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Invesco S&P MidCap Momentum ETF

402 hedge funds and large institutions have $3.33B invested in Invesco S&P MidCap Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 171 increasing their positions, 108 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$415K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Axxcess Wealth Management
California
$8.46M
LWP
52
LMG Wealth Partners
Louisiana
$8.17M
PMG
53
ProVise Management Group
Florida
$8.15M
AWM
54
Avaii Wealth Management
Wisconsin
$8.05M
ALA
55
Atlas Legacy Advisors
California
$7.86M
UWP
56
Uniting Wealth Partners
Kansas
$7.68M
LFAS
57
Level Four Advisory Services
Texas
$7.63M
EFG
58
Ethos Financial Group
Pennsylvania
$7.56M
TFS
59
Thoroughbred Financial Services
Tennessee
$7.14M
AFP
60
Ausdal Financial Partners
Iowa
$6.81M
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$6.77M
IFWM
62
Institute for Wealth Management
Colorado
$6.5M
William Blair & Company
63
William Blair & Company
Illinois
$6.41M
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$6.41M
NA
65
NewEdge Advisors
Louisiana
$6.23M
QA
66
Quattro Advisors
Pennsylvania
$6.19M
GAA
67
Guardian Asset Advisors
Pennsylvania
$6.04M
FP
68
Fiduciary Planning
Florida
$5.9M
TAM
69
Titleist Asset Management
Texas
$5.74M
NL
70
NWAM LLC
Washington
$5.68M
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$5.58M
KAS
72
Kestra Advisory Services
Texas
$5.46M
PCIA
73
Prime Capital Investment Advisors
Kansas
$5.44M
PWP
74
Principle Wealth Partners
Connecticut
$5.37M
SEIA
75
Signature Estate & Investment Advisors
California
$5.25M