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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
EFG
176
Ethos Financial Group
Pennsylvania
$1.65M -$6.25M -43,223 -79%
TCM
177
Traynor Capital Management
Pennsylvania
$1.62M -$59.9K -414 -3%
LIM
178
Leavell Investment Management
Alabama
$1.6M +$1.09M +7,540 +218%
SWM
179
SeaCrest Wealth Management
New York
$1.59M +$273K +1,889 +21%
CM
180
Cornerstone Management
Georgia
$1.57M +$289 +2 +0%
Brown Advisory
181
Brown Advisory
Maryland
$1.54M
CFP
182
Comprehensive Financial Planning
Pennsylvania
$1.53M +$121K +838 +9%
DAS
183
Dynamic Advisor Solutions
Arizona
$1.53M -$56.8K -393 -4%
HI
184
Harbour Investments
Wisconsin
$1.52M -$1.11M -7,671 -42%
AA
185
Ancora Advisors
Ohio
$1.51M -$17.5K -121 -1%
OC
186
OxenFree Capital
Florida
$1.51M -$159K -1,102 -10%
PA
187
PFG Advisors
Arizona
$1.5M +$177K +1,221 +13%
UW
188
Unique Wealth
Florida
$1.48M +$1.19M +8,212 +406%
GGI
189
GPM Growth Investors
Michigan
$1.41M +$15.5K +107 +1%
MOS
190
MGO One Seven
Ohio
$1.38M -$178K -1,228 -11%
TPCW
191
TD Private Client Wealth
New York
$1.37M +$1.36M +9,436 New
FCA
192
Fortis Capital Advisors
Kansas
$1.34M -$15.5K -107 -1%
MWS
193
MFA Wealth Services
California
$1.33M -$250K -1,728 -16%
WEG
194
World Equity Group
Illinois
$1.29M -$17.6K -122 -1%
VWA
195
Visionary Wealth Advisors
Illinois
$1.28M -$1.02M -7,019 -44%
FCMA
196
Foresight Capital Management Advisors
Michigan
$1.26M -$115K -792 -8%
VR
197
Valued Retirements
Texas
$1.25M -$220K -1,524 -15%
AT
198
American Trust
Kentucky
$1.23M +$90.3K +624 +8%
AWA
199
Adapt Wealth Advisors
Georgia
$1.23M -$3.76K -26 -0.3%
TA
200
Tactive Advisors
Florida
$1.22M -$8.68K -60 -0.7%