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Invesco S&P MidCap Momentum ETF

428 hedge funds and large institutions have $3.81B invested in Invesco S&P MidCap Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 196 increasing their positions, 126 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 30

56% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 126

13% more capital invested

Capital invested by funds: $3.36B → $3.81B (+$448M)

10.83% more ownership

Funds ownership: 66.18%77% (+11%)

5% more funds holding

Funds holding: 406428 (+22)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

Holders
428
Holders Change
+22
Holders Change %
+5.42%
% of All Funds
5.27%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
59
Increased
196
Reduced
126
Closed
30
Calls
$986K
Puts
Net Calls
+$986K
Net Calls Change
+$571K
Name Holding Trade Value Shares
Change
Change in
Stake
WAG
401
Wiser Advisor Group
Arizona
$21.9K
National Bank of Canada
402
National Bank of Canada
Quebec, Canada
$20K
WETS
403
Wealth Enhancement Trust Services
South Dakota
$18.9K
RFA
404
Register Financial Advisors
Georgia
$15.5K
FFA
405
Founders Financial Alliance
North Carolina
$15.3K
NFSG
406
Newbridge Financial Services Group
Florida
$14.7K +$145 +1 +1%
AF
407
Advisornet Financial
Minnesota
$14.5K
TLA
408
Tanglewood Legacy Advisors
Texas
$13.8K -$21.7K -150 -61%
CIAS
409
CBIZ Investment Advisory Services
Ohio
$12.7K
SIS
410
Strategic Investment Solutions
Illinois
$12K
JFA
411
JNBA Financial Advisors
Minnesota
$12K -$2.6K -18 -18%
NA
412
Networth Advisors
Pennsylvania
$9.72K +$9.69K +67 New
IWP
413
IAG Wealth Partners
Wisconsin
$7.98K
CPG
414
Cornerstone Planning Group
New Jersey
$7.65K +$6.8K +47 New
HR
415
Howe & Rusling
New York
$6.82K
WP
416
WealthShield Partners
North Carolina
$6.38K +$6.36K +44 New
FWP
417
FAS Wealth Partners
Kansas
$4.93K -$1.59K -11 -24%
CT
418
Colonial Trust
South Carolina
$4.65K -$723 -5 -13%
PMFA
419
Plante Moran Financial Advisors
Michigan
$4.35K +$4.34K +30 New
PB
420
Pinnacle Bancorp
Nebraska
$3.77K
MIM
421
Marshall Investment Management
Colorado
$3.19K +$3.18K +22 New
MWC
422
MBM Wealth Consultants
Missouri
$2.9K +$2.89K +20 New
CPBTD
423
Central Pacific Bank - Trust Division
Hawaii
$2.46K
KCM
424
Key Capital Management
Tennessee
$1.74K +$1.74K +12 New
GWSA
425
Global Wealth Strategies & Associates
Colorado
$1.59K -$289 -2 -15%