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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
VC
76
Vicus Capital
Pennsylvania
$3.41M
FHA
77
Flagship Harbor Advisors
Massachusetts
$3.39M
NL
78
NWAM LLC
Washington
$3.39M
AIA
79
AssuredPartners Investment Advisors
Florida
$3.33M
EFG
80
Elm3 Financial Group
Georgia
$3.31M
CWMGP
81
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$3.21M
Truist Financial
82
Truist Financial
North Carolina
$3.13M
OFS
83
OneAscent Financial Services
Alabama
$3.12M
Citadel Advisors
84
Citadel Advisors
Florida
$3.07M
Koshinski Asset Management
85
Koshinski Asset Management
Illinois
$3.06M
LTL
86
Lowery Thomas LLC
California
$3.03M
PFS
87
Prospera Financial Services
Texas
$2.97M
SA
88
Scarborough Advisors
Maryland
$2.89M
SWM
89
Sculati Wealth Management
Michigan
$2.82M
NMG
90
New Millennium Group
Utah
$2.79M
PG
91
Prostatis Group
Maryland
$2.76M
SWAG
92
Spectrum Wealth Advisory Group
California
$2.65M
F4L
93
Fortune 45 LLC
Louisiana
$2.65M
AC
94
Anson Capital
Georgia
$2.52M
BEI
95
Benjamin Edwards Inc
Missouri
$2.46M
PWA
96
PCG Wealth Advisors
Kansas
$2.45M
FCA
97
Fortis Capital Advisors
Kansas
$2.44M
AWM
98
Accel Wealth Management
Iowa
$2.38M
HighTower Advisors
99
HighTower Advisors
Illinois
$2.36M
AIP
100
Ameritas Investment Partners
Nebraska
$2.31M