XMMO icon

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
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$1.42M
FFO
127
Fortitude Family Office
Arizona
$1.4M
SFS
128
Sowell Financial Services
Arkansas
$1.38M
TA
129
TruWealth Advisors
Louisiana
$1.37M
VCWM
130
Vista Cima Wealth Management
Arizona
$1.33M
GGI
131
GPM Growth Investors
Michigan
$1.32M
Mariner
132
Mariner
Kansas
$1.31M
AA
133
Armis Advisers
Georgia
$1.28M
CFD
134
Creative Financial Designs
Indiana
$1.26M
JPMorgan Chase & Co
135
JPMorgan Chase & Co
New York
$1.26M
WWM
136
Western Wealth Management
Colorado
$1.26M
OC
137
Oppenheimer & Co
New York
$1.23M
Brown Advisory
138
Brown Advisory
Maryland
$1.21M
KWA
139
Kingswood Wealth Advisors
California
$1.19M
HAS
140
HBW Advisory Services
California
$1.18M
VR
141
Valued Retirements
Texas
$1.14M
FWM
142
FLP Wealth Management
Arkansas
$1.13M
SEIA
143
Signature Estate & Investment Advisors
California
$1.11M
JCFM
144
JBR Co Financial Management
Oklahoma
$1.08M
CIBC World Market
145
CIBC World Market
Ontario, Canada
$1.06M
CAGAS
146
Capital Advisory Group Advisory Services
Minnesota
$1.06M
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$1.06M
CFS
148
Commonwealth Financial Services
West Virginia
$1.05M
AWA
149
Arkadios Wealth Advisors
Georgia
$1.04M
GM
150
GeoWealth Management
Illinois
$1.02M