XMVM icon

Invesco S&P MidCap Value with Momentum ETF

80 hedge funds and large institutions have $230M invested in Invesco S&P MidCap Value with Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
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
RBFC
26
Roman Butler Fullerton & Co
Missouri
$1.36M
Mariner
27
Mariner
Kansas
$1.26M
BCG
28
Breakwater Capital Group
New Jersey
$1.13M
Jones Financial Companies
29
Jones Financial Companies
Missouri
$1.05M
TFS
30
Thoroughbred Financial Services
Tennessee
$980K
AFP
31
Ausdal Financial Partners
Iowa
$648K
IFWM
32
Institute for Wealth Management
Colorado
$602K
ACM
33
Armbruster Capital Management
New York
$561K
WA
34
Waverly Advisors
Alabama
$532K
SPC
35
Sigma Planning Corp
Michigan
$486K
CWM
36
Cornerstone Wealth Management
Missouri
$436K
KFAS
37
Keating Financial Advisory Services
Kansas
$431K
Betterment LLC
38
Betterment LLC
New York
$408K
PSF
39
Pacific Sun Financial
California
$408K
PS
40
Principal Securities
Iowa
$389K
GSWM
41
Golden State Wealth Management
California
$380K
CFP
42
Comprehensive Financial Planning
Pennsylvania
$376K
Two Sigma Investments
43
Two Sigma Investments
New York
$366K
SEIA
44
Signature Estate & Investment Advisors
California
$344K
S4W
45
Solutions 4 Wealth
Texas
$338K
WMG
46
WESCAP Management Group
California
$318K
UWPG
47
Ullmann Wealth Partners Group
Florida
$317K
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$301K
SWM
49
Silverlake Wealth Management
Vermont
$257K
CW
50
CreativeOne Wealth
Kansas
$250K