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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
BF
351
BOK Financial
Oklahoma
$78.6K
PFBT
352
Parkside Financial Bank & Trust
Missouri
$66.8K +$137 +1 +0.2%
SFG
353
Strive Financial Group
Indiana
$65.8K +$64.9K +475 New
HIA
354
Harbor Investment Advisory
Maryland
$64.4K
AssetMark Inc
355
AssetMark Inc
California
$59.4K +$1.09K +8 +2%
GGI
356
Godsey & Gibb Inc
Virginia
$58.8K +$58.1K +425 New
KFI
357
Key Financial Inc
Pennsylvania
$56.8K +$56.1K +410 New
CSB
358
City State Bank
Iowa
$48.5K
AAP
359
Arax Advisory Partners
Colorado
$46.8K
GWS
360
Greykasell Wealth Strategies
California
$43.8K
DF
361
Dunhill Financial
United Kingdom
$41.8K +$41.3K +302 New
EBA
362
Eagle Bay Advisors
New York
$39.3K +$38.8K +284 New
AIC
363
Archer Investment Corporation
Indiana
$36.7K
AC
364
AlphaCore Capital
California
$34.5K +$34K +249 New
TLA
365
Tanglewood Legacy Advisors
Texas
$33.9K
PSFG
366
Park Square Financial Group
Georgia
$32.1K +$35.5K +260 New
CIAS
367
Capital Investment Advisory Services
North Carolina
$31.5K
GSWM
368
Golden State Wealth Management
California
$29.9K
WSFS
369
Wilmington Savings Fund Society
Delaware
$28.2K +$27.9K +204 New
RIA
370
Realta Investment Advisors
Delaware
$27.7K +$27.3K +200 New
OC
371
Optima Capital
Oregon
$26.4K +$26.1K +191 New
Deutsche Bank
372
Deutsche Bank
Germany
$25.8K -$2.19K -16 -8%
FFC
373
First Financial Corp
Indiana
$25.6K
BCMIO
374
Beacon Capital Management Inc (Ohio)
Ohio
$24.6K -$137 -1 -0.6%
GA
375
GoalVest Advisory
New York
$24.4K -$4.79K -35 -17%