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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
4WM
301
49 Wealth Management
Texas
$260K -$59.3K -434 -19%
AA
302
Advisory Alpha
Michigan
$260K -$957 -7 -0.4%
NFC
303
Northstar Financial Companies
Pennsylvania
$255K +$252K +1,843 New
OFS
304
OneAscent Financial Services
Alabama
$254K -$13.1K -96 -5%
GS
305
GWN Securities
Florida
$254K -$39.2K -287 -14%
PCA
306
Prosperity Capital Advisors
Ohio
$253K -$13.5K -99 -5%
WI
307
WBI Investments
New Jersey
$249K +$246K +1,801 New
FAL
308
Focused Alpha LLC
Colorado
$249K +$245K +1,795 New
PVI
309
Pine Valley Investments
New Jersey
$248K +$245K +1,791 New
RW
310
RVW Wealth
California
$248K +$245K +1,789 New
FA
311
Fermata Advisors
California
$245K -$9.02K -66 -4%
WMN
312
Wealth Management Nebraska
Nebraska
$240K
IA
313
IFP Advisors
Florida
$239K +$5.88K +43 +3%
SFS
314
Sowell Financial Services
Arkansas
$231K -$330K -2,411 -59%
CAS
315
Coppell Advisory Solutions
Texas
$231K
NA
316
Nottingham Advisors
New York
$230K
HAP
317
Harbor Asset Planning
Massachusetts
$229K +$410 +3 +0.2%
BCA
318
Bay Colony Advisors
Massachusetts
$229K -$3.83K -28 -2%
KPWS
319
Kestra Private Wealth Services
Texas
$229K +$226K +1,651 New
MWM
320
MOR Wealth Management
Pennsylvania
$226K +$224K +1,636 New
SG
321
StoneX Group
New York
$225K -$424K -3,098 -66%
SF
322
Summit Financial
New Jersey
$224K -$30.6K -224 -12%
HBW
323
Hazlett, Burt & Watson
West Virginia
$223K +$56.1K +410 +35%
SA
324
Scarborough Advisors
Maryland
$222K +$273 +2 +0.1%
SAM
325
Smartleaf Asset Management
Massachusetts
$218K +$213K +1,558 New