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Invesco S&P MidCap Value with Momentum ETF

62 hedge funds and large institutions have $156M invested in Invesco S&P MidCap Value with Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
26
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
Avior Wealth Management
Nebraska
$27.6M +$9.19M +165,811 +50%
LPL Financial
2
LPL Financial
California
$22.1M +$654K +11,798 +3%
Bank of America
3
Bank of America
North Carolina
$14.3M +$2.7M +48,739 +23%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$12.3M +$6.9M +124,475 +127%
Morgan Stanley
5
Morgan Stanley
New York
$12.3M -$130K -2,349 -1%
WMWM
6
Whitaker-Myers Wealth Managers
Ohio
$9.63M +$454K +8,182 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.85M -$1.26M -22,773 -16%
Ameriprise
8
Ameriprise
Minnesota
$5.96M +$1.58M +28,489 +36%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.05M -$63.3K -1,142 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.43M +$200K +3,607 +5%
AWS
11
Atria Wealth Solutions
New York
$3.86M +$8.43K +152 +0.2%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$3.03M -$327K -5,906 -10%
AAS
13
Ameritas Advisory Services
Nebraska
$2.25M +$104K +1,877 +5%
Wells Fargo
14
Wells Fargo
California
$2.12M -$266K -4,798 -11%
Citigroup
15
Citigroup
New York
$2.09M +$5.93K +107 +0.3%
RJA
16
Raymond James & Associates
Florida
$1.9M +$253K +4,571 +15%
MCC
17
Money Concepts Capital
Florida
$1.73M +$1.61K +29 +0.1%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.45M -$40.9K -737 -3%
SA
19
Sanctuary Advisors
Indiana
$1.44M -$122K -2,000 -8%
GC
20
Guidance Capital
Kentucky
$1.41M +$194K +3,388 +16%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.2M -$13.4K -241 -1%
BFWM
22
Bright Futures Wealth Management
New York
$1.07M -$12.4K -219 -1%
BCG
23
Breakwater Capital Group
New Jersey
$1.02M +$158K +2,842 +18%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1.02M +$75.1K +1,355 +8%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$898K -$171K -3,085 -16%