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Invesco S&P MidCap Momentum ETF

344 hedge funds and large institutions have $2.87B invested in Invesco S&P MidCap Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 167 increasing their positions, 83 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$257K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$422M
Morgan Stanley
2
Morgan Stanley
New York
$251M
VIA
3
Vantagepoint Investment Advisers
District of Columbia
$162M
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$152M
Wells Fargo
5
Wells Fargo
California
$126M
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$115M
Raymond James Financial
7
Raymond James Financial
Florida
$99.2M
Ameriprise
8
Ameriprise
Minnesota
$91.1M
Bank of America
9
Bank of America
North Carolina
$86.9M
Osaic Holdings
10
Osaic Holdings
Arizona
$72.4M
MCC
11
Money Concepts Capital
Florida
$63.6M
DCM
12
Davidson Capital Management
Texas
$52.6M
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$50.4M
Jones Financial Companies
14
Jones Financial Companies
Missouri
$48.2M
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$47.5M
MML Investors Services
16
MML Investors Services
Massachusetts
$45.9M
Stifel Financial
17
Stifel Financial
Missouri
$44.4M
AWM
18
Affinity Wealth Management
Delaware
$43.2M
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$37.3M
UBS Group
20
UBS Group
Switzerland
$35.1M
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$31M
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$30.3M
GVAG
23
Great Valley Advisor Group
Delaware
$28.6M
PAG
24
Private Advisor Group
New Jersey
$24.2M
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$20.8M