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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

345 hedge funds and large institutions have $2.41B invested in Invesco S&P MidCap Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 132 increasing their positions, 113 reducing their positions, and 33 closing their positions.

Holders
345
Holders Change
+15
Holders Change %
+4.55%
% of All Funds
4.63%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
55
Increased
132
Reduced
113
Closed
33
Calls
$2.21M
Puts
$1.3M
Net Calls
+$913K
Net Calls Change
+$1.78M

Top Buyers

1
MCM
1
Mainstay Capital Management
Michigan
$71.8M
2
LPL Financial
2
LPL Financial
California
$361M
3
GF
3
Gimbal Financial
Indiana
$15.7M
4
DCM
4
Davidson Capital Management
Texas
$50.1M
5
PAG
5
Private Advisor Group
New Jersey
$29.7M

Top Sellers

1
PS
1
Principal Securities
Iowa
$4.45M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.6M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$91M
4
SL
4
Systelligence LLC
Minnesota
$0
5
ECA
5
Elevation Capital Advisory
Oregon
$1.64M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$361M 2,808,790 +123,689 +5%
Morgan Stanley
2
Morgan Stanley
New York
$215M 1,674,090 -72,308 -4%
Wells Fargo
3
Wells Fargo
California
$113M 878,913 +2,924 +0.3%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$91M 707,440 -99,151 -12%
Raymond James Financial
5
Raymond James Financial
Florida
$85.9M 667,770 +31,948 +5%
Ameriprise
6
Ameriprise
Minnesota
$83.7M 650,232 -41,086 -6%
Bank of America
7
Bank of America
North Carolina
$76.9M 597,656 +42,015 +8%
MCM
8
Mainstay Capital Management
Michigan
$71.8M 558,008 +282,194 +102%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$70.3M 546,873 +56,147 +11%
MCC
10
Money Concepts Capital
Florida
$59.9M 465,289 +2,622 +0.6%
DCM
11
Davidson Capital Management
Texas
$50.1M 389,462 +117,506 +43%
AWM
12
Affinity Wealth Management
Delaware
$40.9M 317,585 -2,026 -0.6%
Stifel Financial
13
Stifel Financial
Missouri
$40.7M 316,066 +12,861 +4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$39.6M 307,733 +15,823 +5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$37.9M 294,732 +70,731 +32%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$35.2M 273,609 -11,085 -4%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$33.6M 261,537 +57,300 +28%
Osaic Holdings
18
Osaic Holdings
Arizona
$31.6M 255,410 -121,002 -32%
UBS Group
19
UBS Group
Switzerland
$31.5M 244,617 -3,699 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$31.4M 244,363 +33,836 +16%
PAG
21
Private Advisor Group
New Jersey
$29.7M 231,259 +88,745 +62%
MML Investors Services
22
MML Investors Services
Massachusetts
$29M 225,618 +777 +0.3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$27.6M 214,476 -1,056 -0.5%
GVAG
24
Great Valley Advisor Group
Delaware
$26.5M 205,967 -3,092 -1%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$21.4M 163,732 -43,163 -21%
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