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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
FFS
151
Founders Financial Securities
Maryland
$1.86M +$156K +1,141 +9%
Qube Research & Technologies (QRT)
152
Qube Research & Technologies (QRT)
United Kingdom
$1.84M -$5.21M -38,115 -74%
GHA
153
GW Henssler & Associates
Georgia
$1.82M +$1.8M +13,148 New
AAS
154
Ameritas Advisory Services
Nebraska
$1.76M +$1.03M +7,497 +145%
SA
155
Sonoma Allocations
California
$1.75M +$56.9K +416 +3%
VCWM
156
Vista Cima Wealth Management
Arizona
$1.74M -$8.2K -60 -0.5%
SPIA
157
Steward Partners Investment Advisory
New York
$1.74M +$69K +505 +4%
JCFM
158
JBR Co Financial Management
Oklahoma
$1.73M -$462K -3,381 -21%
FFO
159
Fortitude Family Office
Arizona
$1.7M
IA
160
IFG Advisory
Georgia
$1.7M +$375K +2,746 +29%
RWA
161
Redhawk Wealth Advisors
Minnesota
$1.69M -$94.2K -689 -5%
TCM
162
Traynor Capital Management
Pennsylvania
$1.67M -$81.5K -596 -5%
CWM
163
Comprehensive Wealth Management
Washington
$1.67M +$163K +1,190 +11%
CCFM
164
Clear Creek Financial Management
Washington
$1.66M +$195K +1,424 +13%
CWMGP
165
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.64M +$799K +5,841 +97%
OC
166
Oppenheimer & Co
New York
$1.64M +$11.8K +86 +0.7%
IWN
167
Independent Wealth Network
Iowa
$1.6M +$235K +1,720 +18%
WWM
168
Western Wealth Management
Colorado
$1.59M +$55K +402 +4%
JAG
169
Journey Advisory Group
Kentucky
$1.57M +$180K +1,320 +13%
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$1.53M -$418K -3,056 -22%
DAS
171
Dynamic Advisor Solutions
Arizona
$1.51M -$140K -1,023 -9%
Mariner
172
Mariner
Kansas
$1.51M +$49.6K +363 +3%
MWS
173
MFA Wealth Services
California
$1.51M -$13.8K -101 -0.9%
CM
174
Cornerstone Management
Georgia
$1.49M -$178K -1,304 -11%
OC
175
OxenFree Capital
Florida
$1.49M +$241K +1,763 +20%