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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 %
AWA
226
Adapt Wealth Advisors
Georgia
– – -75,982 Closed
SMC
227
Smith, Moore & Co
Missouri
– – -66,261 Closed
CWMGP
228
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– – -46,666 Closed
CAM
229
Cobblestone Asset Management
Virginia
– – -40,987 Closed
MIM
230
Marshall Investment Management
Colorado
– – -31,289 Closed
TCWM
231
Total Clarity Wealth Management
Illinois
– – -21,423 Closed
IA
232
Integrity Alliance
Iowa
– – -19,479 Closed
D.E. Shaw & Co
233
D.E. Shaw & Co
New York
– – -16,112 Closed
QC
234
Quadrature Capital
United Kingdom
– – -12,045 Closed
EFL
235
ERn Financial LLC
Wisconsin
– – -10,992 Closed
Marshall Wace
236
Marshall Wace
United Kingdom
– – -8,600 Closed
NRG
237
Nemes Rush Group
Michigan
– – -7,819 Closed
Jane Street
238
Jane Street
New York
– – -6,570 Closed
MA
239
MONECO Advisors
Connecticut
– – -6,246 Closed
VWA
240
Visionary Wealth Advisors
Illinois
– – -5,715 Closed
UBS Group
241
UBS Group
Switzerland
– – -4,000 Closed
TI
242
Trexquant Investment
Connecticut
– – -3,211 Closed
NP
243
NorthRock Partners
Minnesota
– – -306 Closed
CT
244
Colonial Trust
South Carolina
– – -225 Closed
HC
245
Hurley Capital
New York
– – -20 Closed
Belvedere Trading
246
Belvedere Trading
Illinois
– – – –
6 7 8 9
10