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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

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

21% more capital invested

Capital invested by funds: $190M → $230M (+$39.7M)

19% more funds holding

Funds holding: 6780 (+13)

2.42% more ownership

Funds ownership: 63.83%66.24% (+2.4%)

Holders
80
Holders Change
+13
Holders Change %
+19.4%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
24
Reduced
19
Closed
6
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 +$585K +9,456 +86%
Mariner
27
Mariner
Kansas
$1.26M -$24.5K -396 -2%
BCG
28
Breakwater Capital Group
New Jersey
$1.13M -$76.4K -1,235 -7%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$1.05M +$480K +7,764 +89%
TFS
30
Thoroughbred Financial Services
Tennessee
$980K -$9.4K -152 -1%
AFP
31
Ausdal Financial Partners
Iowa
$648K +$17.4K +282 +3%
IFWM
32
Institute for Wealth Management
Colorado
$602K -$30.8K -498 -5%
ACM
33
Armbruster Capital Management
New York
$561K
WA
34
Waverly Advisors
Alabama
$532K +$8.29K +134 +2%
SPC
35
Sigma Planning Corp
Michigan
$486K +$16.4K +266 +4%
CWM
36
Cornerstone Wealth Management
Missouri
$436K -$13.5K -219 -3%
KFAS
37
Keating Financial Advisory Services
Kansas
$431K +$416K +6,724 New
Betterment LLC
38
Betterment LLC
New York
$408K +$393K +6,360 New
PSF
39
Pacific Sun Financial
California
$408K +$393K +6,353 New
PS
40
Principal Securities
Iowa
$389K -$3.34K -54 -0.9%
GSWM
41
Golden State Wealth Management
California
$380K -$149K -2,409 -29%
CFP
42
Comprehensive Financial Planning
Pennsylvania
$376K +$1.55K +25 +0.4%
Two Sigma Investments
43
Two Sigma Investments
New York
$366K +$352K +5,700 New
SEIA
44
Signature Estate & Investment Advisors
California
$344K +$4.27K +69 +1%
S4W
45
Solutions 4 Wealth
Texas
$338K +$326K +5,268 New
WMG
46
WESCAP Management Group
California
$318K -$3.9K -63 -1%
UWPG
47
Ullmann Wealth Partners Group
Florida
$317K
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$301K +$55.1K +891 +23%
SWM
49
Silverlake Wealth Management
Vermont
$257K
CW
50
CreativeOne Wealth
Kansas
$250K +$241K +3,898 New