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Invesco S&P MidCap Value with Momentum ETF

78 hedge funds and large institutions have $224M invested in Invesco S&P MidCap Value with Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
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
BCG
26
Breakwater Capital Group
New Jersey
$1.13M
Jones Financial Companies
27
Jones Financial Companies
Missouri
$1.05M
TFS
28
Thoroughbred Financial Services
Tennessee
$980K
AFP
29
Ausdal Financial Partners
Iowa
$648K
IFWM
30
Institute for Wealth Management
Colorado
$602K
ACM
31
Armbruster Capital Management
New York
$561K
WA
32
Waverly Advisors
Alabama
$532K
SPC
33
Sigma Planning Corp
Michigan
$486K
CWM
34
Cornerstone Wealth Management
Missouri
$436K
KFAS
35
Keating Financial Advisory Services
Kansas
$431K
Betterment LLC
36
Betterment LLC
New York
$408K
PSF
37
Pacific Sun Financial
California
$408K
PS
38
Principal Securities
Iowa
$389K
GSWM
39
Golden State Wealth Management
California
$380K
CFP
40
Comprehensive Financial Planning
Pennsylvania
$376K
Two Sigma Investments
41
Two Sigma Investments
New York
$366K
SEIA
42
Signature Estate & Investment Advisors
California
$344K
S4W
43
Solutions 4 Wealth
Texas
$338K
WMG
44
WESCAP Management Group
California
$318K
UWPG
45
Ullmann Wealth Partners Group
Florida
$317K
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$301K
SWM
47
Silverlake Wealth Management
Vermont
$257K
CW
48
CreativeOne Wealth
Kansas
$250K
RA
49
RFG Advisory
Alabama
$233K
MWM
50
MOR Wealth Management
Pennsylvania
$225K