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Invesco S&P MidCap Value with Momentum ETF
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Overview Fund Activity

66 hedge funds and large institutions have $158M invested in Invesco S&P MidCap Value with Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.33M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$3.06M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$6.72M
4
LPL Financial
4
LPL Financial
California
$24.8M
5
TFS
5
Thoroughbred Financial Services
Tennessee
$877K

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$387K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.88M
3
Bank of America
3
Bank of America
North Carolina
$14.5M
4
UBS Group
4
UBS Group
Switzerland
$114K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMIO
51
Beacon Capital Management Inc (Ohio)
Ohio
$36.8K +$36.8K +662 New
Fidelity Investments
52
Fidelity Investments
Massachusetts
$35K -$56 -1 -0.2%
OWP
53
ORG Wealth Partners
Texas
$28.3K – – –
GWM
54
Geneos Wealth Management
Colorado
$27.6K -$30K -539 -52%
GWSG
55
GPS Wealth Strategies Group
Colorado
$25.9K – – –
HI
56
Harbour Investments
Wisconsin
$24.1K -$19.1K -344 -44%
HFS
57
Hantz Financial Services
Michigan
$19K +$19K +337 New
BIG
58
Brooklyn Investment Group
New York
$18.7K +$18.7K +337 New
NA
59
NewEdge Advisors
Louisiana
$17.6K – – –
MCM
60
MAI Capital Management
Ohio
$16.5K – – –
TLA
61
Tanglewood Legacy Advisors
Texas
$16.4K – – –
RI
62
Ridgewood Investments
New Jersey
$6.68K – – –
SS
63
Sunbelt Securities
Texas
$6.57K -$56 -1 -0.8%
TWC
64
TD Waterhouse Canada
Ontario, Canada
$5.66K – – –
AF
65
Allworth Financial
California
$2.78K +$2.78K +50 New
FFA
66
Founders Financial Alliance
North Carolina
$56 – – –
Citadel Advisors
67
Citadel Advisors
Florida
– -$511K -9,691 Closed
IA
68
IFG Advisory
Georgia
– -$237K -4,495 Closed
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
– -$26K -500 Closed
PB
70
Pinnacle Bancorp
Nebraska
– -$4.06K -77 Closed
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