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Invesco S&P SmallCap Momentum ETF

276 hedge funds and large institutions have $1.53B invested in Invesco S&P SmallCap Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 136 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWMG
226
ADG Wealth Management Group
Louisiana
$201K
William Blair & Company
227
William Blair & Company
Illinois
$184K
US Bancorp
228
US Bancorp
Minnesota
$175K
AWM
229
AE Wealth Management
Kansas
$147K
CFB
230
Cullen/Frost Bankers
Texas
$122K
CFP
231
Comprehensive Financial Planning
Pennsylvania
$121K
VNA
232
Valley National Advisers
Pennsylvania
$110K
AssetMark Inc
233
AssetMark Inc
California
$97.2K
PTC
234
Private Trust Company
Ohio
$87.6K
CIA
235
Cape Investment Advisory
Georgia
$87.1K
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$82.8K
GJIA
237
Glass Jacobson Investment Advisors
Maryland
$76.3K
WETS
238
Wealth Enhancement Trust Services
South Dakota
$76K
OC
239
Optima Capital
Oregon
$71.2K
Bank of Montreal
240
Bank of Montreal
Ontario, Canada
$62.5K
AF
241
Allworth Financial
California
$49K
PFBT
242
Parkside Financial Bank & Trust
Missouri
$43.8K
HIA
243
Harbor Investment Advisory
Maryland
$43.2K
HAP
244
Harbor Asset Planning
Massachusetts
$42.6K
HBW
245
Hazlett, Burt & Watson
West Virginia
$39K
NRC
246
New Republic Capital
North Carolina
$36K
HNW
247
High Note Wealth
Minnesota
$32.8K
MWM
248
MGB Wealth Management
Texas
$29.1K
EWA
249
EverSource Wealth Advisors
Alabama
$24.5K
BlackRock
250
BlackRock
New York
$24.3K