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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
CCC
326
Compass Capital Corp
Massachusetts
$218K -$8.89K -65 -4%
UIM
327
Unified Investment Management
Georgia
$217K
Bank of New York Mellon
328
Bank of New York Mellon
New York
$212K -$9.16K -67 -4%
AF
329
Allworth Financial
California
$211K +$136K +998 +190%
SWM
330
Stark Wealth Management
Pennsylvania
$209K -$9.57K -70 -4%
LFG
331
Larson Financial Group
Missouri
$209K -$71.1K -520 -26%
Fifth Third Bancorp
332
Fifth Third Bancorp
Ohio
$208K -$67.4K -493 -25%
EFS
333
Essex Financial Services
Connecticut
$207K +$204K +1,494 New
OWM
334
OneAscent Wealth Management
Alabama
$205K -$73.2K -535 -27%
AMG
335
APS Management Group
California
$202K +$199K +1,456 New
NWM
336
Nova Wealth Management
Florida
$197K -$547 -4 -0.3%
GT
337
Glenmede Trust
Pennsylvania
$197K +$194K +1,420 New
CA
338
Clearstead Advisors
Ohio
$194K
Bessemer Group
339
Bessemer Group
New Jersey
$182K
Bank of Montreal
340
Bank of Montreal
Ontario, Canada
$182K +$59.9K +438 +50%
NWMP
341
Noble Wealth Management PBC
Colorado
$180K
CAL
342
Capital Analysts LLC
Pennsylvania
$158K
RMP
343
Richards, Merrill & Peterson
Washington
$151K
FCAS
344
First Command Advisory Services
Texas
$149K
CFB
345
Cullen/Frost Bankers
Texas
$129K +$137 +1 +0.1%
FDCDDQ
346
Federation des caisses Desjardins du Quebec
Quebec, Canada
$125K
ACA
347
Aptus Capital Advisors
Alabama
$120K +$66.3K +485 +127%
GFA
348
Godfrey Financial Associates
New York
$111K +$109K +800 New
OSAM
349
O'Shaughnessy Asset Management
Connecticut
$81.3K +$20K +146 +33%
WA
350
Westfuller Advisors
New York
$79K +$137 +1 +0.2%