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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
MWM
376
Maridea Wealth Management
New York
DPI
377
Diversified Portfolios Inc
Michigan
WAM
378
Worth Asset Management
Texas
CCC
379
Compass Capital Corp
Massachusetts
EFS
380
Essex Financial Services
Connecticut
SAM
381
Synergy Asset Management
Washington
NA
382
Nottingham Advisors
New York
PSCM
383
Per Stirling Capital Management
Texas
CCM
384
Crew Capital Management
Ohio
LDB
385
Lee, Danner & Bass
Tennessee
PSFG
386
Park Square Financial Group
Georgia
RFS
387
Richardson Financial Services
Massachusetts
TCG
388
Transcendent Capital Group
Oklahoma
SIM
389
Synergy Investment Management
Florida
CFGS
390
Concourse Financial Group Securities
Alabama
CP
391
Castleview Partners
Texas
AWM
392
Avior Wealth Management
Nebraska
WP
393
WealthShield Partners
North Carolina
GSWM
394
Golden State Wealth Management
California
CA
395
CoreCap Advisors
Michigan
PA
396
Parallel Advisors
California
JFG
397
JDM Financial Group
Texas
RTL
398
Red Tortoise LLC
Georgia
DJSG
399
D.J. St. Germain
Massachusetts
CIA
400
Cape Investment Advisory
Georgia