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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

206 hedge funds and large institutions have $975M invested in Invesco S&P SmallCap Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+5
Holders Change %
+2.49%
% of All Funds
2.8%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
37
Increased
93
Reduced
51
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWA
Gratus Wealth Advisors
Virginia
+$29.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$23.1M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$13.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$11.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.1M

Top Sellers

1
SPIA
Steward Partners Investment Advisory
New York
-$30.4M
2
Morgan Stanley
Morgan Stanley
New York
-$20.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$16.7M
4
UWP
Uniting Wealth Partners
Kansas
-$5.53M
5
Citigroup
Citigroup
New York
-$5.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
226
Synergy Asset Management
Washington
– -$158K -2,384 Closed
ME
227
McIlrath & Eck
Washington
– -$13.2K -200 Closed
CA
228
Clearstead Advisors
Ohio
– -$6.81K -103 Closed
WWM
229
Wagner Wealth Management
South Carolina
– -$4.98K -75 Closed
SFC
230
SYM Financial Corp
Indiana
– -$1.32K -20 Closed
6 7 8 9
10