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Invesco S&P MidCap Value with Momentum ETF

78 hedge funds and large institutions have $224M invested in Invesco S&P MidCap Value with Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
51
Benjamin Edwards Inc
Missouri
$225K
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$202K
KAS
53
Kestra Advisory Services
Texas
$134K
US Bancorp
54
US Bancorp
Minnesota
$130K
TWD
55
True Wealth Design
Ohio
$107K
SPIA
56
Steward Partners Investment Advisory
New York
$85.9K
IAIM
57
International Assets Investment Management
Florida
$76.4K
GWM
58
Geneos Wealth Management
Colorado
$71K
SVWA
59
Sarver Vrooman Wealth Advisors
Missouri
$62.9K
HIA
60
Harbor Investment Advisory
Maryland
$52.9K
PTC
61
Private Trust Company
Ohio
$44.5K
IA
62
IFP Advisors
Florida
$43.1K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$40.7K
OWP
64
ORG Wealth Partners
Texas
$32K
HI
65
Harbour Investments
Wisconsin
$27.8K
BCMIO
66
Beacon Capital Management Inc (Ohio)
Ohio
$24.4K
HFS
67
Hantz Financial Services
Michigan
$22K
NA
68
NewEdge Advisors
Louisiana
$20.3K
NWM
69
Nova Wealth Management
Florida
$19.6K
MCM
70
MAI Capital Management
Ohio
$19K
TLA
71
Tanglewood Legacy Advisors
Texas
$18.9K
SS
72
Sunbelt Securities
Texas
$6.48K
SIS
73
Sound Income Strategies
Florida
$5.69K
FHA
74
Flagship Harbor Advisors
Massachusetts
$4.18K
TSMHT
75
Thurston Springer Miller Herd & Titak
Indiana
$4.17K