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Invesco S&P MidCap Value with Momentum ETF

95 hedge funds and large institutions have $280M invested in Invesco S&P MidCap Value with Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

207% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 14

22% more capital invested

Capital invested by funds: $230M → $280M (+$49.8M)

19% more funds holding

Funds holding: 8095 (+15)

0.59% more ownership

Funds ownership: 66.24%66.83% (+0.59%)

Holders
95
Holders Change
+15
Holders Change %
+18.75%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
43
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
26
Roman Butler Fullerton & Co
Missouri
$1.67M +$291K +4,379 +21%
WMG
27
WESCAP Management Group
California
$1.61M +$1.32M +19,843 +400%
SA
28
Sanctuary Advisors
Indiana
$1.54M
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.52M -$3.01M -45,262 -66%
Mariner
30
Mariner
Kansas
$1.27M -$4.85K -73 -0.4%
BCG
31
Breakwater Capital Group
New Jersey
$1.17M +$24K +361 +2%
AFP
32
Ausdal Financial Partners
Iowa
$1.11M +$463K +6,960 +69%
TFS
33
Thoroughbred Financial Services
Tennessee
$934K -$61.5K -925 -6%
S4W
34
Solutions 4 Wealth
Texas
$922K +$591K +8,891 +169%
SA
35
Sovran Advisors
California
$882K +$842K +12,660 New
MML Investors Services
36
MML Investors Services
Massachusetts
$864K -$3.42M -51,454 -79%
Betterment LLC
37
Betterment LLC
New York
$687K +$279K +4,194 +66%
LA
38
LexAurum Advisors
Kansas
$624K +$637K +9,584 New
NWMG
39
National Wealth Management Group
Ohio
$620K +$633K +9,516 New
GC
40
Guidance Capital
Kentucky
$618K -$2M -30,155 -77%
IFWM
41
Institute for Wealth Management
Colorado
$611K +$199 +3 +0%
JMA
42
J.M. Arbour
Maine
$571K +$583K +8,776 New
ACM
43
Armbruster Capital Management
New York
$570K
WA
44
Waverly Advisors
Alabama
$544K +$4.05K +61 +0.7%
Stifel Financial
45
Stifel Financial
Missouri
$538K +$549K +8,264 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$522K +$324K +4,871 +155%
Citadel Advisors
47
Citadel Advisors
Florida
$513K +$523K +7,873 New
CWM
48
Cornerstone Wealth Management
Missouri
$457K +$14.8K +223 +3%
KCFA
49
Key Client Fiduciary Advisors
New Jersey
$440K +$449K +6,760 New
SPC
50
Sigma Planning Corp
Michigan
$435K -$49.6K -746 -10%