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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 %
LPL Financial
1
LPL Financial
California
$50.2M -$2.22M -56,299 -4%
Stifel Financial
2
Stifel Financial
Missouri
$45M +$5.56M +140,577 +14%
BEI
3
Benjamin Edwards Inc
Missouri
$38.7M +$5.74M +145,359 +17%
NYLIM
4
New York Life Investment Management
New York
$22.5M +$2.37M +59,863 +12%
CIM
5
Confluence Investment Management
Missouri
$18.1M +$1.24M +31,307 +7%
LFG
6
Larson Financial Group
Missouri
$15.3M +$6.81M +172,333 +80%
SGDR
7
SPX Gestao de Recursos
Brazil
$14.5M +$2.03M +51,291 +16%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$13.3M +$5.04M +127,564 +61%
APCM
9
Alaska Permanent Capital Management
Alaska
$12.9M +$12.9M +326,650 New
MAM
10
Madison Asset Management
Wisconsin
$10.1M +$817K +20,680 +9%
Morgan Stanley
11
Morgan Stanley
New York
$8.27M +$751K +19,007 +10%
BCG
12
Breakwater Capital Group
New Jersey
$8.11M +$1.09M +27,644 +16%
AAG
13
Accordant Advisory Group
Maryland
$7.36M +$6.04M +152,921 +460%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.64M +$2.84M +71,831 +75%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.77M -$296K -7,494 -6%
AWA
16
Alaska Wealth Advisors
Alaska
$4.33M +$4.33M +109,572 New
BFP
17
Beacon Financial Planning
Massachusetts
$3.96M +$469K +11,871 +13%
CPA
18
Capital Planning Advisors
California
$3.77M +$1.09M +27,671 +41%
Raymond James Financial
19
Raymond James Financial
Florida
$3.47M +$827K +20,930 +31%
PWM
20
Perigon Wealth Management
California
$3.32M +$200K +5,055 +6%
IF
21
Intrua Financial
Texas
$3.26M +$450K +11,387 +16%
Bank of America
22
Bank of America
North Carolina
$2.93M +$1.44M +36,488 +97%
PAG
23
Private Advisory Group
Washington
$2.83M +$2.83M +71,506 New
DFA
24
DHJJ Financial Advisors
Illinois
$2.82M +$213K +5,400 +8%
HighTower Advisors
25
HighTower Advisors
Illinois
$2.48M +$2.13M +53,784 +600%
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