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Invesco S&P SmallCap Quality ETF

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
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$50.2M
Stifel Financial
2
Stifel Financial
Missouri
$45M
BEI
3
Benjamin Edwards Inc
Missouri
$38.7M
NYLIM
4
New York Life Investment Management
New York
$22.5M
CIM
5
Confluence Investment Management
Missouri
$18.1M
LFG
6
Larson Financial Group
Missouri
$15.3M
SGDR
7
SPX Gestao de Recursos
Brazil
$14.5M
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$13.3M
APCM
9
Alaska Permanent Capital Management
Alaska
$12.9M
MAM
10
Madison Asset Management
Wisconsin
$10.1M
Morgan Stanley
11
Morgan Stanley
New York
$8.27M
BCG
12
Breakwater Capital Group
New Jersey
$8.11M
AAG
13
Accordant Advisory Group
Maryland
$7.36M
Osaic Holdings
14
Osaic Holdings
Arizona
$6.64M
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.77M
AWA
16
Alaska Wealth Advisors
Alaska
$4.33M
BFP
17
Beacon Financial Planning
Massachusetts
$3.96M
CPA
18
Capital Planning Advisors
California
$3.77M
Raymond James Financial
19
Raymond James Financial
Florida
$3.47M
PWM
20
Perigon Wealth Management
California
$3.32M
IF
21
Intrua Financial
Texas
$3.26M
Bank of America
22
Bank of America
North Carolina
$2.93M
PAG
23
Private Advisory Group
Washington
$2.83M
DFA
24
DHJJ Financial Advisors
Illinois
$2.82M
HighTower Advisors
25
HighTower Advisors
Illinois
$2.48M