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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
IA
76
IFP Advisors
Florida
$78.5K
IAIM
77
International Assets Investment Management
Florida
$78.1K
GWM
78
Geneos Wealth Management
Colorado
$72.1K
HIA
79
Harbor Investment Advisory
Maryland
$53.7K
WWM
80
Western Wealth Management
Colorado
$37.3K
HI
81
Harbour Investments
Wisconsin
$34.4K
OWP
82
ORG Wealth Partners
Texas
$32.5K
BCMIO
83
Beacon Capital Management Inc (Ohio)
Ohio
$24.9K
HFS
84
Hantz Financial Services
Michigan
$22K
NWM
85
Nova Wealth Management
Florida
$21.1K
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
TSMHT
91
Thurston Springer Miller Herd & Titak
Indiana
$4.23K
GM
92
GeoWealth Management
Illinois
$3.58K
AF
93
Allworth Financial
California
$3.26K
CPBTD
94
Central Pacific Bank - Trust Division
Hawaii
$1.63K
FFA
95
Founders Financial Alliance
North Carolina
$65
Two Sigma Investments
96
Two Sigma Investments
New York
MWM
97
MOR Wealth Management
Pennsylvania
PTC
98
Private Trust Company
Ohio
NA
99
NewEdge Advisors
Louisiana
FHA
100
Flagship Harbor Advisors
Massachusetts