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Invesco S&P MidCap Value with Momentum ETF

57 hedge funds and large institutions have $122M invested in Invesco S&P MidCap Value with Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
21
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$23.6M +$11.8M +233,568 +99%
LPL Financial
2
LPL Financial
California
$20.8M +$609K +12,095 +3%
Bank of America
3
Bank of America
North Carolina
$10.2M -$1.97M -39,047 -16%
Ameriprise
4
Ameriprise
Minnesota
$9.76M +$104K +2,065 +1%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.64M -$564K -11,204 -6%
WMWM
6
Whitaker-Myers Wealth Managers
Ohio
$6.7M +$962K +19,109 +17%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.46M +$1.01M +20,018 +18%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.43M -$1.41K -28 -0%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.19M +$119K +2,363 +3%
AWS
10
Atria Wealth Solutions
New York
$3.59M -$691K -13,726 -16%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$3.42M +$153K +3,042 +5%
Wells Fargo
12
Wells Fargo
California
$1.72M -$304K -6,043 -15%
Citigroup
13
Citigroup
New York
$1.61M +$135K +2,681 +9%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.54M +$920K +18,278 +149%
MCC
15
Money Concepts Capital
Florida
$1.52M -$34.5K -686 -2%
CAN
16
Cetera Advisor Networks
California
$1.36M -$2.52K -50 -0.2%
TC
17
Trilogy Capital
California
$1.1M +$334K +6,629 +44%
RJA
18
Raymond James & Associates
Florida
$1.01M -$18K -358 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1M +$6.34K +126 +0.6%
MML Investors Services
20
MML Investors Services
Massachusetts
$809K +$216K +4,297 +36%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$758K +$101K +1,998 +15%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$692K -$2.14M -42,506 -76%
BCG
23
Breakwater Capital Group
New Jersey
$563K +$563K +11,389 New
ZIM
24
Zacks Investment Management
Illinois
$548K +$1.96K +39 +0.4%
IFWM
25
Institute for Wealth Management
Colorado
$511K