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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

206 hedge funds and large institutions have $975M invested in Invesco S&P SmallCap Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+5
Holders Change %
+2.49%
% of All Funds
2.8%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
37
Increased
93
Reduced
51
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWA
Gratus Wealth Advisors
Virginia
+$29.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$23.1M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$13.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$11.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.1M

Top Sellers

1
SPIA
Steward Partners Investment Advisory
New York
-$30.4M
2
Morgan Stanley
Morgan Stanley
New York
-$20.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$16.7M
4
UWP
Uniting Wealth Partners
Kansas
-$5.53M
5
Citigroup
Citigroup
New York
-$5.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
26
Cooper Financial Group
California
$6.79M +$260K +4,147 +4%
MWM
27
Meridian Wealth Management
Kentucky
$6.62M -$41.6K -663 -0.6%
PWM
28
Provident Wealth Management
Tennessee
$6.3M +$296K +4,725 +5%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$6.13M +$1.8M +29,639 +42%
SFA
30
Sequoia Financial Advisors
Ohio
$6.11M +$296K +4,718 +5%
PAG
31
Private Advisor Group
New Jersey
$6.04M -$862K -13,732 -12%
NA
32
NewEdge Advisors
Louisiana
$5.89M +$2.82M +44,923 +92%
Truist Financial
33
Truist Financial
North Carolina
$5.73M -$1.04M -16,622 -15%
AFS
34
Anderson Financial Strategies
Ohio
$5.49M +$719K +11,466 +15%
UWM
35
USAdvisors Wealth Management
Minnesota
$5.19M +$764K +12,179 +17%
SCA
36
Snowden Capital Advisors
New York
$5.1M +$668K +10,649 +15%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$5.03M -$3.95M -62,893 -44%
AWA
38
Archvest Wealth Advisors
California
$4.84M +$4.84M +77,091 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$4.81M +$4.81M +76,725 New
AWA
40
Adapt Wealth Advisors
Georgia
$4.77M +$343K +5,459 +8%
TAM
41
Titleist Asset Management
Texas
$4.74M +$83.8K +1,335 +2%
HI
42
Harbour Investments
Wisconsin
$4.51M -$2.27M -36,177 -33%
GWSG
43
GPS Wealth Strategies Group
Colorado
$4.34M +$476K +7,580 +12%
SMC
44
Smith, Moore & Co
Missouri
$4.16M -$40K -637 -1%
FA
45
Fiduciary Alliance
South Carolina
$4.11M +$2.1M +33,537 +105%
Citigroup
46
Citigroup
New York
$3.78M -$5.12M -81,522 -57%
Citadel Advisors
47
Citadel Advisors
Florida
$3.43M +$3.43M +54,730 New
PG
48
Prostatis Group
Maryland
$3.22M +$887K +14,132 +38%
AAS
49
Avantax Advisory Services
Texas
$3.13M +$595K +9,482 +23%
TF
50
Theory Financial
Colorado
$3.11M +$20K +318 +0.6%
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