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Invesco S&P SmallCap Momentum ETF

277 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, 138 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
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
D.E. Shaw & Co
226
D.E. Shaw & Co
New York
$201K
AWMG
227
ADG Wealth Management Group
Louisiana
$201K
William Blair & Company
228
William Blair & Company
Illinois
$184K
US Bancorp
229
US Bancorp
Minnesota
$175K
AWM
230
AE Wealth Management
Kansas
$147K
CFB
231
Cullen/Frost Bankers
Texas
$122K
CFP
232
Comprehensive Financial Planning
Pennsylvania
$121K
VNA
233
Valley National Advisers
Pennsylvania
$110K
AssetMark Inc
234
AssetMark Inc
California
$97.2K
PTC
235
Private Trust Company
Ohio
$87.6K
CIA
236
Cape Investment Advisory
Georgia
$87.1K
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$82.8K
GJIA
238
Glass Jacobson Investment Advisors
Maryland
$76.3K
WETS
239
Wealth Enhancement Trust Services
South Dakota
$76K
OC
240
Optima Capital
Oregon
$71.2K
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
$62.5K
AF
242
Allworth Financial
California
$49K
PFBT
243
Parkside Financial Bank & Trust
Missouri
$43.8K
HIA
244
Harbor Investment Advisory
Maryland
$43.2K
HAP
245
Harbor Asset Planning
Massachusetts
$42.6K
HBW
246
Hazlett, Burt & Watson
West Virginia
$39K
NRC
247
New Republic Capital
North Carolina
$36K
HNW
248
High Note Wealth
Minnesota
$32.8K
MWM
249
MGB Wealth Management
Texas
$29.1K
EWA
250
EverSource Wealth Advisors
Alabama
$24.5K