -21%
Stifel Financial
22
Stifel Financial
Missouri
$779K +$23.9K +518 +3%
APWA
23
Atlas Private Wealth Advisors
New Jersey
$672K +$185K +4,015 +38%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$616K -$838K -18,179 -58%
TC
25
Trilogy Capital
California
$592K +$592K +12,471 New