XMMO icon

Invesco S&P MidCap Momentum ETF

403 hedge funds and large institutions have $3.35B invested in Invesco S&P MidCap Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 171 increasing their positions, 108 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
LIM
251
Leavell Investment Management
Alabama
$480K
Creative Planning
252
Creative Planning
Kansas
$464K
SWM
253
Sculati Wealth Management
Michigan
$456K
SFGM
254
Stonebridge Financial Group (Missouri)
Missouri
$455K
CWM
255
Cornerstone Wealth Management
Missouri
$436K
CA
256
Continuum Advisory
Idaho
$432K
HP
257
Holistic Planning
Texas
$429K
HWM
258
HRC Wealth Management
Idaho
$425K
IAA
259
Independent Advisor Alliance
North Carolina
$424K
SWM
260
Silverlake Wealth Management
Vermont
$413K
MA
261
Mutual Advisors
Nebraska
$409K
Northern Trust
262
Northern Trust
Illinois
$406K
KIM
263
Kane Investment Management
California
$399K
CAG
264
Csenge Advisory Group
Florida
$388K
TVAMP
265
Tennessee Valley Asset Management Partners
Tennessee
$382K
APWA
266
Atlas Private Wealth Advisors
New Jersey
$374K
FWM
267
FLP Wealth Management
Arkansas
$373K
RIP
268
Reliant Investment Partners
North Carolina
$371K
BHBT
269
Burke & Herbert Bank & Trust
Virginia
$364K
NP
270
NorthRock Partners
Minnesota
$360K
EWA
271
EP Wealth Advisors
California
$359K
TAM
272
TCP Asset Management
Ohio
$345K
VW
273
Veridan Wealth
Oregon
$342K
SAW
274
Signal Advisors Wealth
Michigan
$340K
JIP
275
Jaffetilchin Investment Partners
Florida
$338K