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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
VA
101
VestGen Advisors
Illinois
$3.65M -$3.43M -25,069 -49%
LTL
102
Lowery Thomas LLC
California
$3.56M +$29.4K +215 +0.8%
MFG
103
Merit Financial Group
Georgia
$3.48M -$587K -4,291 -15%
PFS
104
Paller Financial Services
Colorado
$3.46M +$3.42M +24,998 New
AWM
105
Accel Wealth Management
Iowa
$3.43M +$339K +2,482 +11%
AWM
106
AE Wealth Management
Kansas
$3.38M +$240K +1,758 +8%
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$3.36M +$120K +879 +4%
NF
108
Nikulski Financial
Iowa
$3.28M +$2.53M +18,491 +356%
CPIG
109
Chicago Partners Investment Group
Illinois
$3.23M +$1.24M +9,056 +66%
IFG
110
Independent Financial Group
California
$3.21M -$231K -1,690 -7%
BCG
111
Breakwater Capital Group
New Jersey
$3.17M +$1.8M +13,135 +135%
SWP
112
Stratos Wealth Partners
Ohio
$3.05M +$98.7K +722 +3%
LIP
113
Lynch Investment Planning
Pennsylvania
$3.05M +$3.01M +22,003 New
SWAG
114
Spectrum Wealth Advisory Group
California
$3.01M -$168K -1,227 -5%
SPC
115
Sigma Planning Corp
Michigan
$2.98M +$177K +1,292 +6%
EFG
116
Elm3 Financial Group
Georgia
$2.97M -$393K -2,873 -12%
AC
117
Anson Capital
Georgia
$2.93M -$122K -891 -4%
BAM
118
Belpointe Asset Management
Nevada
$2.89M +$834K +6,098 +41%
PAS
119
Park Avenue Securities
New York
$2.89M +$288K +2,107 +11%
IWC
120
Integrated Wealth Concepts
Massachusetts
$2.88M -$304K -2,220 -10%
PA
121
PSI Advisors
Florida
$2.86M -$49.1K -359 -2%
PWA
122
Perspective Wealth Advisors
Colorado
$2.81M +$2.78M +20,316 New
PWA
123
PCG Wealth Advisors
Kansas
$2.77M -$375K -2,740 -12%
GWM
124
Greenline Wealth Management
Florida
$2.75M +$2.71M +19,845 New
BIG
125
Brookwood Investment Group
Arizona
$2.73M -$16.5K -121 -0.6%