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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
EWA
276
EP Wealth Advisors
California
$359K +$354K +2,591 New
TAM
277
TCP Asset Management
Ohio
$345K
VW
278
Veridan Wealth
Oregon
$342K +$547 +4 +0.2%
SAW
279
Signal Advisors Wealth
Michigan
$340K +$36.8K +269 +12%
JIP
280
Jaffetilchin Investment Partners
Florida
$338K +$54K +395 +19%
YIH
281
Y-Intercept (HK)
Hong Kong
$331K -$797K -5,832 -71%
CA
282
Calton & Associates
Florida
$325K -$22.8K -167 -7%
GFG
283
Goldstone Financial Group
Illinois
$322K
PNC Financial Services Group
284
PNC Financial Services Group
Pennsylvania
$320K -$61.4K -449 -16%
DADC
285
D.A. Davidson & Co
Montana
$317K -$13.7K -100 -4%
PTC
286
Private Trust Company
Ohio
$316K -$47.3K -346 -13%
ACA
287
Alpha Capital Advisors
Maine
$314K +$302K +2,206 New
LWM
288
Lodestone Wealth Management
Washington
$312K +$6.02K +44 +2%
HCM
289
Howard Capital Management
Georgia
$312K +$308K +2,254 New
LFA
290
Longview Financial Advisors
Alabama
$312K
MSG
291
Main Street Group
Virginia
$311K +$2.73K +20 +0.9%
CS
292
Crescent Sterling
Louisiana
$309K +$13K +95 +4%
CA
293
CoreCap Advisors
Michigan
$308K +$293K +2,144 +2,784%
TA
294
Tectonic Advisors
Texas
$306K +$62.1K +454 +26%
FB
295
Fulton Bank
Pennsylvania
$299K +$295K +2,161 New
TRCT
296
Tower Research Capital (TRC)
New York
$288K +$165K +1,205 +138%
SIM
297
Seaview Investment Managers
Florida
$286K -$3.42M -25,012 -92%
OIA
298
OneDigital Investment Advisors
Kansas
$284K +$957 +7 +0.3%
UW
299
Unique Wealth
Florida
$280K +$276K +2,021 New
CWA
300
Capital Wealth Alliance
Arizona
$264K