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Invesco S&P SmallCap Quality ETF

75 hedge funds and large institutions have $222M invested in Invesco S&P SmallCap Quality ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 18 closing their positions.

Holders
75
Holders Change
-5
Holders Change %
-6.25%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
31
Reduced
26
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$44.7M 1,096,783 -173,751 -14%
NYLIM
2
New York Life Investment Management
New York
$25.3M 620,881 +52,535 +9%
LFG
3
Larson Financial Group
Missouri
$21.5M 527,455 +140,910 +36%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$17.1M 419,127 +81,367 +24%
APCM
5
Alaska Permanent Capital Management
Alaska
$14.5M 357,731 +31,081 +10%
MAM
6
Madison Asset Management
Wisconsin
$11M 269,057 +13,816 +5%
Morgan Stanley
7
Morgan Stanley
New York
$9.11M 223,672 +14,438 +7%
BCG
8
Breakwater Capital Group
New Jersey
$7.8M 191,423 -13,775 -7%
SGDR
9
SPX Gestao de Recursos
Brazil
$7.7M 189,080 -177,161 -48%
AWA
10
Alaska Wealth Advisors
Alaska
$4.75M 116,692 +7,120 +6%
Osaic Holdings
11
Osaic Holdings
Arizona
$4.12M 97,301 -70,658 -42%
BFP
12
Beacon Financial Planning
Massachusetts
$3.84M 94,315 -5,985 -6%
IF
13
Intrua Financial
Texas
$3.44M 84,543 +2,043 +2%
PAG
14
Private Advisory Group
Washington
$3.15M 77,320 +5,814 +8%
FTUS
15
Flow Traders U.S.
New York
$3.15M 77,289 +77,289 New
FFG
16
Foundry Financial Group
New Hampshire
$3.09M 75,907 +15,535 +26%
DFA
17
DHJJ Financial Advisors
Illinois
$2.92M 71,641 +259 +0.4%
Bank of America
18
Bank of America
North Carolina
$2.63M 64,559 -9,520 -13%
Raymond James Financial
19
Raymond James Financial
Florida
$2.49M 61,140 -26,614 -30%
PWM
20
Perigon Wealth Management
California
$2.39M 58,586 -25,332 -30%
EH
21
Equitable Holdings
New York
$2.04M 50,030 +2,044 +4%
ERFOTCOFW
22
Employees Retirement Fund of the City of Fort Worth
Texas
$2.04M 50,000 +50,000 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.75M 42,884 -2,777 -6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.52M 37,245 -83,502 -69%
FTS
25
Fifth Third Securities
Ohio
$1.44M 35,382 +10,692 +43%