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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
LPL Financial
1
LPL Financial
California
$537M +$32.8M +226,829 +7%
Morgan Stanley
2
Morgan Stanley
New York
$290M +$22.1M +153,068 +8%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$198M +$16.7M +115,655 +9%
Wells Fargo
4
Wells Fargo
California
$172M +$18M +124,197 +12%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$169M +$34.4M +237,920 +26%
Raymond James Financial
6
Raymond James Financial
Florida
$163M +$41.1M +283,914 +34%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$154M +$99.6M +688,467 +184%
VIA
8
Vantagepoint Investment Advisers
District of Columbia
$137M -$20.8M -143,684 -13%
Bank of America
9
Bank of America
North Carolina
$114M +$13.4M +92,770 +13%
Ameriprise
10
Ameriprise
Minnesota
$110M -$61.2K -423 -0.1%
Osaic Holdings
11
Osaic Holdings
Arizona
$108M +$21.9M +151,439 +26%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$80.3M +$20.6M +142,235 +34%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$54.1M +$17M +117,316 +46%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$52.6M +$6.11M +42,279 +13%
Stifel Financial
15
Stifel Financial
Missouri
$51.6M -$815K -5,637 -2%
MML Investors Services
16
MML Investors Services
Massachusetts
$50.2M -$5.39M -37,286 -10%
GVAG
17
Great Valley Advisor Group
Delaware
$49.8M -$8.04M -55,601 -14%
AWM
18
Affinity Wealth Management
Delaware
$46.8M +$33.7K +233 +0.1%
UBS Group
19
UBS Group
Switzerland
$44.9M +$3.52M +24,353 +9%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$43.6M +$8.31M +57,465 +24%
HighTower Advisors
21
HighTower Advisors
Illinois
$37.4M +$921K +6,371 +3%
CCMG
22
Clark Capital Management Group
Pennsylvania
$31.5M +$31.4M +217,335 New
OA
23
Oasis Advisors
Iowa
$27.9M +$654M +4,522,725 +3,083%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$27.7M -$11.8M -81,820 -30%
ACM
25
Advance Capital Management
Michigan
$27.2M -$1.5M -10,370 -5%