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
AFS
251
AFG Fiduciary Services
Massachusetts
$493K
WS
252
Wedbush Securities
California
$486K +$36.4K +266 +8%
P
253
&Partners
Tennessee
$485K +$9.57K +70 +2%
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$484K -$39.8K -291 -8%
WA
255
Whipplewood Advisors
Colorado
$484K -$1.37K -10 -0.3%
LIM
256
Leavell Investment Management
Alabama
$480K +$129K +946 +38%
Creative Planning
257
Creative Planning
Kansas
$464K -$87.9K -643 -16%
SWM
258
Sculati Wealth Management
Michigan
$456K -$186K -1,360 -29%
SFGM
259
Stonebridge Financial Group (Missouri)
Missouri
$455K +$450K +3,289 New
CWM
260
Cornerstone Wealth Management
Missouri
$436K +$16.3K +119 +4%
CA
261
Continuum Advisory
Idaho
$432K -$46.2K -338 -10%
HP
262
Holistic Planning
Texas
$429K
HWM
263
HRC Wealth Management
Idaho
$425K +$684 +5 +0.2%
IAA
264
Independent Advisor Alliance
North Carolina
$424K
SWM
265
Silverlake Wealth Management
Vermont
$413K +$25.3K +185 +7%
MA
266
Mutual Advisors
Nebraska
$409K -$10.7K -78 -3%
Northern Trust
267
Northern Trust
Illinois
$406K +$33.2K +243 +9%
KIM
268
Kane Investment Management
California
$399K -$74.2K -543 -16%
CAG
269
Csenge Advisory Group
Florida
$388K -$64.9K -475 -14%
TVAMP
270
Tennessee Valley Asset Management Partners
Tennessee
$382K -$1.78K -13 -0.5%
APWA
271
Atlas Private Wealth Advisors
New Jersey
$374K +$57.6K +421 +18%
FWM
272
FLP Wealth Management
Arkansas
$373K -$22.3K -163 -6%
RIP
273
Reliant Investment Partners
North Carolina
$371K +$7.79K +57 +2%
BHBT
274
Burke & Herbert Bank & Trust
Virginia
$364K +$360K +2,631 New
NP
275
NorthRock Partners
Minnesota
$360K -$137 -1 -0%