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Invesco S&P MidCap Value with Momentum ETF
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Overview Fund Activity

63 hedge funds and large institutions have $147M invested in Invesco S&P MidCap Value with Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
30
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.12M
2
WMWM
Whitaker-Myers Wealth Managers
Ohio
+$1.04M
3
LPL Financial
LPL Financial
California
+$714K
4
Ameriprise
Ameriprise
Minnesota
+$685K
5
Raymond James Financial
Raymond James Financial
Florida
+$577K

Top Sellers

1
UWP
Uniting Wealth Partners
Kansas
-$5.74M
2
SOS
Silver Oak Securities
Tennessee
-$1.16M
3
WIA
World Investment Advisors
California
-$931K
4
AWS
Atria Wealth Solutions
New York
-$916K
5
Osaic Holdings
Osaic Holdings
Arizona
-$819K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
Avior Wealth Management
Nebraska
$26.8M -$689K -13,055 -3%
LPL Financial
2
LPL Financial
California
$22.5M +$714K +13,538 +3%
Bank of America
3
Bank of America
North Carolina
$14.5M +$348K +6,598 +2%
Morgan Stanley
4
Morgan Stanley
New York
$12.6M +$48.5K +920 +0.4%
WMWM
5
Whitaker-Myers Wealth Managers
Ohio
$11M +$1.04M +19,636 +10%
Ameriprise
6
Ameriprise
Minnesota
$10.2M +$685K +12,982 +7%
Raymond James Financial
7
Raymond James Financial
Florida
$7.61M +$577K +10,948 +8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.82M -$5.28K -100 -0.1%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$4.24M +$3.12M +59,221 +281%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.97M +$30.5K +579 +0.8%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$3.05M -$205K -3,883 -6%
AAS
12
Ameritas Advisory Services
Nebraska
$2.32M +$55.2K +1,045 +2%
Citigroup
13
Citigroup
New York
$2.17M +$166K +3,153 +8%
GC
14
Guidance Capital
Kentucky
$1.7M +$268K +5,087 +19%
MCC
15
Money Concepts Capital
Florida
$1.6M +$36.1K +684 +2%
Wells Fargo
16
Wells Fargo
California
$1.59M -$379K -7,183 -19%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.49M +$143K +2,705 +11%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.26M -$94.9K -1,800 -7%
BCG
19
Breakwater Capital Group
New Jersey
$1.18M +$178K +3,378 +18%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.07M -$819K -15,517 -43%
AWS
21
Atria Wealth Solutions
New York
$1.04M -$916K -17,370 -47%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$815K +$48.6K +922 +6%
UBS Group
23
UBS Group
Switzerland
$780K +$482K +9,129 +161%
MML Investors Services
24
MML Investors Services
Massachusetts
$688K +$42.5K +807 +7%
FAIM
25
Financial Advocates Investment Management
Washington
$556K +$18K +341 +3%
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