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Invesco S&P MidCap Value with Momentum ETF

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
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
ACM
26
Armbruster Capital Management
New York
$487K
AFP
27
Ausdal Financial Partners
Iowa
$439K
Mariner
28
Mariner
Kansas
$413K
SPC
29
Sigma Planning Corp
Michigan
$398K
AAS
30
Ameritas Advisory Services
Nebraska
$387K
CWM
31
Cornerstone Wealth Management
Missouri
$380K
WA
32
Waverly Advisors
Alabama
$373K
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$369K
EH
34
Equitable Holdings
New York
$354K
PS
35
Principal Securities
Iowa
$326K
CFP
36
Comprehensive Financial Planning
Pennsylvania
$323K
UWPG
37
Ullmann Wealth Partners Group
Florida
$294K
SEIA
38
Signature Estate & Investment Advisors
California
$293K
WMG
39
WESCAP Management Group
California
$274K
FAIM
40
Financial Advocates Investment Management
Washington
$263K
Jones Financial Companies
41
Jones Financial Companies
Missouri
$256K
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$232K
PPW
43
Parcion Private Wealth
Washington
$225K
SWM
44
Silverlake Wealth Management
Vermont
$223K
US Bancorp
45
US Bancorp
Minnesota
$155K
UBS Group
46
UBS Group
Switzerland
$114K
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
HIA
50
Harbor Investment Advisory
Maryland
$45.9K