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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
UWPG
226
Ullmann Wealth Partners Group
Florida
$236K
EFS
227
Essex Financial Services
Connecticut
$230K +$2.47K +32 +1%
SG
228
Sankala Group
Colorado
$224K +$23.2K +301 +11%
William Blair & Company
229
William Blair & Company
Illinois
$217K +$23.2K +301 +12%
Corient Private Wealth
230
Corient Private Wealth
Florida
$215K -$216K -2,801 -50%
FIA
231
Foundations Investment Advisors
Arizona
$214K +$218K +2,821 New
SPWM
232
Schrum Private Wealth Management
Florida
$213K +$216K +2,804 New
SWM
233
Silverlake Wealth Management
Vermont
$211K -$124K -1,608 -37%
CFP
234
Comprehensive Financial Planning
Pennsylvania
$177K +$49.1K +636 +38%
SIC
235
Salem Investment Counselors
North Carolina
$157K +$159K +2,060 New
DWP
236
Destiny Wealth Partners
Florida
$135K +$137K +1,781 New
CFB
237
Cullen/Frost Bankers
Texas
$129K +$154 +2 +0.1%
AssetMark Inc
238
AssetMark Inc
California
$116K +$13.8K +179 +13%
VNA
239
Valley National Advisers
Pennsylvania
$116K
PTC
240
Private Trust Company
Ohio
$110K +$18.2K +236 +19%
PNC Financial Services Group
241
PNC Financial Services Group
Pennsylvania
$87.4K
JP Morgan Chase
242
JP Morgan Chase
New York
$85.4K -$141K -1,825 -61%
GJIA
243
Glass Jacobson Investment Advisors
Maryland
$79.4K -$1.24K -16 -2%
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$66K
US Bancorp
245
US Bancorp
Minnesota
$62.6K -$124K -1,604 -66%
AF
246
Allworth Financial
California
$51.7K
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$51.5K -$1.68M -21,745 -97%
NS
248
NBC Securities
Alabama
$51.3K +$52.1K +675 New
PFBT
249
Parkside Financial Bank & Trust
Missouri
$46.3K +$77 +1 +0.2%
HIA
250
Harbor Investment Advisory
Maryland
$45.6K