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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
UCFA
251
United Capital Financial Advisors
Texas
$607K
IRC
252
Investors Research Corp
Georgia
$606K +$77.1K +533 +15%
GIA
253
Gladstone Institutional Advisory
Florida
$600K -$24.6K -170 -4%
BHBT
254
Burke & Herbert Bank & Trust
Virginia
$587K +$205K +1,420 +54%
CPL
255
CAP Partners LLC
Tennessee
$578K +$577K +3,989 New
Jane Street
256
Jane Street
New York
$578K -$576K -3,983 -50%
CWM
257
Cornerstone Wealth Management
Missouri
$575K +$119K +820 +26%
PPW
258
Parcion Private Wealth
Washington
$574K +$31.4K +217 +6%
SFC
259
Swisher Financial Concepts
Ohio
$566K +$31.2K +216 +6%
ASN
260
Advisory Services Network
Georgia
$564K -$13.3K -92 -2%
MF
261
Meridian Financial
Massachusetts
$562K +$14.5K +100 +3%
PHWM
262
Pine Harbor Wealth Management
Maryland
$559K
IAIM
263
International Assets Investment Management
Florida
$549K +$20.8K +144 +4%
GWP
264
Gateway Wealth Partners
Wisconsin
$548K +$547K +3,779 New
D.E. Shaw & Co
265
D.E. Shaw & Co
New York
$537K +$535K +3,700 New
MSG
266
Main Street Group
Virginia
$535K +$209K +1,447 +64%
EGA
267
E&G Advisors
Texas
$533K +$723 +5 +0.1%
Truist Financial
268
Truist Financial
North Carolina
$533K -$178K -1,228 -25%
WS
269
Wedbush Securities
California
$523K +$13.6K +94 +3%
WA
270
Whipplewood Advisors
Colorado
$522K +$15K +104 +3%
Baird Financial Group
271
Baird Financial Group
Wisconsin
$520K -$127K -876 -20%
AFS
272
AFG Fiduciary Services
Massachusetts
$518K
FA
273
Faithward Advisors
Pennsylvania
$510K -$234K -1,621 -32%
OCM
274
One Capital Management
California
$496K +$495K +3,423 New
APA
275
Astoria Portfolio Advisors
New York
$493K +$445K +3,080 New