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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 20 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

207% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 14

22% more capital invested

Capital invested by funds: $230M → $280M (+$49.8M)

19% more funds holding

Funds holding: 8095 (+15)

0.59% more ownership

Funds ownership: 66.24%66.83% (+0.59%)

Holders
95
Holders Change
+15
Holders Change %
+18.75%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
43
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSF
51
Pacific Sun Financial
California
$425K +$11.3K +170 +3%
PS
52
Principal Securities
Iowa
$418K +$24.1K +362 +6%
KFAS
53
Keating Financial Advisory Services
Kansas
$399K -$39.2K -590 -9%
CFP
54
Comprehensive Financial Planning
Pennsylvania
$384K +$2.46K +37 +0.6%
IAA
55
Independent Advisor Alliance
North Carolina
$372K +$380K +5,718 New
UWM
56
USAdvisors Wealth Management
Minnesota
$370K +$384K +5,779 New
SEIA
57
Signature Estate & Investment Advisors
California
$359K +$10.1K +152 +3%
AWM
58
Avaii Wealth Management
Wisconsin
$329K +$336K +5,048 New
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$312K +$5.98K +90 +2%
GSWM
60
Golden State Wealth Management
California
$271K -$117K -1,760 -30%
SWM
61
Silverlake Wealth Management
Vermont
$260K
CW
62
CreativeOne Wealth
Kansas
$254K +$66 +1 +0%
UWPG
63
Ullmann Wealth Partners Group
Florida
$237K -$109K -1,638 -31%
BEI
64
Benjamin Edwards Inc
Missouri
$228K
Bessemer Group
65
Bessemer Group
New Jersey
$217K +$222K +3,339 New
WCA
66
Westover Capital Advisors
Delaware
$217K +$221K +3,332 New
RA
67
RFG Advisory
Alabama
$213K -$24K -361 -10%
KAS
68
Kestra Advisory Services
Texas
$205K +$70.9K +1,067 +51%
SWM
69
SHP Wealth Management
Massachusetts
$173K +$69.5K +1,046 +65%
US Bancorp
70
US Bancorp
Minnesota
$171K +$40.4K +608 +30%
ASN
71
Advisory Services Network
Georgia
$137K +$140K +2,101 New
AF
72
Advisornet Financial
Minnesota
$109K +$111K +1,669 New
TWD
73
True Wealth Design
Ohio
$108K
Fidelity Investments
74
Fidelity Investments
Massachusetts
$104K +$63.8K +960 +151%
SPIA
75
Steward Partners Investment Advisory
New York
$87.2K