We are live on ! Find out more
XMMO icon

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
KA
51
Kovack Advisors
Florida
$8.59M +$491K +3,589 +6%
AWM
52
Axxcess Wealth Management
California
$8.46M +$7.34M +53,708 +726%
LWP
53
LMG Wealth Partners
Louisiana
$8.17M -$271K -1,982 -3%
PMG
54
ProVise Management Group
Florida
$8.15M +$367K +2,683 +5%
AWM
55
Avaii Wealth Management
Wisconsin
$8.05M +$7.95M +58,119 New
ALA
56
Atlas Legacy Advisors
California
$7.86M +$276K +2,019 +4%
UWP
57
Uniting Wealth Partners
Kansas
$7.68M +$459K +3,360 +6%
LFAS
58
Level Four Advisory Services
Texas
$7.63M +$170K +1,245 +2%
EFG
59
Ethos Financial Group
Pennsylvania
$7.56M +$7.47M +54,631 New
TFS
60
Thoroughbred Financial Services
Tennessee
$7.14M +$239K +1,748 +4%
AFP
61
Ausdal Financial Partners
Iowa
$6.81M -$83.5K -611 -1%
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$6.77M +$654K +4,786 +11%
IFWM
63
Institute for Wealth Management
Colorado
$6.5M -$129K -943 -2%
William Blair & Company
64
William Blair & Company
Illinois
$6.41M +$6.15K +45 +0.1%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$6.41M +$6.33M +46,287 New
NA
66
NewEdge Advisors
Louisiana
$6.23M +$150K +1,094 +2%
QA
67
Quattro Advisors
Pennsylvania
$6.19M +$6.11M +44,707 New
DG
68
Dala Group
Illinois
$6.13M +$6.06M +44,290 New
GAA
69
Guardian Asset Advisors
Pennsylvania
$6.04M +$145K +1,061 +2%
FP
70
Fiduciary Planning
Florida
$5.9M +$76.6K +560 +1%
TAM
71
Titleist Asset Management
Texas
$5.74M +$294K +2,147 +5%
NL
72
NWAM LLC
Washington
$5.68M +$400K +2,926 +8%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$5.58M -$340K -2,486 -6%
KAS
74
Kestra Advisory Services
Texas
$5.46M +$128K +938 +2%
PCIA
75
Prime Capital Investment Advisors
Kansas
$5.44M +$36.6K +268 +0.7%