We are live on ! Find out more
XMMO icon

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
WAP
126
Wealthcare Advisory Partners
Pennsylvania
$2.98M -$533K -3,685 -15%
SPC
127
Sigma Planning Corp
Michigan
$2.97M -$150K -1,038 -5%
GHA
128
GW Henssler & Associates
Georgia
$2.93M +$1.02M +7,050 +54%
PWA
129
PCG Wealth Advisors
Kansas
$2.92M +$23.1K +160 +0.8%
SA
130
Sovran Advisors
California
$2.91M +$74.3K +514 +3%
JWM
131
Jupiter Wealth Management
Colorado
$2.91M +$72.3K +500 +3%
TCOT
132
Trust Company of Toledo
Ohio
$2.85M +$448K +3,096 +19%
SA
133
Sonoma Allocations
California
$2.84M +$988K +6,832 +55%
MC
134
Matters Capital
Florida
$2.83M
SEP
135
Southland Equity Partners
Missouri
$2.8M -$9.55K -66 -0.3%
SWP
136
Stratos Wealth Partners
Ohio
$2.78M -$413K -2,858 -13%
ATC
137
Argent Trust Co
Tennessee
$2.76M +$1.83M +12,645 +197%
VCWM
138
Vista Cima Wealth Management
Arizona
$2.68M +$859K +5,940 +47%
JP Morgan Chase
139
JP Morgan Chase
New York
$2.66M +$1.66M +11,498 +151%
BWM
140
BNB Wealth Management
Maryland
$2.65M +$117K +806 +5%
GWM
141
Greenline Wealth Management
Florida
$2.63M -$245K -1,692 -9%
SPIA
142
Steward Partners Investment Advisory
New York
$2.61M +$793K +5,483 +44%
DE
143
Diversified Enterprises
Delaware
$2.56M -$7.81K -54 -0.3%
IWN
144
Independent Wealth Network
Iowa
$2.55M +$876K +6,060 +53%
NFG
145
Northbridge Financial Group
Florida
$2.53M -$68.7K -475 -3%
SAI
146
Savvy Advisors Inc
New York
$2.41M -$20K -138 -0.8%
RWM
147
Refined Wealth Management
Utah
$2.37M +$2.37M +16,354 New
Fidelity Investments
148
Fidelity Investments
Massachusetts
$2.37M +$231K +1,598 +11%
AI
149
Atria Investments
North Carolina
$2.36M +$1.08M +7,477 +85%
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$2.36M +$2.14M +14,774 +985%