We are live on ! Find out more
XMMO icon

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
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$5.8M -$10.1M -70,000 -64%
UWP
77
Uniting Wealth Partners
Kansas
$5.59M -$2.45M -16,960 -31%
SWA
78
Stratos Wealth Advisors
Ohio
$5.56M +$460K +3,179 +9%
FHA
79
Flagship Harbor Advisors
Massachusetts
$5.49M +$507K +3,508 +10%
KWA
80
Kellett Wealth Advisors
Ohio
$5.4M +$248K +1,717 +5%
UWPG
81
Ullmann Wealth Partners Group
Florida
$5.26M -$33.7K -233 -0.6%
BEI
82
Benjamin Edwards Inc
Missouri
$5.04M +$60.7K +420 +1%
Natixis Advisors
83
Natixis Advisors
Massachusetts
$5.02M +$5M +34,586 New
SFS
84
Symphony Financial Services
Ohio
$4.77M -$400K -2,767 -8%
PFS
85
Prospera Financial Services
Texas
$4.74M +$184K +1,273 +4%
CPIG
86
Chicago Partners Investment Group
Illinois
$4.61M +$928K +6,413 +28%
PAS
87
Park Avenue Securities
New York
$4.59M +$1.56M +10,815 +52%
CAP
88
Columbia Advisory Partners
Washington
$4.58M +$4.57M +31,616 New
SMC
89
Smith, Moore & Co
Missouri
$4.58M +$22.9K +158 +0.5%
HAS
90
HBW Advisory Services
California
$4.38M +$20.7K +143 +0.5%
FFA
91
Farther Finance Advisors
California
$4.36M -$668K -4,621 -14%
GC
92
Guilbault Capital
Louisiana
$4.19M +$205K +1,417 +5%
KWM
93
Kingsview Wealth Management
Oregon
$4.19M +$60.7K +420 +1%
CFD
94
Creative Financial Designs
Indiana
$4.19M +$145K +1,004 +4%
KA
95
Kovack Advisors
Florida
$4.15M -$4.9M -33,912 -55%
AWM
96
Accel Wealth Management
Iowa
$4.14M +$545K +3,771 +15%
NF
97
Nikulski Financial
Iowa
$4.12M +$680K +4,701 +20%
CD
98
Capital Developers
North Carolina
$3.95M +$125K +865 +3%
TA
99
TruWealth Advisors
Louisiana
$3.94M +$39.1K +270 +1%
AWM
100
AE Wealth Management
Kansas
$3.88M +$340K +2,354 +10%