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Invesco S&P SmallCap Quality ETF
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Overview Fund Activity

80 hedge funds and large institutions have $337M invested in Invesco S&P SmallCap Quality ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
40
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APCM
Alaska Permanent Capital Management
Alaska
$12.9M
2
LFG
Larson Financial Group
Missouri
$15.3M
3
AAG
Accordant Advisory Group
Maryland
$7.36M
4
BEI
Benjamin Edwards Inc
Missouri
$38.7M
5
Stifel Financial
Stifel Financial
Missouri
$45M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
$0
2
SWM
Schwallier Wealth Management
Michigan
$874K
3
LPL Financial
LPL Financial
California
$50.2M
4
FFG
Foundry Financial Group
New Hampshire
$2.39M
5
SL
SWMG LLC
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
26
Foundry Financial Group
New Hampshire
$2.39M -$926K -23,434 -28%
EH
27
Equitable Holdings
New York
$1.9M +$246K +6,215 +15%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$1.8M +$122K +3,094 +7%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.65M +$505K +12,784 +44%
VWA
30
Visionary Wealth Advisors
Illinois
$1.27M +$125K +3,151 +11%
GLA
31
Good Life Advisors
Pennsylvania
$1.25M -$42.8K -1,084 -3%
TFS
32
Thoroughbred Financial Services
Tennessee
$1.18M +$383K +9,710 +48%
AWS
33
Atria Wealth Solutions
New York
$1.1M -$400K -10,114 -27%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.08M +$273K +6,912 +34%
FTS
35
Fifth Third Securities
Ohio
$976K +$976K +24,690 New
SWM
36
Schwallier Wealth Management
Michigan
$874K -$5.65M -142,960 -87%
FM
37
Family Management
New York
$868K -$297K -7,509 -25%
Two Sigma Investments
38
Two Sigma Investments
New York
$802K +$802K +20,300 New
NA
39
NewEdge Advisors
Louisiana
$791K +$161K +4,076 +26%
PAG
40
Private Advisor Group
New Jersey
$700K +$337K +8,531 +93%
GIA
41
GHP Investment Advisors
Colorado
$687K +$1.94K +49 +0.3%
GSWM
42
Golden State Wealth Management
California
$619K +$103K +2,607 +20%
RBFC
43
Roman Butler Fullerton & Co
Missouri
$578K -$7.1K -195 -1%
TPWA
44
Twin Peaks Wealth Advisors
California
$522K -$26.6K -729 -5%
CPRC
45
Consolidated Portfolio Review Corp
New York
$480K +$1.15K +29 +0.2%
FAIM
46
Financial Advocates Investment Management
Washington
$389K -$8.93K -226 -2%
Comerica Bank
47
Comerica Bank
Texas
$375K -$24.7K -624 -6%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$337K +$20K +506 +6%
IWM
49
IHT Wealth Management
Illinois
$326K +$14K +355 +5%
CB
50
Centennial Bank
Arkansas
$304K -$62.1K -1,571 -17%
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