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Invesco S&P MidCap Value with Momentum ETF

67 hedge funds and large institutions have $160M invested in Invesco S&P MidCap Value with Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
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 -$2.05M
2 -$1.21M
3 -$790K
4
UBS Group
UBS Group
Switzerland
-$709K
5
Citadel Advisors
Citadel Advisors
Florida
-$511K
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
26
Golden State Wealth Management
California
$506K
ACM
27
Armbruster Capital Management
New York
$487K
AFP
28
Ausdal Financial Partners
Iowa
$439K
Mariner
29
Mariner
Kansas
$413K
SPC
30
Sigma Planning Corp
Michigan
$398K
AAS
31
Ameritas Advisory Services
Nebraska
$387K
CWM
32
Cornerstone Wealth Management
Missouri
$380K
WA
33
Waverly Advisors
Alabama
$373K
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$369K
EH
35
Equitable Holdings
New York
$354K
PS
36
Principal Securities
Iowa
$326K
CFP
37
Comprehensive Financial Planning
Pennsylvania
$323K
UWPG
38
Ullmann Wealth Partners Group
Florida
$294K
SEIA
39
Signature Estate & Investment Advisors
California
$293K
WMG
40
WESCAP Management Group
California
$274K
FAIM
41
Financial Advocates Investment Management
Washington
$263K
Jones Financial Companies
42
Jones Financial Companies
Missouri
$256K
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$232K
PPW
44
Parcion Private Wealth
Washington
$225K
SWM
45
Silverlake Wealth Management
Vermont
$223K
US Bancorp
46
US Bancorp
Minnesota
$155K
UBS Group
47
UBS Group
Switzerland
$114K
TWD
48
True Wealth Design
Ohio
$92.6K
SPIA
49
Steward Partners Investment Advisory
New York
$74.5K
NWM
50
Nova Wealth Management
Florida
$68K