We are live on ! Find out more
XMMO icon

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
MC
126
Matters Capital
Florida
$2.7M +$2.67M +19,497 New
SEP
127
Southland Equity Partners
Missouri
$2.68M +$62.6K +458 +2%
NMG
128
New Millennium Group
Utah
$2.58M -$92.2K -674 -3%
HNB
129
Huntington National Bank
Ohio
$2.55M
SA
130
Sovran Advisors
California
$2.55M +$860K +6,288 +55%
HI
131
Harbour Investments
Wisconsin
$2.51M -$52.9K -387 -2%
DE
132
Diversified Enterprises
Delaware
$2.45M -$45.7K -334 -2%
JWM
133
Jupiter Wealth Management
Colorado
$2.44M
BWM
134
BNB Wealth Management
Maryland
$2.41M +$2.38M +17,438 New
LCWM
135
Legacy Capital Wealth Management
Texas
$2.4M +$2.37M +17,333 New
SAI
136
Savvy Advisors Inc
New York
$2.32M +$142K +1,040 +7%
GWM
137
Geneos Wealth Management
Colorado
$2.31M +$1.97M +14,373 +613%
NFG
138
Northbridge Financial Group
Florida
$2.3M +$2.27M +16,602 New
TCOT
139
Trust Company of Toledo
Ohio
$2.29M +$442K +3,234 +24%
MWM
140
Meridian Wealth Management
Kentucky
$2.27M -$31.6K -231 -1%
VFPW
141
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.23M -$56.5K -413 -2%
AQR Capital Management
142
AQR Capital Management
Connecticut
$2.21M +$210K +1,534 +11%
VWA
143
Visionary Wealth Advisors
Illinois
$2.2M -$29.8K -218 -1%
CAC
144
Certified Advisory Corp
Florida
$2.18M -$20.2K -148 -0.9%
IWM
145
IHT Wealth Management
Illinois
$2.16M -$204K -1,495 -9%
MS
146
Monetary Solutions
Ohio
$2.07M +$2.04M +14,934 New
VCM
147
Verde Capital Management
Michigan
$2.05M -$40.1K -293 -2%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$2.04M +$289K +2,112 +17%
AIP
149
Ameritas Investment Partners
Nebraska
$1.97M -$1.36M -9,914 -41%
JWM
150
JHP Wealth Management
Colorado
$1.9M +$1.87M +13,710 New