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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
Holders
80
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
RA
51
RFG Advisory
Alabama
$233K
MWM
52
MOR Wealth Management
Pennsylvania
$225K
BEI
53
Benjamin Edwards Inc
Missouri
$225K
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$202K
KAS
55
Kestra Advisory Services
Texas
$134K
US Bancorp
56
US Bancorp
Minnesota
$130K
TWD
57
True Wealth Design
Ohio
$107K
SWM
58
SHP Wealth Management
Massachusetts
$103K
SPIA
59
Steward Partners Investment Advisory
New York
$85.9K
IAIM
60
International Assets Investment Management
Florida
$76.4K
GWM
61
Geneos Wealth Management
Colorado
$71K
HIA
62
Harbor Investment Advisory
Maryland
$52.9K
PTC
63
Private Trust Company
Ohio
$44.5K
IA
64
IFP Advisors
Florida
$43.1K
Fidelity Investments
65
Fidelity Investments
Massachusetts
$40.7K
OWP
66
ORG Wealth Partners
Texas
$32K
HI
67
Harbour Investments
Wisconsin
$27.8K
BCMIO
68
Beacon Capital Management Inc (Ohio)
Ohio
$24.4K
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