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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
PP
301
Pacifica Partners
Canada
$22K
SRCM
302
Signature Resources Capital Management
California
$18.3K
National Bank of Canada
303
National Bank of Canada
Quebec, Canada
$15.7K
RI
304
Ridgewood Investments
New Jersey
$13.7K
RFA
305
Register Financial Advisors
Georgia
$12.2K
Simplex Trading
306
Simplex Trading
Illinois
$12K
NFSG
307
Newbridge Financial Services Group
Florida
$11.5K
AF
308
Advisornet Financial
Minnesota
$11.4K
CIAS
309
CBIZ Investment Advisory Services
Ohio
$9.89K
SIS
310
Strategic Investment Solutions
Illinois
$9.44K
PB
311
Pinnacle Bancorp
Nebraska
$7.85K
JFA
312
JNBA Financial Advisors
Minnesota
$7.62K
PBK
313
Peoples Bank (Kansas)
Kansas
$7.62K
GA
314
GoalVest Advisory
New York
$7.17K
KFI
315
Key Financial Inc
Pennsylvania
$6.71K
AWM
316
Abound Wealth Management
Tennessee
$6.66K
IWP
317
IAG Wealth Partners
Wisconsin
$6.26K
HR
318
Howe & Rusling
New York
$5.35K
CT
319
Colonial Trust
South Carolina
$5.14K
WWM
320
Wagner Wealth Management
South Carolina
$5.12K
CCM
321
Coldstream Capital Management
Washington
$4.32K
IAS
322
IMA Advisory Services
Colorado
$3.41K
NS
323
NBC Securities
Alabama
$3K
NL
324
NVWM LLC
Pennsylvania
$2.39K
LC
325
Luminist Capital
Michigan
$2.07K