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Invesco S&P SmallCap Momentum ETF

250 hedge funds and large institutions have $1.4B invested in Invesco S&P SmallCap Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 127 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
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
$228K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
26
Envestnet Portfolio Solutions
Illinois
$9.97M
MWM
27
Meridian Wealth Management
Kentucky
$9.52M
GVAG
28
Great Valley Advisor Group
Delaware
$9.48M
ICMM
29
Integrated Capital Management (Michigan)
Michigan
$7.56M
PWM
30
Provident Wealth Management
Tennessee
$7.42M
CFG
31
Cooper Financial Group
California
$7.37M
UWM
32
USAdvisors Wealth Management
Minnesota
$7.17M
AWA
33
Arkadios Wealth Advisors
Georgia
$7.01M
Truist Financial
34
Truist Financial
North Carolina
$6.66M
NA
35
NewEdge Advisors
Louisiana
$6.65M
SA
36
Sanctuary Advisors
Indiana
$6.52M
EWM
37
EPG Wealth Management
Georgia
$6.46M
SFA
38
Sequoia Financial Advisors
Ohio
$6.43M
SCA
39
Snowden Capital Advisors
New York
$6.35M
AFS
40
Anderson Financial Strategies
Ohio
$6.1M
GWSG
41
GPS Wealth Strategies Group
Colorado
$6.09M
RA
42
RFG Advisory
Alabama
$5.82M
PAG
43
Private Advisor Group
New Jersey
$5.8M
SF
44
Seros Financial
Arizona
$5.56M
KWM
45
Kingsview Wealth Management
Oregon
$5.49M
SIS
46
Sound Income Strategies
Florida
$5.43M
AI
47
Atria Investments
North Carolina
$5.37M
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$5.15M
PG
49
Prostatis Group
Maryland
$4.89M
MWA
50
MFA Wealth Advisors
Pennsylvania
$4.68M