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Invesco S&P SmallCap Utilities & Communication Services ETF

20 hedge funds and large institutions have $6.73M invested in Invesco S&P SmallCap Utilities & Communication Services ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

25% more funds holding

Funds holding: 1620 (+4)

10% more capital invested

Capital invested by funds: $6.1M → $6.73M (+$630K)

0.46% more ownership

Funds ownership: 46.09%46.54% (+0.46%)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1
IHT Wealth Management
Illinois
$2.37M +$1M +17,070 +77%
BA
2
Bard Associates
Illinois
$1.42M -$2.82K -48 -0.2%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$604K +$27.2K +464 +5%
PMWMG
4
Parr McKnight Wealth Management Group
Minnesota
$501K +$488K +8,321 New
HAG
5
HighPoint Advisor Group
Illinois
$422K -$19.1K -325 -4%
GIA
6
Gladstone Institutional Advisory
Florida
$280K +$273K +4,651 New
VF
7
Virtu Financial
New York
$275K -$263K -4,480 -49%
TRCT
8
Tower Research Capital (TRC)
New York
$236K -$219K -3,737 -49%
LPL Financial
9
LPL Financial
California
$214K -$108K -1,833 -34%
FTUS
10
Flow Traders U.S.
New York
$205K +$199K +3,401 New
Morgan Stanley
11
Morgan Stanley
New York
$104K -$4.87K -83 -5%
ASN
12
Advisory Services Network
Georgia
$60.2K +$58.7K +1,000 New
AF
13
Advisornet Financial
Minnesota
$12K
Osaic Holdings
14
Osaic Holdings
Arizona
$9.03K
NA
15
NewEdge Advisors
Louisiana
$4.52K
UBS Group
16
UBS Group
Switzerland
$3.43K +$2.23K +38 +200%
HI
17
Harbour Investments
Wisconsin
$2.23K +$2.17K +37 New
DFA
18
DHJJ Financial Advisors
Illinois
$964
FRA
19
Front Row Advisors
California
$602
Wells Fargo
20
Wells Fargo
California
$43 +$59 +1 New
HCA
21
Harbor Capital Advisors
Illinois
-$880K -15,296 Closed