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Invesco S&P SmallCap Financials ETF

19 hedge funds and large institutions have $6.06M invested in Invesco S&P SmallCap Financials ETF in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
19
Holders Change
-5
Holders Change %
-20.83%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
5
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HCA
1
Harbor Capital Advisors
Illinois
$2.1M 38,632 +6,333 +20%
AW
2
Atlas Wealth
Ohio
$557K 10,094 -776 -7%
Morgan Stanley
3
Morgan Stanley
New York
$553K 10,188 -17,071 -63%
TRCT
4
Tower Research Capital (TRC)
New York
$509K 9,372 -543 -5%
UBS Group
5
UBS Group
Switzerland
$340K 6,268 +3,510 +127%
Goldman Sachs
6
Goldman Sachs
New York
$329K 6,056 +1,903 +46%
VF
7
Virtu Financial
New York
$308K 5,679 -956 -14%
Wells Fargo
8
Wells Fargo
California
$285K 5,245 -1,119 -18%
Raymond James Financial
9
Raymond James Financial
Florida
$268K 4,932 -154 -3%
LPL Financial
10
LPL Financial
California
$259K 4,779 -1,044 -18%
Bank of America
11
Bank of America
North Carolina
$206K 3,795 -1,191 -24%
KIG
12
Kessler Investment Group
Indiana
$127K 2,345 +42 +2%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$119K 2,191 +225 +11%
Osaic Holdings
14
Osaic Holdings
Arizona
$27.4K 494 -1,100 -69%
AA
15
Addison Advisors
Vermont
$23.7K 437
SPIA
16
Steward Partners Investment Advisory
New York
$19.9K 366
MA
17
Montag & Associates
Georgia
$12.3K 227
AF
18
Advisornet Financial
Minnesota
$10.9K 200
KFI
19
Key Financial Inc
Pennsylvania
$7.76K 143
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
-9,505 Closed
GIA
21
Gladstone Institutional Advisory
Florida
-4,732 Closed
JCM
22
J2 Capital Management
Michigan
-4,308 Closed
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
-100 Closed
Fidelity Investments
24
Fidelity Investments
Massachusetts
-1 Closed