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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
SS
301
Sunbelt Securities
Texas
$347K -$221K -1,529 -39%
PVI
302
Pine Valley Investments
New Jersey
$343K +$82.9K +573 +32%
CS
303
Crescent Sterling
Louisiana
$337K +$13.5K +93 +4%
GFG
304
Goldstone Financial Group
Illinois
$336K -$2.02K -14 -0.6%
FAL
305
Focused Alpha LLC
Colorado
$333K +$72.8K +503 +28%
HCM
306
Howard Capital Management
Georgia
$332K +$4.77K +33 +1%
EFT
307
Envision Financial Transparency
North Carolina
$323K +$322K +2,226 New
ACA
308
Alpha Capital Advisors
Maine
$320K +$579 +4 +0.2%
LFA
309
Longview Financial Advisors
Alabama
$320K -$6.22K -43 -2%
PNC Financial Services Group
310
PNC Financial Services Group
Pennsylvania
$315K -$20K -138 -6%
WANY
311
Wealthspire Advisors (New York)
New York
$315K -$253K -1,750 -45%
FB
312
Fulton Bank
Pennsylvania
$313K
KWM
313
KFG Wealth Management
Indiana
$313K +$312K +2,159 New
SAW
314
Signal Advisors Wealth
Michigan
$310K -$45.8K -317 -13%
TVAMP
315
Tennessee Valley Asset Management Partners
Tennessee
$309K -$91.4K -632 -23%
NP
316
NorthRock Partners
Minnesota
$294K -$82.2K -568 -22%
IA
317
IFP Advisors
Florida
$291K +$40.5K +280 +16%
RIA
318
Regal Investment Advisors
Michigan
$291K +$290K +2,004 New
WMN
319
Wealth Management Nebraska
Nebraska
$283K +$31.8K +220 +13%
KFS
320
Kelly Financial Services
Massachusetts
$280K +$279K +1,932 New
PFGIA
321
Patriot Financial Group Insurance Agency
Massachusetts
$275K +$274K +1,894 New
OFS
322
OneAscent Financial Services
Alabama
$274K +$7.23K +50 +3%
GS
323
GWN Securities
Florida
$273K +$7.23K +50 +3%
SFO
324
Stenger Family Office
Illinois
$263K +$262K +1,811 New
CWA
325
Capital Wealth Alliance
Arizona
$261K