XMMO icon

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
CPBTD
326
Central Pacific Bank - Trust Division
Hawaii
$1.93K
ACA
327
Aptus Capital Advisors
Alabama
$1.82K
TFA
328
Toth Financial Advisory
Virginia
$1.37K
RFA
329
Reyes Financial Architecture
California
$1.02K
NECFA
330
New England Capital Financial Advisors
Connecticut
$687
WGS
331
Washington Growth Strategies
District of Columbia
$351
AF
332
Allworth Financial
California
$11
CCMG
333
Clark Capital Management Group
Pennsylvania
WA
334
Win Advisors
Florida
Cerity Partners
335
Cerity Partners
New York
SWM
336
SigFig Wealth Management
California
GF
337
Gimbal Financial
Indiana
PPW
338
Pasadena Private Wealth
California
OCM
339
One Capital Management
California
CWA
340
Centennial Wealth Advisory
Michigan
IAA
341
Independent Advisor Alliance
North Carolina
WAS
342
WESPAC Advisors SoCal
California
TF
343
Trek Financial
Arizona
JWM
344
Jupiter Wealth Management
Colorado
CRI
345
Colonial River Investments
Virginia
AWM
346
Axxcess Wealth Management
California
IWC
347
Integrated Wealth Concepts
Massachusetts
Renaissance Technologies
348
Renaissance Technologies
New York
TWP
349
Tempus Wealth Planning
California
KFS
350
Kelly Financial Services
Massachusetts