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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
US Bancorp
151
US Bancorp
Minnesota
$2.32M +$1.56M +10,819 +208%
Goldman Sachs
152
Goldman Sachs
New York
$2.3M +$2.3M +15,882 New
AQR Capital Management
153
AQR Capital Management
Connecticut
$2.3M -$23K -159 -1%
MS
154
Monetary Solutions
Ohio
$2.28M +$116K +803 +5%
IWM
155
IHT Wealth Management
Illinois
$2.24M -$23.1K -160 -1%
FFS
156
Founders Financial Securities
Maryland
$2.24M +$155K +1,075 +8%
SPW
157
Stillwater Private Wealth
Pennsylvania
$2.22M +$2.21M +15,290 New
CAC
158
Certified Advisory Corp
Florida
$2.2M -$85.9K -594 -4%
SF
159
Summit Financial
New Jersey
$2.18M +$1.94M +13,400 +828%
VCM
160
Verde Capital Management
Michigan
$2.13M -$19.1K -132 -0.9%
JWM
161
JHP Wealth Management
Colorado
$2.06M +$73.9K +511 +4%
TRCT
162
Tower Research Capital (TRC)
New York
$2.01M +$1.7M +11,750 +565%
AAS
163
Ameritas Advisory Services
Nebraska
$1.95M +$106K +736 +6%
SWM
164
SigFig Wealth Management
California
$1.92M +$1.91M +13,207 New
KPWS
165
Kestra Private Wealth Services
Texas
$1.9M +$1.66M +11,462 +694%
Mariner
166
Mariner
Kansas
$1.9M +$313K +2,165 +20%
CWMGP
167
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.85M +$135K +936 +8%
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$1.84M +$963K +6,659 +110%
CWM
169
Comprehensive Wealth Management
Washington
$1.8M +$50.2K +347 +3%
FFO
170
Fortitude Family Office
Arizona
$1.78M
RWA
171
Redhawk Wealth Advisors
Minnesota
$1.74M -$21K -145 -1%
JCFM
172
JBR Co Financial Management
Oklahoma
$1.73M
SAM
173
Synergy Asset Management
Washington
$1.7M +$1.7M +11,729 New
MCC
174
Money Concepts Capital
Florida
$1.67M -$68M -470,170 -98%
WWM
175
Western Wealth Management
Colorado
$1.66M -$6.08K -42 -0.4%