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Invesco S&P MidCap Value with Momentum ETF

95 hedge funds and large institutions have $280M invested in Invesco S&P MidCap Value with Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$18.8M
2 +$7.79M
3 +$6.05M
4
LPL Financial
LPL Financial
California
+$3.25M
5
TA
Tactive Advisors
Florida
+$2.1M

Top Sellers

1 -$3.42M
2 -$3.01M
3 -$2M
4
Osaic Holdings
Osaic Holdings
Arizona
-$872K
5
Two Sigma Investments
Two Sigma Investments
New York
-$366K
Name Holding Trade Value Shares
Change
Change in
Stake
PSF
51
Pacific Sun Financial
California
$425K
PS
52
Principal Securities
Iowa
$418K
KFAS
53
Keating Financial Advisory Services
Kansas
$399K
CFP
54
Comprehensive Financial Planning
Pennsylvania
$384K
IAA
55
Independent Advisor Alliance
North Carolina
$372K
UWM
56
USAdvisors Wealth Management
Minnesota
$370K
SEIA
57
Signature Estate & Investment Advisors
California
$359K
AWM
58
Avaii Wealth Management
Wisconsin
$329K
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$312K
GSWM
60
Golden State Wealth Management
California
$271K
SWM
61
Silverlake Wealth Management
Vermont
$260K
CW
62
CreativeOne Wealth
Kansas
$254K
UWPG
63
Ullmann Wealth Partners Group
Florida
$237K
BEI
64
Benjamin Edwards Inc
Missouri
$228K
Bessemer Group
65
Bessemer Group
New Jersey
$217K
WCA
66
Westover Capital Advisors
Delaware
$217K
RA
67
RFG Advisory
Alabama
$213K
KAS
68
Kestra Advisory Services
Texas
$205K
SWM
69
SHP Wealth Management
Massachusetts
$173K
US Bancorp
70
US Bancorp
Minnesota
$171K
ASN
71
Advisory Services Network
Georgia
$137K
AF
72
Advisornet Financial
Minnesota
$109K
TWD
73
True Wealth Design
Ohio
$108K
Fidelity Investments
74
Fidelity Investments
Massachusetts
$104K
SPIA
75
Steward Partners Investment Advisory
New York
$87.2K