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
Goldman Sachs
351
Goldman Sachs
New York
TPWA
352
TRUE Private Wealth Advisors
Oregon
Millennium Management
353
Millennium Management
New York
NCFG
354
New Century Financial Group
New Jersey
FFS
355
Founders Financial Securities
Maryland
AT
356
American Trust
Kentucky
Thrivent Financial for Lutherans
357
Thrivent Financial for Lutherans
Minnesota
PFGIA
358
Patriot Financial Group Insurance Agency
Massachusetts
BCM
359
Barometer Capital Management
Ontario, Canada
D.E. Shaw & Co
360
D.E. Shaw & Co
New York
AFG
361
Atomi Financial Group
New York
BAMG
362
Brand Asset Management Group
Missouri
QC
363
Quadrature Capital
United Kingdom
BFA
364
Beacon Financial Advisory
Ohio
S
365
Sunpointe
Missouri
TRCT
366
Tower Research Capital (TRC)
New York
VCM
367
Virtue Capital Management
Tennessee
UAG
368
United Advisor Group
Ohio
CW
369
CreativeOne Wealth
Kansas
ACM
370
Absolute Capital Management
Pennsylvania
CA
371
Crewe Advisors
Utah
ACM
372
Arlington Capital Management
Illinois
AWMG
373
ADG Wealth Management Group
Louisiana
CAM
374
Concorde Asset Management
Michigan
RA
375
RFG Advisory
Alabama