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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
AA
151
Ancora Advisors
Ohio
$989K
FA
152
Faithward Advisors
Pennsylvania
$976K
BTWM
153
Brass Tax Wealth Management
Ohio
$973K
SW
154
SteelPeak Wealth
California
$949K
KIM
155
Kane Investment Management
California
$947K
GAM
156
Grandview Asset Management
Pennsylvania
$945K
VA
157
Valmark Advisers
Ohio
$942K
IWN
158
Independent Wealth Network
Iowa
$921K
OC
159
OxenFree Capital
Florida
$919K
MOS
160
MGO One Seven
Ohio
$901K
GS
161
GWN Securities
Florida
$899K
SIS
162
Sound Income Strategies
Florida
$898K
Belvedere Trading
163
Belvedere Trading
Illinois
$877K
GIA
164
Gladstone Institutional Advisory
Florida
$873K
PA
165
PFG Advisors
Arizona
$843K
CFP
166
Comprehensive Financial Planning
Pennsylvania
$838K
ACM
167
Armbruster Capital Management
New York
$792K
PG
168
Patten Group
Tennessee
$762K
CAS
169
Coppell Advisory Solutions
Texas
$757K
TA
170
TFB Advisors
Kansas
$754K
Comerica Bank
171
Comerica Bank
Texas
$751K
AWA
172
Arete Wealth Advisors
Illinois
$731K
CAG
173
Centerpoint Advisory Group
Kansas
$709K
GP
174
Guardian Partners
Canada
$708K
Baird Financial Group
175
Baird Financial Group
Wisconsin
$707K