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Invesco S&P MidCap Value with Momentum ETF

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: 6780 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$36.1M +$1.12M +18,141 +3%
Bank of America
2
Bank of America
North Carolina
$35.9M +$18.5M +298,952 +115%
AWM
3
Avior Wealth Management
Nebraska
$32.6M -$473K -7,648 -1%
WMWM
4
Whitaker-Myers Wealth Managers
Ohio
$13.7M -$885K -14,305 -6%
Ameriprise
5
Ameriprise
Minnesota
$11.5M -$69.6K -1,126 -0.6%
Morgan Stanley
6
Morgan Stanley
New York
$11.4M -$1.87M -30,187 -15%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$9.54M +$1.17M +18,909 +15%
Raymond James Financial
8
Raymond James Financial
Florida
$9.51M -$59.9K -968 -0.6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.09M +$313K +5,062 +7%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.9M +$2.4M +38,776 +103%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.4M +$126K +2,041 +3%
IFG
12
Independent Financial Group
California
$4.35M +$1.1M +17,863 +36%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.31M -$2.66M -43,018 -39%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$4.16M +$2.39M +38,605 +148%
MML Investors Services
15
MML Investors Services
Massachusetts
$4.15M +$382K +6,174 +11%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$3.74M -$319K -5,157 -8%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$2.91M +$2.8M +45,320 New
GC
18
Guidance Capital
Kentucky
$2.61M +$129K +2,091 +6%
Citigroup
19
Citigroup
New York
$2.51M -$39.9K -645 -2%
EFG
20
Everest Financial Group
Minnesota
$2.14M +$2.06M +33,318 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.05M +$423K +6,848 +27%
MCC
22
Money Concepts Capital
Florida
$2.02M -$29.9K -483 -2%
Wells Fargo
23
Wells Fargo
California
$1.67M +$124K +2,005 +8%
SA
24
Sanctuary Advisors
Indiana
$1.51M
EH
25
Equitable Holdings
New York
$1.37M +$842K +13,620 +177%