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Invesco S&P SmallCap Momentum ETF

279 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 47 funds opening new positions, 139 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 17

101% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 69

11% more funds holding

Funds holding: 251279 (+28)

9% more capital invested

Capital invested by funds: $1.4B → $1.53B (+$131M)

2.85% more ownership

Funds ownership: 71.89%74.74% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
279
Holders Change
+28
Holders Change %
+11.16%
% of All Funds
3.39%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
47
Increased
139
Reduced
69
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
276
International Assets Investment Management
Florida
$1.44K +$1.46K +20 New
TC
277
Trust Company
Kansas
$1.37K +$1.38K +19 New
Qube Research & Technologies (QRT)
278
Qube Research & Technologies (QRT)
United Kingdom
$504 -$1.91M -26,200 -100%
GWSA
279
Global Wealth Strategies & Associates
Colorado
$144 +$146 +2 New
SL
280
Systelligence LLC
Minnesota
-$4.1M -55,663 Closed
CWMGP
281
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
-$887K -12,054 Closed
JCM
282
Jacobi Capital Management
Pennsylvania
-$567K -8,601 Closed
HIIFS
283
Harel Insurance Investments & Financial Services
Israel
-$558K -7,600 Closed
CPRC
284
Consolidated Portfolio Review Corp
New York
-$542K -7,365 Closed
Renaissance Technologies
285
Renaissance Technologies
New York
-$397K -5,400 Closed
YIH
286
Y-Intercept (HK)
Hong Kong
-$277K -3,764 Closed
SG
287
StoneX Group
New York
-$247K -3,364 Closed
HI
288
Hoey Investments
Pennsylvania
-$79.5K -1,080 Closed
SIC
289
Salem Investment Counselors
North Carolina
-$68.5K -931 Closed
WT
290
Whittier Trust
California
-$66.2K -900 Closed
EDRH
291
Edmond de Rothschild Holding
Switzerland
-$55.2K -750 Closed
TRCT
292
Tower Research Capital (TRC)
New York
-$51.9K -706 Closed
ME
293
McIlrath & Eck
Washington
-$11.3K -153 Closed
GFWA
294
Grey Fox Wealth Advisors
Delaware
-$10.2K -139 Closed
AIM
295
Anchor Investment Management
South Carolina
-$6.18K -84 Closed
JWA
296
JFS Wealth Advisors
Pennsylvania
-$2.21K -30 Closed