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Invesco S&P SmallCap Financials ETF

24 hedge funds and large institutions have $7.52M invested in Invesco S&P SmallCap Financials ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HCA
1
Harbor Capital Advisors
Illinois
$1.71M 32,299 +23,910 +285%
Morgan Stanley
2
Morgan Stanley
New York
$1.44M 27,259 -1,089 -4%
AW
3
Atlas Wealth
Ohio
$576K 10,870 -355 -3%
TRCT
4
Tower Research Capital (TRC)
New York
$525K 9,915 +6,354 +178%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$503K 9,505 +9,505 New
VF
6
Virtu Financial
New York
$351K 6,635 +6,635 New
Wells Fargo
7
Wells Fargo
California
$337K 6,364 -125 -2%
LPL Financial
8
LPL Financial
California
$308K 5,823 -122 -2%
Raymond James Financial
9
Raymond James Financial
Florida
$269K 5,086 -149 -3%
Bank of America
10
Bank of America
North Carolina
$264K 4,986 -304 -6%
GIA
11
Gladstone Institutional Advisory
Florida
$251K 4,732 -3,610 -43%
JCM
12
J2 Capital Management
Michigan
$228K 4,308 -341 -7%
Goldman Sachs
13
Goldman Sachs
New York
$220K 4,153 +4,153 New
UBS Group
14
UBS Group
Switzerland
$146K 2,758 +504 +22%
KIG
15
Kessler Investment Group
Indiana
$122K 2,303 -796 -26%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$103K 1,966 +945 +93%
Osaic Holdings
17
Osaic Holdings
Arizona
$84.5K 1,594 +1,100 +223%
AA
18
Addison Advisors
Vermont
$23.1K 437
SPIA
19
Steward Partners Investment Advisory
New York
$19.4K 366 +91 +33%
MA
20
Montag & Associates
Georgia
$12K 227
AF
21
Advisornet Financial
Minnesota
$10.6K 200
KFI
22
Key Financial Inc
Pennsylvania
$7.57K 143
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$5.3K 100
Fidelity Investments
24
Fidelity Investments
Massachusetts
$53 1 +1 New
FFA
25
Founders Financial Alliance
North Carolina
-566 Closed