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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 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
LPL Financial
1
LPL Financial
California
$39.8M +$3.25M +48,856 +9%
Bank of America
2
Bank of America
North Carolina
$36.9M +$413K +6,220 +1%
AWM
3
Avior Wealth Management
Nebraska
$34.2M +$1.18M +17,795 +4%
FIA
4
Foundations Investment Advisors
Arizona
$18.4M +$18.8M +282,198 New
Raymond James Financial
5
Raymond James Financial
Florida
$15.6M +$6.05M +90,948 +61%
WMWM
6
Whitaker-Myers Wealth Managers
Ohio
$14.1M +$217K +3,271 +2%
Ameriprise
7
Ameriprise
Minnesota
$12.6M +$945K +14,223 +8%
Morgan Stanley
8
Morgan Stanley
New York
$12.2M +$615K +9,253 +5%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$10.5M +$844K +12,695 +9%
ACM
10
Anfield Capital Management
California
$7.63M +$7.79M +117,148 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.96M -$206K -3,096 -4%
IFG
12
Independent Financial Group
California
$4.79M +$391K +5,878 +9%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.73M +$527K +7,935 +12%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.57M +$205K +3,084 +5%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.12M -$872K -13,114 -17%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$3.68M -$126K -1,903 -3%
EH
17
Equitable Holdings
New York
$3.03M +$1.73M +25,979 +122%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$2.98M +$25.3K +381 +0.8%
Wells Fargo
19
Wells Fargo
California
$2.94M +$1.27M +19,119 +74%
Citigroup
20
Citigroup
New York
$2.84M +$290K +4,359 +11%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.43M +$355K +5,341 +17%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$2.43M +$1.41M +21,242 +129%
EFG
23
Everest Financial Group
Minnesota
$2.3M +$129K +1,936 +6%
TA
24
Tactive Advisors
Florida
$2.06M +$2.1M +31,633 New
MCC
25
Money Concepts Capital
Florida
$2.02M -$31K -467 -1%