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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
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$7.37K -$8.02K -104 -52%
RFP
277
Root Financial Partners
California
$7.07K
Bessemer Group
278
Bessemer Group
New Jersey
$7K +$6.63K +86 New
IWS
279
Intentional Wealth Strategies
Colorado
$6.99K +$7.1K +92 New
PA
280
Parallel Advisors
California
$6.84K +$6.94K +90 New
KFAS
281
Keating Financial Advisory Services
Kansas
$6.08K +$6.17K +80 New
CFO
282
CVA Family Office
Colorado
$5.7K +$5.79K +75 New
FDW
283
Fourth Dimension Wealth
Ohio
$5.17K +$5.25K +68 New
ACA
284
Aptus Capital Advisors
Alabama
$4.87K +$4.94K +64 New
GWANC
285
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.87K +$4.94K +64 New
SWM
286
Spire Wealth Management
Virginia
$4.18K
SFG
287
Strive Financial Group
Indiana
$4K
FWP
288
FAS Wealth Partners
Kansas
$2.81K -$617 -8 -18%
FCAS
289
First Command Advisory Services
Texas
$2.74K +$2.78K +36 New
VAI
290
Vanguard Advisers Inc
Pennsylvania
$2.36K +$2.39K +31 New
MMCM
291
Murphy & Mullick Capital Management
New York
$1.9K
SWM
292
SHP Wealth Management
Massachusetts
$1.82K +$1.85K +24 New
KCM
293
Key Capital Management
Tennessee
$1.75K +$1.77K +23 New
IAIM
294
International Assets Investment Management
Florida
$1.54K
TC
295
Trust Company
Kansas
$1.45K
Janney Montgomery Scott
296
Janney Montgomery Scott
Pennsylvania
-$18.8M -261,483 Closed
Susquehanna International Group
297
Susquehanna International Group
Pennsylvania
-$1.8M -24,960 Closed
BIG
298
Brookwood Investment Group
Arizona
-$1.25M -17,426 Closed
Citadel Advisors
299
Citadel Advisors
Florida
-$780K -10,831 Closed
AWM
300
Axxcess Wealth Management
California
-$758K -10,520 Closed