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Invesco S&P MidCap Value with Momentum ETF
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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

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

21% more capital invested

Capital invested by funds: $190M → $230M (+$39.7M)

19% more funds holding

Funds holding: 67 → 80 (+13)

2.42% more ownership

Funds ownership: 63.83% → 66.24% (+2.4%)

Holders
80
Holders Change
+13
Holders Change %
+19.4%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
24
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$18.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.8M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.39M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.17M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.66M
2
Morgan Stanley
Morgan Stanley
New York
-$1.87M
3
WMWM
Whitaker-Myers Wealth Managers
Ohio
-$885K
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$616K
5
AWM
Avior Wealth Management
Nebraska
-$473K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
76
Flagship Harbor Advisors
Massachusetts
$4.18K +$4.02K +65 New
TSMHT
77
Thurston Springer Miller Herd & Titak
Indiana
$4.17K +$4.02K +65 New
JP Morgan Chase
78
JP Morgan Chase
New York
$3.4K +$3.28K +53 New
AF
79
Allworth Financial
California
$3.21K – – –
FFA
80
Founders Financial Alliance
North Carolina
$64 – – –
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
– -$616K -10,000 Closed
GWSG
82
GPS Wealth Strategies Group
Colorado
– -$137K -2,226 Closed
AAS
83
Ameritas Advisory Services
Nebraska
– -$97.8K -1,586 Closed
UBS Group
84
UBS Group
Switzerland
– -$53.2K -864 Closed
ASN
85
Advisory Services Network
Georgia
– -$6.22K -101 Closed
BTI
86
Blue Trust Inc
Georgia
– -$1.54K -25 Closed
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