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

66 hedge funds and large institutions have $158M 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
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.33M
2
MML Investors Services
MML Investors Services
Massachusetts
$3.06M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$6.72M
4
LPL Financial
LPL Financial
California
$24.8M
5
TFS
Thoroughbred Financial Services
Tennessee
$877K

Top Sellers

1
AAS
Ameritas Advisory Services
Nebraska
$387K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.88M
3
Bank of America
Bank of America
North Carolina
$14.5M
4
UBS Group
UBS Group
Switzerland
$114K
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
26
Armbruster Capital Management
New York
$487K – – –
AFP
27
Ausdal Financial Partners
Iowa
$439K +$2.5K +45 +0.6%
Mariner
28
Mariner
Kansas
$413K – – –
SPC
29
Sigma Planning Corp
Michigan
$398K -$22.2K -400 -5%
AAS
30
Ameritas Advisory Services
Nebraska
$387K -$2.05M -36,888 -84%
CWM
31
Cornerstone Wealth Management
Missouri
$380K -$75.5K -1,358 -17%
WA
32
Waverly Advisors
Alabama
$373K +$28.4K +510 +8%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$369K +$369K +6,642 New
EH
34
Equitable Holdings
New York
$354K -$3.12K -56 -0.9%
PS
35
Principal Securities
Iowa
$326K +$19.6K +352 +6%
CFP
36
Comprehensive Financial Planning
Pennsylvania
$323K +$2K +36 +0.6%
UWPG
37
Ullmann Wealth Partners Group
Florida
$294K – – –
SEIA
38
Signature Estate & Investment Advisors
California
$293K +$12.1K +217 +4%
WMG
39
WESCAP Management Group
California
$274K -$66K -1,187 -19%
FAIM
40
Financial Advocates Investment Management
Washington
$263K -$323K -5,801 -55%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$256K -$140K -2,516 -35%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$232K +$232K +4,177 New
PPW
43
Parcion Private Wealth
Washington
$225K – – –
SWM
44
Silverlake Wealth Management
Vermont
$223K – – –
US Bancorp
45
US Bancorp
Minnesota
$155K -$8.07K -145 -5%
UBS Group
46
UBS Group
Switzerland
$114K -$709K -12,740 -86%
TWD
47
True Wealth Design
Ohio
$92.6K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$74.5K – – –
NWM
49
Nova Wealth Management
Florida
$68K -$14K -252 -17%
HIA
50
Harbor Investment Advisory
Maryland
$45.9K – – –
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