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

66 hedge funds and large institutions have $158M invested in Invesco S&P MidCap Value with Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
22
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$9.98M
2
AWM
2
Avior Wealth Management
Nebraska
$28.9M
3
SOS
3
Silver Oak Securities
Tennessee
$1.16M
4
WIA
4
World Investment Advisors
California
$931K
5
WMWM
5
Whitaker-Myers Wealth Managers
Ohio
$10.5M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.98M
2
AWS
2
Atria Wealth Solutions
New York
$2.06M
3
BFWM
3
Bright Futures Wealth Management
New York
$0
4
ZIM
4
Zacks Investment Management
Illinois
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
Avior Wealth Management
Nebraska
$28.9M +$1.3M +23,494 +5%
LPL Financial
2
LPL Financial
California
$22.9M +$824K +14,870 +4%
Bank of America
3
Bank of America
North Carolina
$14.8M +$560K +10,105 +4%
Morgan Stanley
4
Morgan Stanley
New York
$13.1M +$837K +15,106 +7%
WMWM
5
Whitaker-Myers Wealth Managers
Ohio
$10.5M +$838K +15,121 +9%
Ameriprise
6
Ameriprise
Minnesota
$9.98M +$4.01M +72,414 +67%
Raymond James Financial
7
Raymond James Financial
Florida
$7.39M +$7.39M +133,427 New
UWP
8
Uniting Wealth Partners
Kansas
$5.74M +$5.74M +103,572 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.07M +$24.6K +444 +0.5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.14M -$287K -5,186 -6%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$3.42M +$385K +6,945 +13%
AAS
12
Ameritas Advisory Services
Nebraska
$2.37M +$117K +2,118 +5%
Citigroup
13
Citigroup
New York
$2.11M +$23.2K +419 +1%
Wells Fargo
14
Wells Fargo
California
$2.07M -$51.3K -926 -2%
AWS
15
Atria Wealth Solutions
New York
$2.06M -$1.8M -32,521 -47%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.98M -$4.87M -87,802 -71%
MCC
17
Money Concepts Capital
Florida
$1.64M -$95.3K -1,720 -5%
GC
18
Guidance Capital
Kentucky
$1.55M +$146K +2,552 +10%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.43M -$22.9K -414 -2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.42M +$222K +3,998 +19%
SA
21
Sanctuary Advisors
Indiana
$1.37M – – –
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.17M +$154K +2,774 +15%
SOS
23
Silver Oak Securities
Tennessee
$1.16M +$1.16M +21,050 New
BCG
24
Breakwater Capital Group
New Jersey
$1.05M +$29.7K +536 +3%
WIA
25
World Investment Advisors
California
$931K +$931K +16,791 New
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