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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
MOS
176
MGO One Seven
Ohio
$1.48M -$59.2K -433 -4%
Brown Advisory
177
Brown Advisory
Maryland
$1.47M
AA
178
Ancora Advisors
Ohio
$1.46M +$278K +2,034 +24%
VR
179
Valued Retirements
Texas
$1.41M +$58.7K +429 +4%
CFP
180
Comprehensive Financial Planning
Pennsylvania
$1.35M +$19K +139 +1%
GGI
181
GPM Growth Investors
Michigan
$1.33M -$282K -2,060 -18%
FCMA
182
Foresight Capital Management Advisors
Michigan
$1.32M -$965K -7,056 -43%
FCA
183
Fortis Capital Advisors
Kansas
$1.29M +$838K +6,128 +191%
SWM
184
SeaCrest Wealth Management
New York
$1.29M +$88.1K +644 +8%
PA
185
PFG Advisors
Arizona
$1.27M +$121K +888 +11%
WEG
186
World Equity Group
Illinois
$1.25M +$17.5K +128 +1%
AI
187
Atria Investments
North Carolina
$1.22M +$17.1K +125 +1%
GRP
188
Global Retirement Partners
California
$1.2M -$127K -926 -10%
AWA
189
Adapt Wealth Advisors
Georgia
$1.17M +$73.4K +537 +7%
TA
190
Tactive Advisors
Florida
$1.17M +$13.4K +98 +1%
CFS
191
Commonwealth Financial Services
West Virginia
$1.12M -$137 -1 -0%
Jane Street
192
Jane Street
New York
$1.1M +$1.09M +7,967 New
JWM
193
Jackson Wealth Management
Florida
$1.09M +$210K +1,538 +24%
AT
194
American Trust
Kentucky
$1.09M -$70.1K -513 -6%
JP Morgan Chase
195
JP Morgan Chase
New York
$1.06M +$149K +1,089 +17%
KWA
196
Kingswood Wealth Advisors
California
$1.05M -$81.9K -599 -7%
Envestnet Portfolio Solutions
197
Envestnet Portfolio Solutions
Illinois
$1.03M +$294K +2,152 +41%
CWMS
198
Cannon Wealth Management Services
North Carolina
$1M +$728K +5,322 +275%
CRI
199
Colonial River Investments
Virginia
$1,000K -$23.9K -175 -2%
MWM
200
Mascagni Wealth Management
Mississippi
$987K +$130K +949 +15%