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Invesco S&P SmallCap Momentum ETF

244 hedge funds and large institutions have $1.37B invested in Invesco S&P SmallCap Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 124 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$228K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$155M
Osaic Holdings
2
Osaic Holdings
Arizona
$124M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$119M
Raymond James Financial
4
Raymond James Financial
Florida
$97.7M
Wells Fargo
5
Wells Fargo
California
$58.1M
Morgan Stanley
6
Morgan Stanley
New York
$56.1M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$43.3M
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$37.3M
GWA
9
Gratus Wealth Advisors
Virginia
$35.8M
Bank of America
10
Bank of America
North Carolina
$32.7M
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$32.2M
AWM
12
Apollon Wealth Management
South Carolina
$27.9M
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$25.1M
RWA
14
River Wealth Advisors
Pennsylvania
$24.8M
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$19.5M
Jones Financial Companies
16
Jones Financial Companies
Missouri
$17.8M
Stifel Financial
17
Stifel Financial
Missouri
$16.5M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$16.4M
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$15.6M
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$15.5M
FFN
21
Focus Financial Network
Minnesota
$15.4M
ACM
22
Armbruster Capital Management
New York
$14.4M
NIA
23
NBZ Investment Advisors
Tennessee
$11.9M
MML Investors Services
24
MML Investors Services
Massachusetts
$10.1M
Envestnet Portfolio Solutions
25
Envestnet Portfolio Solutions
Illinois
$9.97M