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Invesco S&P MidCap Value with Momentum ETF

64 hedge funds and large institutions have $148M 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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
64
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

Top Sellers

1 -$5.74M
2 -$1.16M
3 -$931K
4
AWS
Atria Wealth Solutions
New York
-$916K
5
Osaic Holdings
Osaic Holdings
Arizona
-$819K
Name Holding Trade Value Shares
Change
Change in
Stake
26
$556K
27
$536K
28
$511K
29
$461K
30
$432K
31
$414K
32
$398K
33
$392K
34
$375K
35
$339K
36
$326K
37
$323K
38
$305K
39
$304K
40
$293K
41
$279K
42
$266K
43
$237K
44
$213K
45
$211K
46
$154K
47
$87.8K
48
$77.7K
49
$70.6K
50
$54.6K