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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

348 hedge funds and large institutions have $2.41B invested in Invesco S&P MidCap Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 132 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+18
Holders Change %
+5.45%
% of All Funds
4.67%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
57
Increased
132
Reduced
114
Closed
33
Calls
$2.21M
Puts
$1.3M
Net Calls
+$913K
Net Calls Change
+$1.78M

Top Buyers

1
MCM
1
Mainstay Capital Management
Michigan
$71.8M
2
LPL Financial
2
LPL Financial
California
$361M
3
GF
3
Gimbal Financial
Indiana
$15.7M
4
DCM
4
Davidson Capital Management
Texas
$50.1M
5
PAG
5
Private Advisor Group
New Jersey
$29.7M

Top Sellers

1
PS
1
Principal Securities
Iowa
$4.45M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.6M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$91M
4
SL
4
Systelligence LLC
Minnesota
$0
5
ECA
5
Elevation Capital Advisory
Oregon
$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
201
Capital Advisory Group Advisory Services
Minnesota
$566K -$636K -4,946 -53%
LSA
202
Lion Street Advisors
Texas
$549K -$239K -1,856 -30%
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$542K +$26.1K +203 +5%
Envestnet Portfolio Solutions
204
Envestnet Portfolio Solutions
Illinois
$514K -$182K -1,414 -26%
ASN
205
Advisory Services Network
Georgia
$510K -$43.8K -336 -8%
WANY
206
Wealthspire Advisors (New York)
New York
$504K -$7.72K -60 -2%
PHWM
207
Pine Harbor Wealth Management
Maryland
$496K – – –
MWM
208
MY Wealth Management
Maryland
$481K -$43K -334 -8%
FCA
209
Fortis Capital Advisors
Kansas
$460K -$2.3M -17,894 -83%
NWM
210
Nova Wealth Management
Florida
$456K +$47K +365 +11%
Citadel Advisors
211
Citadel Advisors
Florida
$454K -$3.01M -23,434 -87%
SOS
212
Silver Oak Securities
Tennessee
$453K -$3.99K -31 -0.9%
BCM
213
Brookstone Capital Management
Illinois
$452K +$107K +834 +31%
AFS
214
AFG Fiduciary Services
Massachusetts
$452K – – –
HP
215
Holistic Planning
Texas
$450K – – –
WA
216
Whipplewood Advisors
Colorado
$449K -$4.3M -33,402 -91%
FS
217
Ferguson Shapiro
Georgia
$444K -$107K -829 -19%
AFA
218
American Financial Advisors
Georgia
$444K -$51.5K -400 -10%
P
219
&Partners
Tennessee
$438K -$69.7K -542 -14%
IAIM
220
International Assets Investment Management
Florida
$421K -$18.1K -141 -4%
ARC
221
Advisor Resource Council
Texas
$418K +$418K +3,247 New
FA
222
Fermata Advisors
California
$413K -$1.23M -9,531 -75%
PPW
223
Parcion Private Wealth
Washington
$413K +$48.9K +380 +13%
MF
224
Meridian Financial
Massachusetts
$405K – – –
IA
225
IFG Advisory
Georgia
$404K +$166K +1,287 +69%
7 8
9
10 11