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Invesco S&P MidCap Value with Momentum ETF

63 hedge funds and large institutions have $147M invested in Invesco S&P MidCap Value with Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
30
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HI
51
Harbour Investments
Wisconsin
$41K -$3.96K -75 -9%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$33.2K +$53 +1 +0.2%
OWP
53
ORG Wealth Partners
Texas
$26.5K +$26.5K +498 New
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$26K
GWSG
55
GPS Wealth Strategies Group
Colorado
$24.5K +$19.3K +365 +365%
NA
56
NewEdge Advisors
Louisiana
$16.7K
MCM
57
MAI Capital Management
Ohio
$15.6K
TLA
58
Tanglewood Legacy Advisors
Texas
$15.6K
RI
59
Ridgewood Investments
New Jersey
$6.33K
SS
60
Sunbelt Securities
Texas
$6.26K +$53 +1 +0.8%
TWC
61
TD Waterhouse Canada
Ontario, Canada
$5.3K +$5.3K +100 New
PB
62
Pinnacle Bancorp
Nebraska
$4.06K
FFA
63
Founders Financial Alliance
North Carolina
$53
UWP
64
Uniting Wealth Partners
Kansas
-$5.74M -103,572 Closed
SOS
65
Silver Oak Securities
Tennessee
-$1.16M -21,050 Closed
WIA
66
World Investment Advisors
California
-$931K -16,791 Closed
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
-$728K -13,145 Closed
IWC
68
Integrated Wealth Concepts
Massachusetts
-$562K -10,142 Closed
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
-$374K -6,756 Closed
OP
70
ORG Partners
Indiana
-$27.7K -499 Closed
AWM
71
AE Wealth Management
Kansas
-$3.21K -58 Closed
CA
72
CoreCap Advisors
Michigan
-$720 -13 Closed