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Invesco S&P SmallCap Momentum ETF

295 hedge funds and large institutions have $1.63B invested in Invesco S&P SmallCap Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 129 increasing their positions, 80 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

61% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 80

7% more capital invested

Capital invested by funds: $1.53B → $1.63B (+$101M)

6% more funds holding

Funds holding: 279295 (+16)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3.22% less ownership

Funds ownership: 74.74%71.52% (-3.2%)

Holders
295
Holders Change
+16
Holders Change %
+5.73%
% of All Funds
3.63%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
47
Increased
129
Reduced
80
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$172M +$6.9M +89,427 +4%
Osaic Holdings
2
Osaic Holdings
Arizona
$143M +$11.6M +150,090 +9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$130M +$6.61M +85,649 +5%
Raymond James Financial
4
Raymond James Financial
Florida
$85.3M -$8.47M -109,796 -9%
Morgan Stanley
5
Morgan Stanley
New York
$68.9M -$2.82M -36,488 -4%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$66.1M +$4.59M +59,526 +7%
Wells Fargo
7
Wells Fargo
California
$63.9M +$392K +5,081 +0.6%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$46.3M +$2.16M +28,005 +5%
GWA
9
Gratus Wealth Advisors
Virginia
$39.5M +$2.27M +29,366 +6%
Bank of America
10
Bank of America
North Carolina
$36.1M +$5.32M +68,961 +17%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$33.3M +$1.92M +24,914 +6%
AWM
12
Apollon Wealth Management
South Carolina
$29.6M +$335K +4,347 +1%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$29.2M +$7.31M +94,709 +32%
RWA
14
River Wealth Advisors
Pennsylvania
$23.9M -$3.27M -42,439 -12%
HighTower Advisors
15
HighTower Advisors
Illinois
$21.2M +$4.27M +55,379 +25%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$20.6M +$6.67M +86,395 +47%
Stifel Financial
17
Stifel Financial
Missouri
$19.4M +$59.9K +776 +0.3%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$18.5M +$579K +7,503 +3%
FFN
19
Focus Financial Network
Minnesota
$16.9M +$907K +11,755 +6%
Mariner
20
Mariner
Kansas
$16.8M +$2.37M +30,663 +16%
MWM
21
Modern Wealth Management
Kansas
$16.7M -$604K -7,832 -3%
ACM
22
Armbruster Capital Management
New York
$15.4M +$220K +2,849 +1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$14.3M +$2.34M +30,313 +19%
CWP
24
Clark Wealth Partners
Illinois
$14.3M -$2.56M -33,191 -15%
NIA
25
NBZ Investment Advisors
Tennessee
$14M +$754K +9,768 +6%