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Invesco S&P MidCap Momentum ETF

330 hedge funds and large institutions have $2.08B invested in Invesco S&P MidCap Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 153 increasing their positions, 96 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

35% less capital invested

Capital invested by funds: $3.21B → $2.08B (-$1.13B)

43% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 70

75% less call options, than puts

Call options by funds: $284K | Put options by funds: $1.15M

Holders
330
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
$284K
Puts
$1.15M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
201
Longview Financial Advisors
Alabama
$453K
WANY
202
Wealthspire Advisors (New York)
New York
$453K
P
203
&Partners
Tennessee
$446K
PHWM
204
Pine Harbor Wealth Management
Maryland
$438K
AFA
205
American Financial Advisors
Georgia
$438K
PTC
206
Private Trust Company
Ohio
$429K
Fisher Asset Management
207
Fisher Asset Management
Washington
$402K
SOS
208
Silver Oak Securities
Tennessee
$402K
HP
209
Holistic Planning
Texas
$398K
AFS
210
AFG Fiduciary Services
Massachusetts
$390K
IAIM
211
International Assets Investment Management
Florida
$389K
HF
212
HRT Financial
New York
$388K
WA
213
Whipplewood Advisors
Colorado
$387K
TGAM
214
TBH Global Asset Management
Tennessee
$386K
NWM
215
Nova Wealth Management
Florida
$362K
BCG
216
Breakwater Capital Group
New Jersey
$361K
MF
217
Meridian Financial
Massachusetts
$358K
Creative Planning
218
Creative Planning
Kansas
$358K
SS
219
Sunbelt Securities
Texas
$356K
SIM
220
Seaview Investment Managers
Florida
$352K
HWM
221
HRC Wealth Management
Idaho
$348K
William Blair & Company
222
William Blair & Company
Illinois
$335K
BIG
223
Brookwood Investment Group
Arizona
$332K
CA
224
Continuum Advisory
Idaho
$328K
4WM
225
49 Wealth Management
Texas
$326K