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Invesco S&P MidCap Momentum ETF

330 hedge funds and large institutions have $2.08B invested in Invesco S&P MidCap Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 153 increasing their positions, 96 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

35% less capital invested

Capital invested by funds: $3.21B → $2.08B (-$1.13B)

43% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 70

75% less call options, than puts

Call options by funds: $284K | Put options by funds: $1.15M

Holders
330
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
$284K
Puts
$1.15M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TVAMP
226
Tennessee Valley Asset Management Partners
Tennessee
$323K
PPW
227
Parcion Private Wealth
Washington
$322K
SWM
228
Silverlake Wealth Management
Vermont
$319K
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$316K
RAM
230
Riggs Asset Management
Pennsylvania
$315K
CA
231
Calton & Associates
Florida
$315K
GA
232
Guerra Advisors
Florida
$310K
BCM
233
Brookstone Capital Management
Illinois
$305K
CAG
234
Csenge Advisory Group
Florida
$303K
RIP
235
Reliant Investment Partners
North Carolina
$298K
WS
236
Wedbush Securities
California
$295K
EWA
237
EP Wealth Advisors
California
$295K
SWM
238
SeaCrest Wealth Management
New York
$293K
MA
239
Mutual Advisors
Nebraska
$292K
CFG
240
Cooper Financial Group
California
$289K
TI
241
Trexquant Investment
Connecticut
$285K
GPW
242
Gentry Private Wealth
Kansas
$284K
TAM
243
TCP Asset Management
Ohio
$283K
BCA
244
Bay Colony Advisors
Massachusetts
$282K
APWA
245
Atlas Private Wealth Advisors
New Jersey
$276K
GFG
246
Goldstone Financial Group
Illinois
$272K
BPA
247
Beacon Pointe Advisors
California
$269K
MA
248
MONECO Advisors
Connecticut
$266K
FFA
249
Farther Finance Advisors
California
$253K
GLA
250
Good Life Advisors
Pennsylvania
$252K