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

58 hedge funds and large institutions have $124M invested in Invesco S&P MidCap Value with Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+1
Holders Change %
+1.75%
% 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
7
Increased
21
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Ameritas Advisory Services
Nebraska
$2.04M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.49M
3
Ameriprise
3
Ameriprise
Minnesota
$11.6M
4
WMWM
4
Whitaker-Myers Wealth Managers
Ohio
$8.29M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$879K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.04M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$253K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$8.02M
5
AWM
5
Avaii Wealth Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$22.2M -$216K -3,973 -1%
Morgan Stanley
2
Morgan Stanley
New York
$12.4M -$13.1M -241,915 -52%
Ameriprise
3
Ameriprise
Minnesota
$11.6M +$1.07M +19,683 +10%
Bank of America
4
Bank of America
North Carolina
$11M -$39.7K -731 -0.4%
WMWM
5
Whitaker-Myers Wealth Managers
Ohio
$8.29M +$1.06M +19,494 +15%
Osaic Holdings
6
Osaic Holdings
Arizona
$8.02M -$1.29M -23,798 -14%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.07M +$296K +5,458 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.04M -$1.92M -35,376 -28%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.71M +$191K +3,520 +4%
AWS
10
Atria Wealth Solutions
New York
$3.85M -$20.2K -372 -0.5%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$3.48M -$206K -3,796 -6%
Wells Fargo
12
Wells Fargo
California
$2.71M +$859K +15,815 +46%
TC
13
Trilogy Capital
California
$2.05M +$866K +15,942 +73%
AAS
14
Ameritas Advisory Services
Nebraska
$2.04M +$2.04M +37,716 New
Citigroup
15
Citigroup
New York
$1.87M +$133K +2,449 +8%
MCC
16
Money Concepts Capital
Florida
$1.68M +$44.3K +816 +3%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.49M +$1.49M +27,375 New
CAN
18
Cetera Advisor Networks
California
$1.47M +$54 +1 +0%
RJA
19
Raymond James & Associates
Florida
$1.38M +$287K +5,279 +26%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.06M -$21.4K -395 -2%
BFWM
21
Bright Futures Wealth Management
New York
$1.03M +$1.03M +20,214 New
MML Investors Services
22
MML Investors Services
Massachusetts
$920K +$46.8K +861 +5%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$879K +$879K +16,197 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$859K +$41.2K +758 +5%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$802K +$55.5K +1,023 +7%
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