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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
PA
101
PSI Advisors
Florida
$2.25M
AWM
102
AE Wealth Management
Kansas
$2.22M
SWP
103
Stratos Wealth Partners
Ohio
$2.2M
PAS
104
Park Avenue Securities
New York
$2.13M
DE
105
Diversified Enterprises
Delaware
$2.12M
SWA
106
Stratos Wealth Advisors
Ohio
$2.11M
HNB
107
Huntington National Bank
Ohio
$2.11M
FCMA
108
Foresight Capital Management Advisors
Michigan
$2.04M
SPC
109
Sigma Planning Corp
Michigan
$2.04M
MWS
110
MFA Wealth Services
California
$2.01M
SEP
111
Southland Equity Partners
Missouri
$1.94M
VCM
112
Verde Capital Management
Michigan
$1.84M
AI
113
Atria Investments
North Carolina
$1.83M
CAC
114
Certified Advisory Corp
Florida
$1.79M
VFPW
115
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.78M
Fidelity Investments
116
Fidelity Investments
Massachusetts
$1.69M
SAI
117
Savvy Advisors Inc
New York
$1.67M
SPIA
118
Steward Partners Investment Advisory
New York
$1.64M
SA
119
Sovran Advisors
California
$1.6M
CWM
120
Comprehensive Wealth Management
Washington
$1.6M
KWM
121
Kingsview Wealth Management
Oregon
$1.54M
IWM
122
IHT Wealth Management
Illinois
$1.54M
VW
123
Veridan Wealth
Oregon
$1.46M
AQR Capital Management
124
AQR Capital Management
Connecticut
$1.46M
FA
125
Fermata Advisors
California
$1.45M