XMMO icon

Invesco S&P MidCap Momentum ETF

347 hedge funds and large institutions have $2.41B invested in Invesco S&P MidCap Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 132 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+17
Holders Change %
+5.15%
% of All Funds
4.66%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
56
Increased
132
Reduced
114
Closed
33
Calls
$2.21M
Puts
$1.3M
Net Calls
+$913K
Net Calls Change
+$1.78M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
276
Advisory Alpha
Michigan
$243K +$643 +5 +0.3%
AF
277
Apexium Financial
Texas
$238K
CWA
278
Capital Wealth Alliance
Arizona
$232K
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$226K +$226K +1,754 New
PWP
280
Principle Wealth Partners
Connecticut
$224K +$224K +1,739 New
VWA
281
Visionary Wealth Advisors
Illinois
$223K +$223K +1,737 New
SF
282
Summit Financial
New Jersey
$221K +$221K +1,715 New
WMN
283
Wealth Management Nebraska
Nebraska
$216K +$216K +1,681 New
NA
284
Nottingham Advisors
New York
$214K +$214K +1,660 New
HAP
285
Harbor Asset Planning
Massachusetts
$212K +$212K +1,649 New
CAS
286
Coppell Advisory Solutions
Texas
$212K -$793K -6,171 -79%
Bank of New York Mellon
287
Bank of New York Mellon
New York
$206K +$206K +1,602 New
SWM
288
Stark Wealth Management
Pennsylvania
$204K +$204K +1,589 New
UIM
289
Unified Investment Management
Georgia
$201K +$201K +1,565 New
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$193K
GIM
291
Glenmede Investment Management
Pennsylvania
$183K +$183K +1,420 New
CA
292
Clearstead Advisors
Ohio
$180K
NP
293
NorthRock Partners
Minnesota
$170K +$386 +3 +0.2%
Bessemer Group
294
Bessemer Group
New Jersey
$169K
CAL
295
Capital Analysts LLC
Pennsylvania
$143K +$47.6K +370 +50%
US Bancorp
296
US Bancorp
Minnesota
$141K -$37.8K -294 -21%
RMP
297
Richards, Merrill & Peterson
Washington
$140K
FCAS
298
First Command Advisory Services
Texas
$138K
CFB
299
Cullen/Frost Bankers
Texas
$119K +$257 +2 +0.2%
FDCDDQ
300
Federation des caisses Desjardins du Quebec
Quebec, Canada
$116K +$116K +905 New