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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
ONB
26
Old National Bancorp
Indiana
$26.4M +$26.3M +181,804 New
PAG
27
Private Advisor Group
New Jersey
$24.7M +$1.52M +10,534 +7%
Citigroup
28
Citigroup
New York
$24M +$488K +3,376 +2%
EH
29
Equitable Holdings
New York
$23.2M +$2.81M +19,408 +13%
DCM
30
Davidson Capital Management
Texas
$20.2M -$36.1M -249,528 -64%
OWG
31
Oxford Wealth Group
Florida
$20M -$2.2M -15,180 -10%
PS
32
Principal Securities
Iowa
$18.5M +$8.4M +58,090 +83%
FFN
33
Focus Financial Network
Minnesota
$18M +$635K +4,391 +4%
AIA
34
AssuredPartners Investment Advisors
Florida
$17.6M -$1.63M -11,252 -9%
MWM
35
Modern Wealth Management
Kansas
$16.4M -$559K -3,866 -3%
BCI
36
Brinker Capital Investments
Pennsylvania
$15.5M -$23.1M -159,487 -60%
DG
37
Dala Group
Illinois
$15.1M +$8.67M +59,940 +135%
FPGK
38
Financial Partners Group (Kansas)
Kansas
$14.9M +$228K +1,574 +2%
PPG
39
Peak Planning Group
Colorado
$14.6M +$1.64M +11,321 +13%
FIC
40
Family Investment Center
Missouri
$14.2M -$760K -5,254 -5%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$14.2M -$8.71M -60,223 -39%
FTS
42
Fifth Third Securities
Ohio
$13.9M +$108K +744 +0.8%
MF
43
Manchester Financial
California
$13.7M -$143K -992 -1%
IWS
44
Insight Wealth Strategies
California
$13.4M +$147K +1,016 +1%
IWC
45
Integrated Wealth Concepts
Massachusetts
$12.1M +$9.06M +62,659 +302%
SIS
46
Sound Income Strategies
Florida
$11.9M +$1.93M +13,339 +20%
NA
47
NewEdge Advisors
Louisiana
$11.4M +$4.81M +33,256 +74%
Cerity Partners
48
Cerity Partners
New York
$11.3M +$1.98M +13,674 +21%
MGIA
49
Moneta Group Investment Advisors
Missouri
$11.2M -$20.4K -141 -0.2%
JWCA
50
J.W. Cole Advisors
Florida
$11.1M -$138K -951 -1%