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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
CAG
201
Centerpoint Advisory Group
Kansas
$969K +$5.47K +40 +0.6%
CIBC World Market
202
CIBC World Market
Ontario, Canada
$968K +$51.3K +375 +6%
ACM
203
Armbruster Capital Management
New York
$964K
MCM
204
Mainstay Capital Management
Michigan
$941K -$164K -1,201 -15%
PG
205
Patten Group
Tennessee
$938K +$62.6K +458 +7%
FFL
206
Financial Freedom LLC
Ohio
$934K +$52.8K +386 +6%
WIA
207
World Investment Advisors
California
$917K +$15.5K +113 +2%
LTM
208
Lotus Technology Management
Florida
$910K +$898K +6,569 New
MWM
209
Maridea Wealth Management
New York
$891K -$492K -3,595 -36%
ATC
210
Argent Trust Co
Tennessee
$888K +$877K +6,417 New
WSFG
211
Wall Street Financial Group
Illinois
$870K +$56.3K +412 +7%
BPA
212
Beacon Pointe Advisors
California
$868K +$273 +2 +0%
AWM
213
Act Wealth Management
Texas
$867K +$1.37K +10 +0.2%
FFG
214
Fortune Financial Group
Florida
$845K +$773K +5,652 New
Renaissance Technologies
215
Renaissance Technologies
New York
$845K +$834K +6,100 New
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$835K -$18.9K -138 -2%
WLPWM
217
Walled Lake Planning & Wealth Management
Illinois
$832K +$957 +7 +0.1%
KFAS
218
Keating Financial Advisory Services
Kansas
$815K +$804K +5,883 New
TA
219
TFB Advisors
Kansas
$814K -$37.1K -271 -4%
Comerica Bank
220
Comerica Bank
Texas
$775K -$95.2K -696 -11%
TC
221
TAGStone Capital
North Carolina
$773K +$94.6K +692 +14%
SWM
222
Spire Wealth Management
Virginia
$761K +$22.2K +162 +3%
GAM
223
Grandview Asset Management
Pennsylvania
$753K -$120K -880 -14%
SOS
224
Silver Oak Securities
Tennessee
$747K +$323K +2,359 +79%
FIA
225
Foundations Investment Advisors
Arizona
$740K -$820 -6 -0.1%