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Invesco S&P MidCap Value with Momentum ETF

64 hedge funds and large institutions have $186M 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
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
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
26
Institute for Wealth Management
Colorado
$609K
AFP
27
Ausdal Financial Partners
Iowa
$605K
ACM
28
Armbruster Capital Management
New York
$539K
Jones Financial Companies
29
Jones Financial Companies
Missouri
$537K
GSWM
30
Golden State Wealth Management
California
$513K
WA
31
Waverly Advisors
Alabama
$503K
EH
32
Equitable Holdings
New York
$474K
SPC
33
Sigma Planning Corp
Michigan
$441K
CWM
34
Cornerstone Wealth Management
Missouri
$432K
PS
35
Principal Securities
Iowa
$377K
CFP
36
Comprehensive Financial Planning
Pennsylvania
$359K
SEIA
37
Signature Estate & Investment Advisors
California
$326K
UWPG
38
Ullmann Wealth Partners Group
Florida
$326K
WMG
39
WESCAP Management Group
California
$309K
SWM
40
Silverlake Wealth Management
Vermont
$247K
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$234K
BEI
42
Benjamin Edwards Inc
Missouri
$216K
GWSG
43
GPS Wealth Strategies Group
Colorado
$137K
US Bancorp
44
US Bancorp
Minnesota
$125K
TWD
45
True Wealth Design
Ohio
$103K
AAS
46
Ameritas Advisory Services
Nebraska
$97.8K
SPIA
47
Steward Partners Investment Advisory
New York
$82.5K
UBS Group
48
UBS Group
Switzerland
$53.2K
HIA
49
Harbor Investment Advisory
Maryland
$50.8K
Fidelity Investments
50
Fidelity Investments
Massachusetts
$38.7K