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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
FFA
401
Frazier Financial Advisors
Ohio
$3.37K +$3.28K +24 New
NL
402
NVWM LLC
Pennsylvania
$2.92K
LC
403
Luminist Capital
Michigan
$2.49K
CPBTD
404
Central Pacific Bank - Trust Division
Hawaii
$2.35K
GWSA
405
Global Wealth Strategies & Associates
Colorado
$1.8K +$1.78K +13 New
RBC
406
Roble Belko & Company
Pennsylvania
$1K +$1.09K +8 New
TC
407
Trust Company
Kansas
$554 +$547 +4 New
CTC
408
Central Trust Company
Missouri
-$2.16M -16,000 Closed
VA
409
Valmark Advisers
Ohio
-$1.17M -8,635 Closed
GP
410
Guardian Partners
Canada
-$1.07M -7,938 Closed
RIA
411
Regal Investment Advisors
Michigan
-$665K -4,917 Closed
HFA
412
Hershey Financial Advisers
Pennsylvania
-$448K -3,310 Closed
NPT
413
National Philanthropic Trust
Pennsylvania
-$321K -2,375 Closed
TI
414
Trexquant Investment
Connecticut
-$295K -2,184 Closed
SPWM
415
Schrum Private Wealth Management
Florida
-$270K -2,000 Closed
GPW
416
Gentry Private Wealth
Kansas
-$220K -1,624 Closed
HI
417
Hoey Investments
Pennsylvania
-$78.4K -580 Closed
TWC
418
TD Waterhouse Canada
Ontario, Canada
-$44.7K -330 Closed
GWSG
419
GPS Wealth Strategies Group
Colorado
-$38.1K -282 Closed
GFWA
420
Grey Fox Wealth Advisors
Delaware
-$24.1K -178 Closed
VCM
421
Versant Capital Management
Arizona
-$17K -126 Closed
RFP
422
Root Financial Partners
California
-$15.6K -115 Closed
DJSG
423
D.J. St. Germain
Massachusetts
-$5.18K -38 Closed