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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
FIA
26
Foundations Investment Advisors
Arizona
$18.5M
Citigroup
27
Citigroup
New York
$16.3M
PAG
28
Private Advisor Group
New Jersey
$16.2M
FFN
29
Focus Financial Network
Minnesota
$13.6M
EH
30
Equitable Holdings
New York
$12.9M
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$12.9M
CWM
32
Congress Wealth Management
Massachusetts
$12M
OPS
33
Orion Portfolio Solutions
Nebraska
$11.9M
BCI
34
Brinker Capital Investments
Pennsylvania
$11.9M
SL
35
Systelligence LLC
Minnesota
$10.9M
FIC
36
Family Investment Center
Missouri
$10.9M
IWS
37
Insight Wealth Strategies
California
$10M
ECA
38
Elevation Capital Advisory
Oregon
$9.77M
MGIA
39
Moneta Group Investment Advisors
Missouri
$8.74M
FTS
40
Fifth Third Securities
Ohio
$8.73M
JWCA
41
J.W. Cole Advisors
Florida
$8.67M
MF
42
Manchester Financial
California
$8.57M
MFG
43
Merit Financial Group
Georgia
$8.51M
AAS
44
Avantax Advisory Services
Texas
$7.96M
FPGK
45
Financial Partners Group (Kansas)
Kansas
$7.89M
LFAS
46
Level Four Advisory Services
Texas
$7.85M
FAIM
47
Financial Advocates Investment Management
Washington
$7.38M
FL
48
FreeGulliver LLC
Louisiana
$7.32M
FWA
49
Flagship Wealth Advisors
Massachusetts
$7.1M
AFP
50
Ausdal Financial Partners
Iowa
$7.01M