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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
LTL
101
Lowery Thomas LLC
California
$3.84M +$118K +819 +3%
BCG
102
Breakwater Capital Group
New Jersey
$3.81M +$494K +3,415 +15%
VA
103
VestGen Advisors
Illinois
$3.78M -$528K -3,651 -14%
AFP
104
ATX Financial Planning
Texas
$3.69M -$159K -1,101 -4%
ECA
105
Elevation Capital Advisory
Oregon
$3.62M -$676K -4,675 -16%
MFG
106
Merit Financial Group
Georgia
$3.62M -$23.6K -163 -0.6%
VC
107
Vicus Capital
Pennsylvania
$3.6M -$422K -2,919 -11%
PFS
108
Paller Financial Services
Colorado
$3.55M -$76.2K -527 -2%
IA
109
Integrity Alliance
Iowa
$3.55M -$281K -1,946 -7%
BAM
110
Belpointe Asset Management
Nevada
$3.52M +$487K +3,364 +16%
HNB
111
Huntington National Bank
Ohio
$3.51M
GWM
112
Geneos Wealth Management
Colorado
$3.43M +$1.01M +6,952 +42%
PWA
113
Perspective Wealth Advisors
Colorado
$3.4M +$455K +3,144 +15%
PA
114
PSI Advisors
Florida
$3.4M +$401K +2,774 +13%
PMWMG
115
Parr McKnight Wealth Management Group
Minnesota
$3.36M +$3.35M +23,159 New
IFG
116
Independent Financial Group
California
$3.35M -$11.4K -79 -0.3%
AIP
117
Ameritas Investment Partners
Nebraska
$3.31M +$1.25M +8,611 +61%
LIP
118
Lynch Investment Planning
Pennsylvania
$3.3M +$110K +759 +3%
AWA
119
Arkadios Wealth Advisors
Georgia
$3.24M -$2M -13,827 -38%
LCWM
120
Legacy Capital Wealth Management
Texas
$3.23M +$719K +4,969 +29%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$3.19M -$2.65M -18,340 -45%
CCFM
122
Clear Creek Financial Management
Washington
$3.13M +$1.39M +9,603 +80%
EFG
123
Elm3 Financial Group
Georgia
$3.11M +$145 +1 +0%
SWAG
124
Spectrum Wealth Advisory Group
California
$3.04M -$117K -808 -4%
AC
125
Anson Capital
Georgia
$3.04M -$29.6K -205 -1%