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Invesco S&P MidCap Momentum ETF

402 hedge funds and large institutions have $3.33B invested in Invesco S&P MidCap Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 171 increasing their positions, 108 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$415K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
101
Paller Financial Services
Colorado
$3.46M
AWM
102
Accel Wealth Management
Iowa
$3.43M
AWM
103
AE Wealth Management
Kansas
$3.38M
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$3.36M
NF
105
Nikulski Financial
Iowa
$3.28M
CPIG
106
Chicago Partners Investment Group
Illinois
$3.23M
BCG
107
Breakwater Capital Group
New Jersey
$3.17M
SWP
108
Stratos Wealth Partners
Ohio
$3.05M
LIPL
109
Lynch Investment Planning, LLC
Pennsylvania
$3.05M
SWAG
110
Spectrum Wealth Advisory Group
California
$3.01M
SPC
111
Sigma Planning Corp
Michigan
$2.98M
EFG
112
Elm3 Financial Group
Georgia
$2.97M
AC
113
Anson Capital
Georgia
$2.93M
BAM
114
Belpointe Asset Management
Nevada
$2.89M
PAS
115
Park Avenue Securities
New York
$2.89M
IWC
116
Integrated Wealth Concepts
Massachusetts
$2.88M
PA
117
PSI Advisors
Florida
$2.86M
PWA
118
Perspective Wealth Advisors
Colorado
$2.81M
PWA
119
PCG Wealth Advisors
Kansas
$2.77M
GWM
120
Greenline Wealth Management
Florida
$2.75M
BIG
121
Brookwood Investment Group
Arizona
$2.73M
MC
122
Matters Capital
Florida
$2.7M
SEP
123
Southland Equity Partners
Missouri
$2.68M
NMG
124
New Millennium Group
Utah
$2.58M
HNB
125
Huntington National Bank
Ohio
$2.55M