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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
ACM
26
Advance Capital Management
Michigan
$27.4M +$27M +197,626 New
Citigroup
27
Citigroup
New York
$22.4M +$1.3M +9,506 +6%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$22.3M +$296K +2,168 +1%
PAG
29
Private Advisor Group
New Jersey
$22.1M -$2.62M -19,191 -11%
OWG
30
Oxford Wealth Group
Florida
$21.2M +$20.9M +153,121 New
EH
31
Equitable Holdings
New York
$20.5M +$1.12M +8,198 +6%
OA
32
Oasis Advisors
Iowa
$20.3M +$20.1M +146,695 New
AIA
33
AssuredPartners Investment Advisors
Florida
$18.1M +$3.25M +23,805 +22%
FFN
34
Focus Financial Network
Minnesota
$16.6M -$200K -1,460 -1%
MWM
35
Modern Wealth Management
Kansas
$15.9M +$15.7M +114,994 New
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$15.2M +$5.47M +40,000 +57%
FIC
37
Family Investment Center
Missouri
$14.3M +$53.2K +389 +0.4%
FPGK
38
Financial Partners Group (Kansas)
Kansas
$14.1M -$1.37M -10,047 -9%
FTS
39
Fifth Third Securities
Ohio
$13.2M +$499K +3,651 +4%
MF
40
Manchester Financial
California
$13.2M +$348K +2,543 +3%
IWS
41
Insight Wealth Strategies
California
$12.6M +$186K +1,362 +2%
PPG
42
Peak Planning Group
Colorado
$12.4M +$12.3M +89,663 New
JWCA
43
J.W. Cole Advisors
Florida
$10.7M +$29.4K +215 +0.3%
MGIA
44
Moneta Group Investment Advisors
Missouri
$10.7M +$38.7K +283 +0.4%
SAM
45
Secure Asset Management
Michigan
$10.1M +$1.06M +7,753 +12%
PS
46
Principal Securities
Iowa
$9.64M +$859K +6,279 +10%
SIS
47
Sound Income Strategies
Florida
$9.58M +$3.7M +27,024 +68%
FWA
48
Flagship Wealth Advisors
Massachusetts
$9.44M +$955K +6,984 +11%
Cerity Partners
49
Cerity Partners
New York
$8.87M +$391K +2,860 +5%
FL
50
FreeGulliver LLC
Louisiana
$8.61M -$765K -5,595 -8%