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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

226 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 46 funds opening new positions, 105 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+20
Holders Change %
+9.71%
% of All Funds
3.03%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
46
Increased
105
Reduced
50
Closed
21
Calls
$1.49M
Puts
–
Net Calls
+$1.49M
Net Calls Change
+$1.49M

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$42.7M
2
RWA
River Wealth Advisors
Pennsylvania
+$22M
3
Wells Fargo
Wells Fargo
California
+$19.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$11.4M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$11.3M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$16.5M
2
Bank of America
Bank of America
North Carolina
-$7.07M
3
AWA
Archvest Wealth Advisors
California
-$4.84M
4
AWA
Adapt Wealth Advisors
Georgia
-$4.77M
5
HI
Harbour Investments
Wisconsin
-$4.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
226
Total Investment Management
Arizona
$346 +$346 +5 New
AWA
227
Archvest Wealth Advisors
California
– -$4.84M -77,091 Closed
AWA
228
Adapt Wealth Advisors
Georgia
– -$4.77M -75,982 Closed
SMC
229
Smith, Moore & Co
Missouri
– -$4.16M -66,261 Closed
CWMGP
230
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– -$2.93M -46,666 Closed
CAM
231
Cobblestone Asset Management
Virginia
– -$2.57M -40,987 Closed
MIM
232
Marshall Investment Management
Colorado
– -$1.96M -31,289 Closed
TCWM
233
Total Clarity Wealth Management
Illinois
– -$1.42M -21,423 Closed
IA
234
Integrity Alliance
Iowa
– -$1.22M -19,479 Closed
D.E. Shaw & Co
235
D.E. Shaw & Co
New York
– -$1.01M -16,112 Closed
QC
236
Quadrature Capital
United Kingdom
– -$756K -12,045 Closed
EFL
237
ERn Financial LLC
Wisconsin
– -$690K -10,992 Closed
Marshall Wace
238
Marshall Wace
United Kingdom
– -$540K -8,600 Closed
NRG
239
Nemes Rush Group
Michigan
– -$491K -7,819 Closed
Jane Street
240
Jane Street
New York
– -$412K -6,570 Closed
MA
241
MONECO Advisors
Connecticut
– -$392K -6,246 Closed
VWA
242
Visionary Wealth Advisors
Illinois
– -$359K -5,715 Closed
UBS Group
243
UBS Group
Switzerland
– -$251K -4,000 Closed
TI
244
Trexquant Investment
Connecticut
– -$201K -3,211 Closed
NP
245
NorthRock Partners
Minnesota
– -$19.2K -306 Closed
CT
246
Colonial Trust
South Carolina
– -$13.7K -225 Closed
HC
247
Hurley Capital
New York
– -$1.26K -20 Closed
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