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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
PWP
76
Principle Wealth Partners
Connecticut
$5.37M +$3.35M +24,507 +172%
SEIA
77
Signature Estate & Investment Advisors
California
$5.25M +$821K +6,006 +19%
AWA
78
Arkadios Wealth Advisors
Georgia
$5.01M +$3.68M +26,924 +292%
UWPG
79
Ullmann Wealth Partners Group
Florida
$4.96M -$59.2K -433 -1%
SFS
80
Symphony Financial Services
Ohio
$4.94M -$5.33K -39 -0.1%
KWA
81
Kellett Wealth Advisors
Ohio
$4.92M +$118K +862 +2%
SWA
82
Stratos Wealth Advisors
Ohio
$4.87M +$189K +1,382 +4%
FHA
83
Flagship Harbor Advisors
Massachusetts
$4.76M +$183K +1,337 +4%
BEI
84
Benjamin Edwards Inc
Missouri
$4.75M +$48.1K +352 +1%
FFA
85
Farther Finance Advisors
California
$4.73M +$2.55M +18,669 +121%
SMC
86
Smith, Moore & Co
Missouri
$4.35M +$136K +994 +3%
PFS
87
Prospera Financial Services
Texas
$4.35M -$91.2K -667 -2%
HAS
88
HBW Advisory Services
California
$4.16M +$112K +817 +3%
ECA
89
Elevation Capital Advisory
Oregon
$4.11M +$2.51M +18,378 +163%
RA
90
RFG Advisory
Alabama
$4.1M +$325K +2,380 +9%
KWM
91
Kingsview Wealth Management
Oregon
$3.95M -$220K -1,612 -5%
CFD
92
Creative Financial Designs
Indiana
$3.86M +$323K +2,365 +9%
VC
93
Vicus Capital
Pennsylvania
$3.84M -$702K -5,136 -16%
GC
94
Guilbault Capital
Louisiana
$3.81M +$3.76M +27,506 New
AWA
95
Arete Wealth Advisors
Illinois
$3.73M +$453K +3,310 +14%
TA
96
TruWealth Advisors
Louisiana
$3.72M +$120K +878 +3%
TCG
97
Transcendent Capital Group
Oklahoma
$3.71M +$3.67M +26,818 New
AFP
98
ATX Financial Planning
Texas
$3.68M +$3.63M +26,544 New
IA
99
Integrity Alliance
Iowa
$3.65M +$724K +5,298 +25%
CD
100
Capital Developers
North Carolina
$3.65M +$3.61M +26,366 New