We are live on ! Find out more
XMMO icon

Invesco S&P MidCap Momentum ETF

406 hedge funds and large institutions have $3.36B invested in Invesco S&P MidCap Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 170 increasing their positions, 110 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

381% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 16

90% more funds holding in top 10

Funds holding in top 10: 1019 (+9)

55% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 110

17.47% more ownership

Funds ownership: 48.7%66.18% (+17%)

17% more capital invested

Capital invested by funds: $2.88B → $3.36B (+$482M)

15% more funds holding

Funds holding: 354406 (+52)

Holders
406
Holders Change
+52
Holders Change %
+14.69%
% of All Funds
4.94%
Holding in Top 10
19
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+90%
% of All Funds
0.23%
New
77
Increased
170
Reduced
110
Closed
16
Calls
$415K
Puts
Net Calls
+$415K
Net Calls Change
+$158K
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
226
HighPoint Advisor Group
Illinois
$726K +$717K +5,244 New
FIS
227
Fischer Investment Strategies
California
$722K -$98.6K -721 -12%
US Bancorp
228
US Bancorp
Minnesota
$721K +$395K +2,891 +125%
DIA
229
Dana Investment Advisors
Wisconsin
$719K +$202K +1,478 +40%
FA
230
Faithward Advisors
Pennsylvania
$711K -$95.7K -700 -12%
PSF
231
Pacific Sun Financial
California
$704K +$695K +5,083 New
Truist Financial
232
Truist Financial
North Carolina
$679K +$277K +2,027 +70%
Baird Financial Group
233
Baird Financial Group
Wisconsin
$618K -$52.4K -383 -8%
CAGAS
234
Capital Advisory Group Advisory Services
Minnesota
$610K
GIA
235
Gladstone Institutional Advisory
Florida
$596K -$144K -1,052 -20%
UCFA
236
United Capital Financial Advisors
Texas
$579K +$572K +4,182 New
BCM
237
Brookstone Capital Management
Illinois
$567K +$36.9K +270 +7%
ASN
238
Advisory Services Network
Georgia
$551K -$2.87K -21 -0.5%
MWM
239
MY Wealth Management
Maryland
$548K +$30.4K +222 +6%
WANY
240
Wealthspire Advisors (New York)
New York
$543K
SS
241
Sunbelt Securities
Texas
$543K -$3.56K -26 -0.7%
PHWM
242
Pine Harbor Wealth Management
Maryland
$534K
MPIA
243
Milestones Private Investment Advisors
New York
$525K -$21.1K -154 -4%
MF
244
Meridian Financial
Massachusetts
$523K +$37.6K +275 +8%
PPW
245
Parcion Private Wealth
Washington
$518K -$1.23K -9 -0.2%
SFC
246
Swisher Financial Concepts
Ohio
$510K +$17.1K +125 +4%
EGA
247
E&G Advisors
Texas
$508K
IRC
248
Investors Research Corp
Georgia
$505K +$47.7K +349 +11%
SCA
249
Snowden Capital Advisors
New York
$499K +$61.9K +453 +14%
IAIM
250
International Assets Investment Management
Florida
$495K +$40.5K +296 +9%