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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

226 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 46 funds opening new positions, 105 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+20
Holders Change %
+9.71%
% of All Funds
3.03%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
46
Increased
105
Reduced
50
Closed
21
Calls
$1.49M
Puts
–
Net Calls
+$1.49M
Net Calls Change
+$1.49M

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$42.7M
2
RWA
River Wealth Advisors
Pennsylvania
+$22M
3
Wells Fargo
Wells Fargo
California
+$19.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$11.4M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$11.3M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$16.5M
2
Bank of America
Bank of America
North Carolina
-$7.07M
3
AWA
Archvest Wealth Advisors
California
-$4.84M
4
AWA
Adapt Wealth Advisors
Georgia
-$4.77M
5
HI
Harbour Investments
Wisconsin
-$4.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
26
Systelligence LLC
Minnesota
$9.49M +$424K +6,233 +5%
Envestnet Portfolio Solutions
27
Envestnet Portfolio Solutions
Illinois
$8.88M +$548K +8,057 +7%
GVAG
28
Great Valley Advisor Group
Delaware
$8.16M +$8.16M +119,950 New
MWM
29
Meridian Wealth Management
Kentucky
$7.54M +$359K +5,275 +5%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$7.14M -$981K -14,422 -12%
CFG
31
Cooper Financial Group
California
$6.98M -$381K -5,595 -5%
PWM
32
Provident Wealth Management
Tennessee
$6.83M -$4.69K -69 -0.1%
PAG
33
Private Advisor Group
New Jersey
$6.61M +$57.7K +848 +0.9%
UWM
34
USAdvisors Wealth Management
Minnesota
$6.08M +$466K +6,851 +8%
SFA
35
Sequoia Financial Advisors
Ohio
$6.04M -$584K -8,581 -9%
AWA
36
Arkadios Wealth Advisors
Georgia
$5.85M +$5.18M +76,206 +775%
NA
37
NewEdge Advisors
Louisiana
$5.85M -$540K -7,945 -8%
AFS
38
Anderson Financial Strategies
Ohio
$5.82M -$123K -1,805 -2%
SCA
39
Snowden Capital Advisors
New York
$5.73M +$197K +2,900 +4%
GWSG
40
GPS Wealth Strategies Group
Colorado
$5.69M +$990K +14,556 +21%
Truist Financial
41
Truist Financial
North Carolina
$5.41M -$803K -11,806 -13%
FA
42
Fiduciary Alliance
South Carolina
$5.34M +$885K +13,018 +20%
TAM
43
Titleist Asset Management
Texas
$5.32M +$186K +2,739 +4%
EWM
44
EPG Wealth Management
Georgia
$5.29M +$5.29M +77,780 New
SF
45
Seros Financial
Arizona
$4.76M +$4.76M +70,009 New
AAS
46
Avantax Advisory Services
Texas
$4.74M +$1.35M +19,777 +40%
GWM
47
Geneos Wealth Management
Colorado
$4.72M -$4.21M -61,897 -47%
MWA
48
MFA Wealth Advisors
Pennsylvania
$4.27M +$3.21M +47,169 +303%
UWP
49
Uniting Wealth Partners
Kansas
$3.85M +$3.63M +53,424 +1,657%
PG
50
Prostatis Group
Maryland
$3.7M +$214K +3,140 +6%
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