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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
4WM
326
49 Wealth Management
Texas
$260K -$12.4K -86 -5%
RW
327
RVW Wealth
California
$259K
NFC
328
Northstar Financial Companies
Pennsylvania
$259K -$8.68K -60 -3%
EFG
329
Everest Financial Group
Minnesota
$255K +$255K +1,761 New
HBW
330
Hazlett, Burt & Watson
West Virginia
$255K +$22K +152 +10%
SWM
331
Silverlake Wealth Management
Vermont
$254K -$178K -1,232 -41%
FA
332
Fermata Advisors
California
$254K -$1.88K -13 -0.7%
IPW
333
Impact Partnership Wealth
Georgia
$254K +$253K +1,749 New
AA
334
Advisory Alpha
Michigan
$253K -$18.8K -130 -7%
Deutsche Bank
335
Deutsche Bank
Germany
$252K +$224K +1,549 +833%
AIM
336
Advyzon Investment Management
Illinois
$250K +$249K +1,721 New
BCA
337
Bay Colony Advisors
Massachusetts
$249K +$9.26K +64 +4%
SG
338
StoneX Group
New York
$247K +$11.7K +81 +5%
CCC
339
Compass Capital Corp
Massachusetts
$241K -$3.62K -25 -2%
NA
340
Nottingham Advisors
New York
$241K
HWM
341
HB Wealth Management
Georgia
$236K +$235K +1,625 New
EFS
342
Essex Financial Services
Connecticut
$233K +$15.9K +110 +7%
BlackRock
343
BlackRock
New York
$232K +$231K +1,600 New
UIM
344
Unified Investment Management
Georgia
$227K
LFG
345
Larson Financial Group
Missouri
$223K +$3.18K +22 +1%
AMG
346
APS Management Group
California
$220K +$9.26K +64 +4%
PNC
347
Point Nemo Capital
Texas
$220K +$220K +1,518 New
SA
348
Scarborough Advisors
Maryland
$214K -$18.7K -129 -8%
OIA
349
OneDigital Investment Advisors
Kansas
$213K -$83.9K -580 -28%
VFA
350
Valeo Financial Advisors
Indiana
$209K +$208K +1,439 New