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Invesco S&P MidCap Momentum ETF

428 hedge funds and large institutions have $3.81B invested in Invesco S&P MidCap Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 196 increasing their positions, 126 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 30

56% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 126

13% more capital invested

Capital invested by funds: $3.36B → $3.81B (+$448M)

10.83% more ownership

Funds ownership: 66.18%77% (+11%)

5% more funds holding

Funds holding: 406428 (+22)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

Holders
428
Holders Change
+22
Holders Change %
+5.42%
% of All Funds
5.27%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
59
Increased
196
Reduced
126
Closed
30
Calls
$986K
Puts
Net Calls
+$986K
Net Calls Change
+$571K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
226
Addison Capital
Pennsylvania
$922K +$920K +6,359 New
TC
227
TAGStone Capital
North Carolina
$917K +$107K +740 +13%
TCWM
228
Total Clarity Wealth Management
Illinois
$916K +$914K +6,317 New
SOS
229
Silver Oak Securities
Tennessee
$893K +$118K +813 +15%
HAG
230
HighPoint Advisor Group
Illinois
$840K +$79K +546 +10%
SWM
231
Spire Wealth Management
Virginia
$812K +$15.2K +105 +2%
MWM
232
Maridea Wealth Management
New York
$812K -$121K -840 -13%
AWM
233
Act Wealth Management
Texas
$809K -$99.1K -685 -11%
CAL
234
Capital Analysts LLC
Pennsylvania
$769K +$602K +4,159 +364%
Creative Planning
235
Creative Planning
Kansas
$765K +$278K +1,924 +57%
FIS
236
Fischer Investment Strategies
California
$756K -$289 -2 -0%
Renaissance Technologies
237
Renaissance Technologies
New York
$754K -$130K -900 -15%
PSF
238
Pacific Sun Financial
California
$749K +$11.6K +80 +2%
B
239
Bellecapital
Switzerland
$748K +$746K +5,161 New
DIA
240
Dana Investment Advisors
Wisconsin
$734K -$19.5K -135 -3%
GAM
241
Grandview Asset Management
Pennsylvania
$729K -$42.1K -291 -5%
CAG
242
Csenge Advisory Group
Florida
$710K +$303K +2,092 +75%
Bessemer Group
243
Bessemer Group
New Jersey
$708K +$516K +3,571 +272%
BCM
244
Brookstone Capital Management
Illinois
$707K +$113K +779 +19%
BRWA
245
B. Riley Wealth Advisors
Florida
$706K +$734K +5,077 New
BIG
246
Brookwood Investment Group
Arizona
$678K -$2.17M -15,038 -76%
WLPWM
247
Walled Lake Planning & Wealth Management
Illinois
$658K -$214K -1,477 -25%
PCA
248
Prosperity Capital Advisors
Ohio
$649K +$384K +2,653 +145%
HWM
249
HRC Wealth Management
Idaho
$648K +$202K +1,397 +45%
SCA
250
Snowden Capital Advisors
New York
$613K +$90.4K +625 +17%