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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
RIA
201
Regal Investment Advisors
Michigan
$665K
TC
202
TAGStone Capital
North Carolina
$661K
Baird Financial Group
203
Baird Financial Group
Wisconsin
$656K
SG
204
StoneX Group
New York
$639K
SWM
205
Sculati Wealth Management
Michigan
$629K
CAGAS
206
Capital Advisory Group Advisory Services
Minnesota
$595K
AF
207
Apexium Financial
Texas
$564K
SFS
208
Sowell Financial Services
Arkansas
$552K
ASN
209
Advisory Services Network
Georgia
$541K
Creative Planning
210
Creative Planning
Kansas
$540K
SS
211
Sunbelt Securities
Texas
$534K
MPIA
212
Milestones Private Investment Advisors
New York
$533K
WANY
213
Wealthspire Advisors (New York)
New York
$530K
PHWM
214
Pine Harbor Wealth Management
Maryland
$521K
BCM
215
Brookstone Capital Management
Illinois
$518K
Mercer Global Advisors
216
Mercer Global Advisors
Colorado
$512K
PPW
217
Parcion Private Wealth
Washington
$507K
MWM
218
MY Wealth Management
Maryland
$505K
DIA
219
Dana Investment Advisors
Wisconsin
$502K
EGA
220
E&G Advisors
Texas
$496K
SFC
221
Swisher Financial Concepts
Ohio
$481K
AFS
222
AFG Fiduciary Services
Massachusetts
$475K
WA
223
Whipplewood Advisors
Colorado
$474K
MF
224
Meridian Financial
Massachusetts
$473K
CA
225
Continuum Advisory
Idaho
$468K