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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
SFGM
276
Stonebridge Financial Group (Missouri)
Missouri
$478K +$723 +5 +0.2%
HFA
277
Hershey Financial Advisers
Pennsylvania
$466K +$465K +3,215 New
MWM
278
MY Wealth Management
Maryland
$464K +$16.9K +117 +3%
CA
279
Continuum Advisory
Idaho
$460K +$7.38K +51 +2%
HP
280
Holistic Planning
Texas
$450K
CA
281
CoreCap Advisors
Michigan
$449K +$126K +873 +39%
RPGK
282
Retirement Planning Group (Kansas)
Kansas
$439K +$438K +3,027 New
MA
283
Mutual Advisors
Nebraska
$435K +$6.36K +44 +1%
APWA
284
Atlas Private Wealth Advisors
New Jersey
$423K +$31.1K +215 +8%
Mercer Global Advisors
285
Mercer Global Advisors
Colorado
$420K -$86.9K -601 -17%
DADC
286
D.A. Davidson & Co
Montana
$417K +$84K +581 +25%
KIM
287
Kane Investment Management
California
$408K -$9.69K -67 -2%
EWA
288
EP Wealth Advisors
California
$405K +$29.4K +203 +8%
SWM
289
Sculati Wealth Management
Michigan
$396K -$81.1K -561 -17%
HAP
290
Harbor Asset Planning
Massachusetts
$392K +$152K +1,050 +63%
RIP
291
Reliant Investment Partners
North Carolina
$391K +$1.88K +13 +0.5%
CS
292
Capital Square
Tennessee
$390K +$352K +2,433 New
SFS
293
Sowell Financial Services
Arkansas
$388K +$145K +1,004 +60%
JIP
294
Jaffetilchin Investment Partners
Florida
$376K +$22.3K +154 +6%
LWM
295
Lodestone Wealth Management
Washington
$366K +$38.6K +267 +12%
TAM
296
TCP Asset Management
Ohio
$361K
VW
297
Veridan Wealth
Oregon
$359K +$579 +4 +0.2%
PTC
298
Private Trust Company
Ohio
$355K +$23.4K +162 +7%
Northern Trust
299
Northern Trust
Illinois
$351K -$73.5K -508 -17%
BCM
300
Barometer Capital Management
Ontario, Canada
$348K +$347K +2,400 New