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Invesco S&P MidCap Momentum ETF

428 hedge funds and large institutions have $3.81B invested in Invesco S&P MidCap Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 196 increasing their positions, 126 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 30

56% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 126

13% more capital invested

Capital invested by funds: $3.36B → $3.81B (+$448M)

10.83% more ownership

Funds ownership: 66.18%77% (+11%)

5% more funds holding

Funds holding: 406428 (+22)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

Holders
428
Holders Change
+22
Holders Change %
+5.42%
% of All Funds
5.27%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
59
Increased
196
Reduced
126
Closed
30
Calls
$986K
Puts
Net Calls
+$986K
Net Calls Change
+$571K
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
201
Commonwealth Financial Services
West Virginia
$1.18M
JWM
202
Jackson Wealth Management
Florida
$1.17M +$24.7K +171 +2%
SAM
203
Secure Asset Management
Michigan
$1.15M -$9.36M -64,706 -89%
CWMS
204
Cannon Wealth Management Services
North Carolina
$1.15M +$94.6K +654 +9%
OC
205
Oppenheimer & Co
New York
$1.15M -$569K -3,935 -33%
FFL
206
Financial Freedom LLC
Ohio
$1.11M +$135K +930 +14%
KWA
207
Kingswood Wealth Advisors
California
$1.11M +$8.24K +57 +0.8%
MWM
208
Mascagni Wealth Management
Mississippi
$1.08M +$42.7K +295 +4%
CIBC World Market
209
CIBC World Market
Ontario, Canada
$1.05M +$38.2K +264 +4%
FIA
210
Foundations Investment Advisors
Arizona
$1.04M +$265K +1,832 +34%
CRI
211
Colonial River Investments
Virginia
$1.03M -$18.1K -125 -2%
CAG
212
Centerpoint Advisory Group
Kansas
$1.02M +$5.06K +35 +0.5%
ACM
213
Armbruster Capital Management
New York
$1.01M
PG
214
Patten Group
Tennessee
$1.01M +$25.5K +176 +3%
NAG
215
Northstar Advisory Group
New Jersey
$1.01M +$1M +6,942 New
BPA
216
Beacon Pointe Advisors
California
$990K +$80.4K +556 +9%
KFAS
217
Keating Financial Advisory Services
Kansas
$987K +$134K +924 +16%
FTUS
218
Flow Traders U.S.
New York
$987K +$984K +6,803 New
P
219
&Partners
Tennessee
$976K +$467K +3,229 +92%
WSFG
220
Wall Street Financial Group
Illinois
$968K +$57.7K +399 +6%
MCM
221
Mainstay Capital Management
Michigan
$964K -$20.7K -143 -2%
JAG
222
Journey Advisory Group
Kentucky
$937K -$705K -4,872 -43%
UBS AM
223
UBS AM
Illinois
$936K +$921K +6,371 +7,964%
FFG
224
Fortune Financial Group
Florida
$931K +$111K +769 +14%
SWM
225
Steelhead Wealth Management
Virginia
$923K +$921K +6,369 New