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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
NPT
351
National Philanthropic Trust
Pennsylvania
$208K +$207K +1,433 New
Bank of New York Mellon
352
Bank of New York Mellon
New York
$206K -$15.8K -109 -7%
NWM
353
Nova Wealth Management
Florida
$206K -$289 -2 -0.1%
GT
354
Glenmede Trust
Pennsylvania
$206K
CA
355
Clearstead Advisors
Ohio
$203K
MWM
356
MOR Wealth Management
Pennsylvania
$201K -$36.2K -250 -15%
OAS
357
Optivise Advisory Services
Tennessee
$201K +$200K +1,384 New
Bank of Montreal
358
Bank of Montreal
Ontario, Canada
$190K
NWMP
359
Noble Wealth Management PBC
Colorado
$185K -$2.89K -20 -2%
SAM
360
Smartleaf Asset Management
Massachusetts
$183K -$35.4K -245 -16%
IA
361
IFG Advisory
Georgia
$173K -$1.6M -11,072 -90%
FCAS
362
First Command Advisory Services
Texas
$167K +$10.8K +75 +7%
RMP
363
Richards, Merrill & Peterson
Washington
$158K
EWA
364
EverSource Wealth Advisors
Alabama
$158K +$157K +1,087 New
CFB
365
Cullen/Frost Bankers
Texas
$135K +$289 +2 +0.2%
AF
366
Allworth Financial
California
$134K -$86.5K -598 -39%
GFA
367
Godfrey Financial Associates
New York
$116K
ACA
368
Aptus Capital Advisors
Alabama
$89.5K -$36.3K -251 -29%
OSAM
369
O'Shaughnessy Asset Management
Connecticut
$88.6K +$3.47K +24 +4%
WA
370
Westfuller Advisors
New York
$82.9K +$145 +1 +0.2%
BF
371
BOK Financial
Oklahoma
$82.4K
APW
372
Aventura Private Wealth
Florida
$76K +$75.8K +524 New
FDCDDQ
373
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73.2K -$57.9K -400 -44%
PFBT
374
Parkside Financial Bank & Trust
Missouri
$70.1K +$145 +1 +0.2%
ATPW
375
Ashton Thomas Private Wealth
Arizona
$69K +$68.8K +476 New