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Invesco S&P MidCap Value with Momentum ETF

66 hedge funds and large institutions have $187M invested in Invesco S&P MidCap Value with Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$616K
IFWM
27
Institute for Wealth Management
Colorado
$609K
AFP
28
Ausdal Financial Partners
Iowa
$605K
ACM
29
Armbruster Capital Management
New York
$539K
Jones Financial Companies
30
Jones Financial Companies
Missouri
$537K
GSWM
31
Golden State Wealth Management
California
$513K
WA
32
Waverly Advisors
Alabama
$503K
EH
33
Equitable Holdings
New York
$474K
SPC
34
Sigma Planning Corp
Michigan
$441K
CWM
35
Cornerstone Wealth Management
Missouri
$432K
PS
36
Principal Securities
Iowa
$377K
CFP
37
Comprehensive Financial Planning
Pennsylvania
$359K
SEIA
38
Signature Estate & Investment Advisors
California
$326K
UWPG
39
Ullmann Wealth Partners Group
Florida
$326K
WMG
40
WESCAP Management Group
California
$309K
SWM
41
Silverlake Wealth Management
Vermont
$247K
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$234K
BEI
43
Benjamin Edwards Inc
Missouri
$216K
GWSG
44
GPS Wealth Strategies Group
Colorado
$137K
US Bancorp
45
US Bancorp
Minnesota
$125K
TWD
46
True Wealth Design
Ohio
$103K
AAS
47
Ameritas Advisory Services
Nebraska
$97.8K
SPIA
48
Steward Partners Investment Advisory
New York
$82.5K
UBS Group
49
UBS Group
Switzerland
$53.2K
HIA
50
Harbor Investment Advisory
Maryland
$50.8K