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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
ALA
51
Atlas Legacy Advisors
California
$6.91M
LWP
52
LMG Wealth Partners
Louisiana
$6.84M
AWS
53
Atria Wealth Solutions
New York
$6.82M
SAM
54
Secure Asset Management
Michigan
$6.44M
PMG
55
ProVise Management Group
Florida
$6.01M
NA
56
NewEdge Advisors
Louisiana
$5.63M
MWM
57
MinichMacGregor Wealth Management
New York
$5.59M
IFWM
58
Institute for Wealth Management
Colorado
$5.5M
TFS
59
Thoroughbred Financial Services
Tennessee
$5.45M
SAF
60
Smith Anglin Financial
Texas
$5.2M
HI
61
Harbour Investments
Wisconsin
$4.97M
AAS
62
Ameritas Advisory Services
Nebraska
$4.73M
FP
63
Fiduciary Planning
Florida
$4.71M
KAS
64
Kestra Advisory Services
Texas
$4.65M
TAM
65
Titleist Asset Management
Texas
$4.64M
IA
66
Integrity Alliance
Iowa
$4.64M
PCIA
67
Prime Capital Investment Advisors
Kansas
$4.32M
RWA
68
Redhawk Wealth Advisors
Minnesota
$4.25M
UWPG
69
Ullmann Wealth Partners Group
Florida
$4.2M
BAM
70
Belpointe Asset Management
Nevada
$3.83M
KA
71
Kovack Advisors
Florida
$3.81M
VA
72
VestGen Advisors
Illinois
$3.81M
KWA
73
Kellett Wealth Advisors
Ohio
$3.64M
SFS
74
Symphony Financial Services
Ohio
$3.56M
SMC
75
Smith, Moore & Co
Missouri
$3.53M