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Invesco S&P SmallCap Momentum ETF

275 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 45 funds opening new positions, 136 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
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
Mariner
26
Mariner
Kansas
$13.7M
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$13.3M
NIA
28
NBZ Investment Advisors
Tennessee
$12.6M
MWM
29
Meridian Wealth Management
Kentucky
$11.8M
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$11.3M
MML Investors Services
31
MML Investors Services
Massachusetts
$10.9M
SFA
32
Sequoia Financial Advisors
Ohio
$10.5M
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$10.1M
SIS
34
Sound Income Strategies
Florida
$9.88M
VA
35
VestGen Advisors
Illinois
$8.11M
GVAG
36
Great Valley Advisor Group
Delaware
$7.83M
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$7.78M
KWM
38
Kingsview Wealth Management
Oregon
$7.68M
ICMM
39
Integrated Capital Management (Michigan)
Michigan
$7.62M
UWM
40
USAdvisors Wealth Management
Minnesota
$7.55M
PWM
41
Provident Wealth Management
Tennessee
$7.43M
PAG
42
Private Advisor Group
New Jersey
$7.26M
CFG
43
Cooper Financial Group
California
$7.12M
AWA
44
Arkadios Wealth Advisors
Georgia
$6.81M
RA
45
RFG Advisory
Alabama
$6.71M
SA
46
Sanctuary Advisors
Indiana
$6.65M
SCA
47
Snowden Capital Advisors
New York
$6.55M
Truist Financial
48
Truist Financial
North Carolina
$6.55M
EWM
49
EPG Wealth Management
Georgia
$6.38M
AFS
50
Anderson Financial Strategies
Ohio
$6.15M