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Invesco S&P MidCap Value with Momentum ETF

63 hedge funds and large institutions have $127M invested in Invesco S&P MidCap Value with Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
17
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$20M -$1.14M -22,117 -5%
AWM
2
Avior Wealth Management
Nebraska
$17.1M +$17.1M +332,028 New
Morgan Stanley
3
Morgan Stanley
New York
$11.6M -$157K -3,034 -1%
Bank of America
4
Bank of America
North Carolina
$10.8M +$321K +6,212 +3%
WMWM
5
Whitaker-Myers Wealth Managers
Ohio
$8.55M +$672K +13,017 +9%
Osaic Holdings
6
Osaic Holdings
Arizona
$7.56M -$72.5K -1,404 -1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$5.08M +$596K +11,542 +13%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.76M -$33.5K -648 -0.7%
Ameriprise
9
Ameriprise
Minnesota
$4.1M -$6.98M -134,764 -63%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.94M -$885K -17,131 -18%
AWS
11
Atria Wealth Solutions
New York
$3.59M -$73.5K -1,423 -2%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$3.13M -$180K -3,486 -5%
Wells Fargo
13
Wells Fargo
California
$2.23M -$353K -6,841 -14%
AAS
14
Ameritas Advisory Services
Nebraska
$2M +$55.8K +1,081 +3%
Citigroup
15
Citigroup
New York
$1.94M +$156K +3,019 +9%
MCC
16
Money Concepts Capital
Florida
$1.61M +$16.5K +319 +1%
RJA
17
Raymond James & Associates
Florida
$1.53M +$220K +4,265 +17%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.39M -$25.1K -486 -2%
SA
19
Sanctuary Advisors
Indiana
$1.33M +$1.33M +25,611 New
GC
20
Guidance Capital
Kentucky
$1.2M +$452K +7,995 +61%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.13M +$122K +2,365 +12%
BFWM
22
Bright Futures Wealth Management
New York
$1.01M -$62.1K -1,170 -6%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$996K +$756K +14,640 +315%
Citadel Advisors
24
Citadel Advisors
Florida
$941K +$941K +18,219 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$876K +$113K +2,195 +15%