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Invesco S&P MidCap Momentum ETF

330 hedge funds and large institutions have $2.08B invested in Invesco S&P MidCap Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 153 increasing their positions, 96 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

35% less capital invested

Capital invested by funds: $3.21B → $2.08B (-$1.13B)

43% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 70

75% less call options, than puts

Call options by funds: $284K | Put options by funds: $1.15M

Holders
330
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$284K
Puts
$1.15M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NP
276
NorthRock Partners
Minnesota
$150K
Bessemer Group
277
Bessemer Group
New Jersey
$149K
NWMP
278
Noble Wealth Management PBC
Colorado
$148K
RIA
279
Realta Investment Advisors
Delaware
$131K
RMP
280
Richards, Merrill & Peterson
Washington
$124K
FCAS
281
First Command Advisory Services
Texas
$122K
CFB
282
Cullen/Frost Bankers
Texas
$105K
WTFG
283
Wood Tarver Financial Group
Idaho
$105K
CAL
284
Capital Analysts LLC
Pennsylvania
$84K
HI
285
Hoey Investments
Pennsylvania
$66K
HIA
286
Harbor Investment Advisory
Maryland
$65.4K
BF
287
BOK Financial
Oklahoma
$64.6K
LFG
288
Larson Financial Group
Missouri
$60.4K
HBW
289
Hazlett, Burt & Watson
West Virginia
$60K
GJIA
290
Glass Jacobson Investment Advisors
Maryland
$51.2K
CSB
291
City State Bank
Iowa
$39.8K
OSAM
292
O'Shaughnessy Asset Management
Connecticut
$39.2K
TWC
293
TD Waterhouse Canada
Ontario, Canada
$37.9K
CIAS
294
Capital Investment Advisory Services
North Carolina
$32.9K
AG
295
AmeriFlex Group
Nevada
$32.4K
AIC
296
Archer Investment Corporation
Indiana
$30.1K
TLA
297
Tanglewood Legacy Advisors
Texas
$27.9K
GWSG
298
GPS Wealth Strategies Group
Colorado
$27.8K
MIM
299
Marshall Investment Management
Colorado
$25.6K
Deutsche Bank
300
Deutsche Bank
Germany
$22.9K