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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
SRCM
376
Signature Resources Capital Management
California
$22.3K
RA
377
Ransom Advisory
Rhode Island
$21.3K +$21.1K +154 New
WAG
378
Wiser Advisor Group
Arizona
$20.9K +$20.6K +151 New
National Bank of Canada
379
National Bank of Canada
Quebec, Canada
$19.1K
WETS
380
Wealth Enhancement Trust Services
South Dakota
$18K +$17.8K +130 New
RFA
381
Register Financial Advisors
Georgia
$14.8K
FFA
382
Founders Financial Alliance
North Carolina
$14.6K +$14.5K +106 New
NFSG
383
Newbridge Financial Services Group
Florida
$14K
JFA
384
JNBA Financial Advisors
Minnesota
$13.9K +$1.64K +12 +13%
AF
385
Advisornet Financial
Minnesota
$13.8K
CIAS
386
CBIZ Investment Advisory Services
Ohio
$12.1K
SIS
387
Strategic Investment Solutions
Illinois
$11.5K
UBS AM
388
UBS AM
Illinois
$11.1K +$10.9K +80 New
GAFA
389
Garton & Associates Financial Advisors
Kentucky
$10.2K +$10.1K +74 New
AWM
390
Abound Wealth Management
Tennessee
$8.13K
IWP
391
IAG Wealth Partners
Wisconsin
$7.62K
AP
392
Advisors Preferred
Maryland
$7.58K -$9.98K -73 -57%
CIBC Private Wealth Group
393
CIBC Private Wealth Group
Georgia
$7.35K +$7.25K +53 New
HR
394
Howe & Rusling
New York
$6.51K
Russell Investments Group
395
Russell Investments Group
United Kingdom
$6.44K +$3.42K +25 +114%
FWP
396
FAS Wealth Partners
Kansas
$6.23K +$6.15K +45 New
BL
397
BFSG LLC
California
$5.95K +$5.88K +43 New
SFS
398
Sunrise Financial Services
Washington
$5.26K +$5.2K +38 New
CT
399
Colonial Trust
South Carolina
$5.24K -$410 -3 -7%
PB
400
Pinnacle Bancorp
Nebraska
$3.6K -$5.88K -43 -62%