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Invesco S&P MidCap Momentum ETF

350 hedge funds and large institutions have $2.88B invested in Invesco S&P MidCap Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 168 increasing their positions, 84 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
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
$257K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
176
CIBC World Market
Ontario, Canada
$895K
JP Morgan Chase
177
JP Morgan Chase
New York
$885K
WIA
178
World Investment Advisors
California
$880K
JWM
179
Jackson Wealth Management
Florida
$861K
FFL
180
Financial Freedom LLC
Ohio
$860K
GAM
181
Grandview Asset Management
Pennsylvania
$854K
PG
182
Patten Group
Tennessee
$854K
Comerica Bank
183
Comerica Bank
Texas
$851K
BPA
184
Beacon Pointe Advisors
California
$847K
AWM
185
Act Wealth Management
Texas
$846K
MWM
186
Mascagni Wealth Management
Mississippi
$836K
TA
187
TFB Advisors
Kansas
$834K
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$834K
WLPWM
189
Walled Lake Planning & Wealth Management
Illinois
$812K
CWMGP
190
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$812K
FIS
191
Fischer Investment Strategies
California
$803K
WSFG
192
Wall Street Financial Group
Illinois
$793K
FA
193
Faithward Advisors
Pennsylvania
$789K
GIA
194
Gladstone Institutional Advisory
Florida
$725K
FIA
195
Foundations Investment Advisors
Arizona
$724K
SWM
196
Spire Wealth Management
Virginia
$721K
Envestnet Portfolio Solutions
197
Envestnet Portfolio Solutions
Illinois
$715K
NF
198
Nikulski Financial
Iowa
$703K
AAS
199
Ameritas Advisory Services
Nebraska
$701K
FAIM
200
Financial Advocates Investment Management
Washington
$688K