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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

224 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 45 funds opening new positions, 105 increasing their positions, 49 reducing their positions, and 21 closing their positions.

Holders
224
Holders Change
+18
Holders Change %
+8.74%
% of All Funds
3.01%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
45
Increased
105
Reduced
49
Closed
21
Calls
$1.49M
Puts
–
Net Calls
+$1.49M
Net Calls Change
+$1.49M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$70.3M
2
RWA
2
River Wealth Advisors
Pennsylvania
$22M
3
Wells Fargo
3
Wells Fargo
California
$58.2M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$11.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$32.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$92.7M
2
Bank of America
2
Bank of America
North Carolina
$17.9M
3
AWA
3
Archvest Wealth Advisors
California
$0
4
AWA
4
Adapt Wealth Advisors
Georgia
$0
5
HI
5
Harbour Investments
Wisconsin
$495K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$127M 1,865,283 +92,020 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$107M 1,580,283 +62,900 +4%
Osaic Holdings
3
Osaic Holdings
Arizona
$92.7M 1,370,722 -243,911 -15%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$86.9M 1,278,102 +103,022 +9%
Raymond James Financial
5
Raymond James Financial
Florida
$70.3M 1,033,548 +627,318 +154%
Wells Fargo
6
Wells Fargo
California
$58.2M 855,913 +288,353 +51%
Morgan Stanley
7
Morgan Stanley
New York
$35.6M 523,730 +26,516 +5%
GWA
8
Gratus Wealth Advisors
Virginia
$32.5M 477,335 +1,953 +0.4%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$32.1M 462,553 +163,428 +55%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$30M 441,605 +78,478 +22%
AWM
11
Apollon Wealth Management
South Carolina
$25.3M 371,638 -10,590 -3%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$24.1M 354,148 +7,481 +2%
RWA
13
River Wealth Advisors
Pennsylvania
$22M 323,865 +323,865 New
MFG
14
Marmo Financial Group
Tennessee
$19.2M 281,674 +4,285 +2%
Bank of America
15
Bank of America
North Carolina
$17.9M 263,301 -103,995 -28%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$14.9M 219,456 +23,084 +12%
Stifel Financial
17
Stifel Financial
Missouri
$14.8M 217,718 +21,801 +11%
FFN
18
Focus Financial Network
Minnesota
$13.9M 204,723 +3,490 +2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$13.4M 197,258 +117,064 +146%
ACM
20
Armbruster Capital Management
New York
$12.9M 190,028 +6,627 +4%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$11.4M 166,933 +166,933 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$10.9M 159,873 +16,751 +12%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$10.4M 153,253 +52,578 +52%
NIA
24
NBZ Investment Advisors
Tennessee
$9.84M 144,650 +4,416 +3%
MML Investors Services
25
MML Investors Services
Massachusetts
$9.73M 143,028 +22,014 +18%
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