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Invesco S&P SmallCap Momentum ETF

227 hedge funds and large institutions have $1.19B invested in Invesco S&P SmallCap Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 105 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.49M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$127M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$107M
Osaic Holdings
3
Osaic Holdings
Arizona
$92.7M
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$86.9M
Raymond James Financial
5
Raymond James Financial
Florida
$70.3M
Wells Fargo
6
Wells Fargo
California
$58.2M
Morgan Stanley
7
Morgan Stanley
New York
$35.6M
GWA
8
Gratus Wealth Advisors
Virginia
$32.5M
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$32.1M
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$30M
AWM
11
Apollon Wealth Management
South Carolina
$25.3M
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$24.1M
RWA
13
River Wealth Advisors
Pennsylvania
$22M
MFG
14
Marmo Financial Group
Tennessee
$19.2M
Bank of America
15
Bank of America
North Carolina
$17.9M
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$14.9M
Stifel Financial
17
Stifel Financial
Missouri
$14.8M
FFN
18
Focus Financial Network
Minnesota
$13.9M
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$13.4M
ACM
20
Armbruster Capital Management
New York
$12.9M
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$11.4M
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$10.9M
Jones Financial Companies
23
Jones Financial Companies
Missouri
$10.4M
NIA
24
NBZ Investment Advisors
Tennessee
$9.84M
MML Investors Services
25
MML Investors Services
Massachusetts
$9.73M