We are live on ! Find out more
XMVM icon

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
IA
76
IFP Advisors
Florida
$78.5K +$35.5K +534 +80%
IAIM
77
International Assets Investment Management
Florida
$78.1K +$66 +1 +0.1%
GWM
78
Geneos Wealth Management
Colorado
$72.1K +$133 +2 +0.2%
HIA
79
Harbor Investment Advisory
Maryland
$53.7K
HI
80
Harbour Investments
Wisconsin
$34.4K +$6.32K +95 +22%
OWP
81
ORG Wealth Partners
Texas
$32.5K
BCMIO
82
Beacon Capital Management Inc (Ohio)
Ohio
$24.9K +$66 +1 +0.3%
HFS
83
Hantz Financial Services
Michigan
$22K
NWM
84
Nova Wealth Management
Florida
$21.1K
NA
85
NewEdge Advisors
Louisiana
$20.6K
MCM
86
MAI Capital Management
Ohio
$19.3K
TLA
87
Tanglewood Legacy Advisors
Texas
$19.2K
SS
88
Sunbelt Securities
Texas
$6.58K
SIS
89
Sound Income Strategies
Florida
$5.63K
VAI
90
Vanguard Advisers Inc
Pennsylvania
$5.41K +$5.52K +83 New
TSMHT
91
Thurston Springer Miller Herd & Titak
Indiana
$4.23K
GM
92
GeoWealth Management
Illinois
$3.58K +$3.66K +55 New
AF
93
Allworth Financial
California
$3.26K
CPBTD
94
Central Pacific Bank - Trust Division
Hawaii
$1.63K +$1.66K +25 New
FFA
95
Founders Financial Alliance
North Carolina
$65
Two Sigma Investments
96
Two Sigma Investments
New York
-$366K -5,700 Closed
MWM
97
MOR Wealth Management
Pennsylvania
-$225K -3,513 Closed
PTC
98
Private Trust Company
Ohio
-$44.5K -694 Closed
FHA
99
Flagship Harbor Advisors
Massachusetts
-$4.18K -65 Closed
JP Morgan Chase
100
JP Morgan Chase
New York
-$3.4K -53 Closed