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Invesco S&P MidCap Momentum ETF

350 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 58 funds opening new positions, 132 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.21M
Puts
$1.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
201
Capital Advisory Group Advisory Services
Minnesota
$566K
LSA
202
Lion Street Advisors
Texas
$549K
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$542K
Envestnet Portfolio Solutions
204
Envestnet Portfolio Solutions
Illinois
$514K
ASN
205
Advisory Services Network
Georgia
$510K
MPIA
206
Milestones Private Investment Advisors
New York
$507K
WANY
207
Wealthspire Advisors (New York)
New York
$504K
PHWM
208
Pine Harbor Wealth Management
Maryland
$496K
FWM
209
FLP Wealth Management
Arkansas
$492K
MWM
210
MY Wealth Management
Maryland
$481K
FCA
211
Fortis Capital Advisors
Kansas
$460K
NWM
212
Nova Wealth Management
Florida
$456K
Citadel Advisors
213
Citadel Advisors
Florida
$454K
SOS
214
Silver Oak Securities
Tennessee
$453K
BCM
215
Brookstone Capital Management
Illinois
$452K
AFS
216
AFG Fiduciary Services
Massachusetts
$452K
HP
217
Holistic Planning
Texas
$450K
WA
218
Whipplewood Advisors
Colorado
$449K
FS
219
Ferguson Shapiro
Georgia
$444K
AFA
220
American Financial Advisors
Georgia
$444K
P
221
&Partners
Tennessee
$438K
IAIM
222
International Assets Investment Management
Florida
$421K
ARC
223
Advisor Resource Council
Texas
$418K
FA
224
Fermata Advisors
California
$413K
PPW
225
Parcion Private Wealth
Washington
$413K