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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
RA
51
RFG Advisory
Alabama
$233K +$224K +3,628 New
MWM
52
MOR Wealth Management
Pennsylvania
$225K +$217K +3,513 New
BEI
53
Benjamin Edwards Inc
Missouri
$225K
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$202K +$195K +3,147 New
KAS
55
Kestra Advisory Services
Texas
$134K +$129K +2,083 New
US Bancorp
56
US Bancorp
Minnesota
$130K -$433 -7 -0.3%
TWD
57
True Wealth Design
Ohio
$107K
SWM
58
SHP Wealth Management
Massachusetts
$103K +$99.4K +1,608 New
SPIA
59
Steward Partners Investment Advisory
New York
$85.9K
IAIM
60
International Assets Investment Management
Florida
$76.4K +$73.7K +1,191 New
GWM
61
Geneos Wealth Management
Colorado
$71K +$37.7K +610 +123%
HIA
62
Harbor Investment Advisory
Maryland
$52.9K
PTC
63
Private Trust Company
Ohio
$44.5K +$13.6K +220 +46%
IA
64
IFP Advisors
Florida
$43.1K +$41.5K +671 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$40.7K +$371 +6 +1%
OWP
66
ORG Wealth Partners
Texas
$32K
HI
67
Harbour Investments
Wisconsin
$27.8K
BCMIO
68
Beacon Capital Management Inc (Ohio)
Ohio
$24.4K -$186 -3 -0.8%
HFS
69
Hantz Financial Services
Michigan
$22K
NA
70
NewEdge Advisors
Louisiana
$20.3K
NWM
71
Nova Wealth Management
Florida
$19.6K
MCM
72
MAI Capital Management
Ohio
$19K
TLA
73
Tanglewood Legacy Advisors
Texas
$18.9K
SS
74
Sunbelt Securities
Texas
$6.48K
SIS
75
Sound Income Strategies
Florida
$5.69K +$5.32K +86 New