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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

224 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 45 funds opening new positions, 105 increasing their positions, 49 reducing their positions, and 21 closing their positions.

Holders
224
Holders Change
+18
Holders Change %
+8.74%
% of All Funds
3.01%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
45
Increased
105
Reduced
49
Closed
21
Calls
$1.49M
Puts
–
Net Calls
+$1.49M
Net Calls Change
+$1.49M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$70.3M
2
RWA
2
River Wealth Advisors
Pennsylvania
$22M
3
Wells Fargo
3
Wells Fargo
California
$58.2M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$11.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$32.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$92.7M
2
Bank of America
2
Bank of America
North Carolina
$17.9M
3
AWA
3
Archvest Wealth Advisors
California
$0
4
AWA
4
Adapt Wealth Advisors
Georgia
$0
5
HI
5
Harbour Investments
Wisconsin
$495K
Name Market Value Shares Shares
Change 		Shares
Change %
SL
26
Systelligence LLC
Minnesota
$9.49M 139,471 +6,233 +5%
Envestnet Portfolio Solutions
27
Envestnet Portfolio Solutions
Illinois
$8.88M 130,604 +8,057 +7%
GVAG
28
Great Valley Advisor Group
Delaware
$8.16M 119,950 +119,950 New
MWM
29
Meridian Wealth Management
Kentucky
$7.54M 110,849 +5,275 +5%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$7.14M 105,032 -14,422 -12%
CFG
31
Cooper Financial Group
California
$6.98M 102,655 -5,595 -5%
PWM
32
Provident Wealth Management
Tennessee
$6.83M 100,344 -69 -0.1%
PAG
33
Private Advisor Group
New Jersey
$6.61M 97,156 +848 +0.9%
UWM
34
USAdvisors Wealth Management
Minnesota
$6.08M 89,516 +6,851 +8%
SFA
35
Sequoia Financial Advisors
Ohio
$6.04M 88,846 -8,581 -9%
AWA
36
Arkadios Wealth Advisors
Georgia
$5.85M 86,042 +76,206 +775%
NA
37
NewEdge Advisors
Louisiana
$5.85M 85,977 -7,945 -8%
AFS
38
Anderson Financial Strategies
Ohio
$5.82M 85,608 -1,805 -2%
SCA
39
Snowden Capital Advisors
New York
$5.73M 84,193 +2,900 +4%
GWSG
40
GPS Wealth Strategies Group
Colorado
$5.69M 83,672 +14,556 +21%
Truist Financial
41
Truist Financial
North Carolina
$5.41M 79,549 -11,806 -13%
FA
42
Fiduciary Alliance
South Carolina
$5.34M 78,500 +13,018 +20%
TAM
43
Titleist Asset Management
Texas
$5.32M 78,203 +2,739 +4%
EWM
44
EPG Wealth Management
Georgia
$5.29M 77,780 +77,780 New
SF
45
Seros Financial
Arizona
$4.76M 70,009 +70,009 New
AAS
46
Avantax Advisory Services
Texas
$4.74M 69,685 +19,777 +40%
GWM
47
Geneos Wealth Management
Colorado
$4.72M 69,457 -61,897 -47%
MWA
48
MFA Wealth Advisors
Pennsylvania
$4.27M 62,739 +47,169 +303%
UWP
49
Uniting Wealth Partners
Kansas
$3.85M 56,648 +53,424 +1,657%
PG
50
Prostatis Group
Maryland
$3.7M 54,376 +3,140 +6%
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