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Invesco S&P MidCap Momentum ETF

402 hedge funds and large institutions have $3.33B invested in Invesco S&P MidCap Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 171 increasing their positions, 108 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$415K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
251
Creative Planning
Kansas
$464K
SWM
252
Sculati Wealth Management
Michigan
$456K
SFGM
253
Stonebridge Financial Group (Missouri)
Missouri
$455K
CWM
254
Cornerstone Wealth Management
Missouri
$436K
CA
255
Continuum Advisory
Idaho
$432K
HP
256
Holistic Planning
Texas
$429K
HWM
257
HRC Wealth Management
Idaho
$425K
IAA
258
Independent Advisor Alliance
North Carolina
$424K
SWM
259
Silverlake Wealth Management
Vermont
$413K
MA
260
Mutual Advisors
Nebraska
$409K
Northern Trust
261
Northern Trust
Illinois
$406K
KIM
262
Kane Investment Management
California
$399K
CAG
263
Csenge Advisory Group
Florida
$388K
TVAMP
264
Tennessee Valley Asset Management Partners
Tennessee
$382K
APWA
265
Atlas Private Wealth Advisors
New Jersey
$374K
FWM
266
FLP Wealth Management
Arkansas
$373K
RIP
267
Reliant Investment Partners
North Carolina
$371K
BHBT
268
Burke & Herbert Bank & Trust
Virginia
$364K
NP
269
NorthRock Partners
Minnesota
$360K
EWA
270
EP Wealth Advisors
California
$359K
TAM
271
TCP Asset Management
Ohio
$345K
VW
272
Veridan Wealth
Oregon
$342K
SAW
273
Signal Advisors Wealth
Michigan
$340K
JIP
274
Jaffetilchin Investment Partners
Florida
$338K
YIH
275
Y-Intercept (HK)
Hong Kong
$331K