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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
FL
51
FreeGulliver LLC
Louisiana
$10.8M +$1.8M +12,427 +20%
WIA
52
World Investment Advisors
California
$9.79M +$8.8M +60,868 +919%
AFP
53
Ausdal Financial Partners
Iowa
$9.24M +$2.1M +14,521 +30%
AWM
54
Avaii Wealth Management
Wisconsin
$8.79M +$365K +2,522 +4%
PMG
55
ProVise Management Group
Florida
$8.75M +$213K +1,470 +2%
LWP
56
LMG Wealth Partners
Louisiana
$8.65M +$95.3K +659 +1%
ALA
57
Atlas Legacy Advisors
California
$8.48M +$238K +1,649 +3%
TFS
58
Thoroughbred Financial Services
Tennessee
$8.43M +$941K +6,507 +13%
KAS
59
Kestra Advisory Services
Texas
$7.39M +$1.67M +11,531 +29%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$7.35M +$263K +1,819 +4%
IAA
61
Independent Advisor Alliance
North Carolina
$6.88M +$6.42M +44,414 +1,450%
TAM
62
Titleist Asset Management
Texas
$6.88M +$870K +6,014 +15%
LFAS
63
Level Four Advisory Services
Texas
$6.83M -$1.16M -7,999 -15%
IFWM
64
Institute for Wealth Management
Colorado
$6.75M -$62.2K -430 -0.9%
QA
65
Quattro Advisors
Pennsylvania
$6.52M +$39.3K +272 +0.6%
SFS
66
Sunrise Financial Services
Washington
$6.5M +$6.48M +44,783 +117,850%
FWA
67
Flagship Wealth Advisors
Massachusetts
$6.43M -$2.64M -18,237 -27%
PWP
68
Principle Wealth Partners
Connecticut
$6.4M +$773K +5,344 +14%
NL
69
NWAM LLC
Washington
$6.33M +$501K +3,467 +9%
RA
70
RFG Advisory
Alabama
$6.19M +$1.9M +13,123 +44%
William Blair & Company
71
William Blair & Company
Illinois
$6.18M -$531K -3,673 -8%
FP
72
Fiduciary Planning
Florida
$6.14M -$36.9K -255 -0.6%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$6.01M -$699K -4,834 -10%
PCIA
74
Prime Capital Investment Advisors
Kansas
$5.84M +$142K +982 +2%
SEIA
75
Signature Estate & Investment Advisors
California
$5.81M +$316K +2,185 +6%