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

57 hedge funds and large institutions have $106M invested in Invesco S&P MidCap Value with Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
19
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WMWM
1
Whitaker-Myers Wealth Managers
Ohio
$5.23M
2
Bank of America
2
Bank of America
North Carolina
$11.1M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$618K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.58M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.71M

Top Sellers

1
ACS
1
Archford Capital Strategies
Illinois
$0
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$2.97M
3
AWS
3
Atria Wealth Solutions
New York
$3.9M
4
VAS
4
Vestmark Advisory Solutions
Massachusetts
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$18.4M +$113K +2,465 +0.6%
Bank of America
2
Bank of America
North Carolina
$11.1M +$1.12M +24,350 +11%
Morgan Stanley
3
Morgan Stanley
New York
$10.8M +$180K +3,931 +2%
Ameriprise
4
Ameriprise
Minnesota
$8.82M +$229K +4,990 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.38M -$269K -5,870 -3%
WMWM
6
Whitaker-Myers Wealth Managers
Ohio
$5.23M +$3.31M +72,118 +172%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.96M +$75.4K +1,644 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.03M -$308K -6,721 -7%
AWS
9
Atria Wealth Solutions
New York
$3.9M -$351K -7,667 -8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.71M +$300K +6,547 +9%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$2.97M -$833K -18,174 -22%
MTWM
12
Masso Torrence Wealth Management
New Jersey
$2.95M -$229K -4,988 -7%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$2.58M +$476K +10,386 +23%
Wells Fargo
14
Wells Fargo
California
$1.84M +$61.7K +1,345 +3%
MCC
15
Money Concepts Capital
Florida
$1.41M -$28.7K -625 -2%
Citigroup
16
Citigroup
New York
$1.35M +$22.4K +488 +2%
CAN
17
Cetera Advisor Networks
California
$1.25M +$23.6K +515 +2%
RJA
18
Raymond James & Associates
Florida
$939K -$48K -1,047 -5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$905K -$54.8K -1,196 -6%
Stifel Financial
20
Stifel Financial
Missouri
$757K -$17.6K -385 -2%
TC
21
Trilogy Capital
California
$697K +$126K +2,742 +22%
IWC
22
Integrated Wealth Concepts
Massachusetts
$618K +$618K +13,476 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$599K +$95.4K +2,082 +19%
EH
24
Equitable Holdings
New York
$561K -$217K -4,735 -28%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$561K -$51.8K -1,131 -8%
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