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Invesco S&P MidCap Value with Momentum ETF
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Overview Fund Activity

63 hedge funds and large institutions have $147M invested in Invesco S&P MidCap Value with Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
30
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.12M
2
WMWM
Whitaker-Myers Wealth Managers
Ohio
+$1.04M
3
LPL Financial
LPL Financial
California
+$714K
4
Ameriprise
Ameriprise
Minnesota
+$685K
5
Raymond James Financial
Raymond James Financial
Florida
+$577K

Top Sellers

1
UWP
Uniting Wealth Partners
Kansas
-$5.74M
2
SOS
Silver Oak Securities
Tennessee
-$1.16M
3
WIA
World Investment Advisors
California
-$931K
4
AWS
Atria Wealth Solutions
New York
-$916K
5
Osaic Holdings
Osaic Holdings
Arizona
-$819K
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
26
Institute for Wealth Management
Colorado
$536K +$158 +3 +0%
Citadel Advisors
27
Citadel Advisors
Florida
$511K +$511K +9,691 New
ACM
28
Armbruster Capital Management
New York
$461K – – –
CWM
29
Cornerstone Wealth Management
Missouri
$432K +$211 +4 +0%
AFP
30
Ausdal Financial Partners
Iowa
$414K +$173K +3,277 +72%
SPC
31
Sigma Planning Corp
Michigan
$398K – – –
Mariner
32
Mariner
Kansas
$392K – – –
Jones Financial Companies
33
Jones Financial Companies
Missouri
$375K +$71.9K +1,368 +24%
EH
34
Equitable Holdings
New York
$339K -$116K -2,202 -26%
WA
35
Waverly Advisors
Alabama
$326K +$62.4K +1,184 +24%
WMG
36
WESCAP Management Group
California
$323K +$323K +6,118 New
PS
37
Principal Securities
Iowa
$305K +$11.6K +209 +4%
CFP
38
Comprehensive Financial Planning
Pennsylvania
$304K +$2.16K +41 +0.7%
GSWM
39
Golden State Wealth Management
California
$293K +$293K +5,555 New
UWPG
40
Ullmann Wealth Partners Group
Florida
$279K – – –
SEIA
41
Signature Estate & Investment Advisors
California
$266K +$11.3K +214 +4%
IA
42
IFG Advisory
Georgia
$237K +$237K +4,495 New
PPW
43
Parcion Private Wealth
Washington
$213K – – –
SWM
44
Silverlake Wealth Management
Vermont
$211K -$98.6K -1,870 -32%
US Bancorp
45
US Bancorp
Minnesota
$154K +$154K +2,925 New
TWD
46
True Wealth Design
Ohio
$87.8K – – –
NWM
47
Nova Wealth Management
Florida
$77.7K -$1.26K -24 -2%
SPIA
48
Steward Partners Investment Advisory
New York
$70.6K – – –
GWM
49
Geneos Wealth Management
Colorado
$54.6K +$48K +910 +728%
HIA
50
Harbor Investment Advisory
Maryland
$43.5K – – –
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