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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
OA
426
Operose Advisors
Wisconsin
$1.59K +$1.59K +11 New
RF
427
Rossby Financial
Florida
$1.48K +$1.45K +10 New
NL
428
NVWM LLC
Pennsylvania
$1.17K -$1.88K -13 -62%
TC
429
Trust Company
Kansas
$580
AWM
430
Axxcess Wealth Management
California
-$8.46M -61,102 Closed
GAA
431
Guardian Asset Advisors
Pennsylvania
-$6.04M -43,619 Closed
AWA
432
Arete Wealth Advisors
Illinois
-$3.73M -26,942 Closed
TCG
433
Transcendent Capital Group
Oklahoma
-$3.71M -26,818 Closed
MWM
434
Meridian Wealth Management
Kentucky
-$2.27M -16,417 Closed
Qube Research & Technologies (QRT)
435
Qube Research & Technologies (QRT)
United Kingdom
-$1.84M -13,318 Closed
Susquehanna International Group
436
Susquehanna International Group
Pennsylvania
-$1.53M -11,027 Closed
Envestnet Portfolio Solutions
437
Envestnet Portfolio Solutions
Illinois
-$1.03M -7,436 Closed
LTM
438
Lotus Technology Management
Florida
-$910K -6,569 Closed
TA
439
TFB Advisors
Kansas
-$814K -5,881 Closed
CAGAS
440
Capital Advisory Group Advisory Services
Minnesota
-$610K -4,402 Closed
MPIA
441
Milestones Private Investment Advisors
New York
-$525K -3,790 Closed
FWM
442
FLP Wealth Management
Arkansas
-$373K -2,692 Closed
YIH
443
Y-Intercept (HK)
Hong Kong
-$331K -2,391 Closed
CA
444
Calton & Associates
Florida
-$325K -2,348 Closed
TA
445
Tectonic Advisors
Texas
-$306K -2,212 Closed
SIM
446
Seaview Investment Managers
Florida
-$286K -2,062 Closed
WI
447
WBI Investments
New Jersey
-$249K -1,801 Closed
CAS
448
Coppell Advisory Solutions
Texas
-$231K -1,649 Closed
OWM
449
OneAscent Wealth Management
Alabama
-$205K -1,481 Closed
EBA
450
Eagle Bay Advisors
New York
-$39.3K -284 Closed