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Invesco S&P SmallCap Momentum ETF

279 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 47 funds opening new positions, 139 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 17

101% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 69

11% more funds holding

Funds holding: 251279 (+28)

9% more capital invested

Capital invested by funds: $1.4B → $1.53B (+$131M)

2.85% more ownership

Funds ownership: 71.89%74.74% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
279
Holders Change
+28
Holders Change %
+11.16%
% of All Funds
3.39%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
47
Increased
139
Reduced
69
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$13.7M +$10.2M +139,695 +274%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$13.3M -$1.99M -27,317 -13%
NIA
28
NBZ Investment Advisors
Tennessee
$12.6M +$908K +12,476 +8%
MWM
29
Meridian Wealth Management
Kentucky
$11.8M +$2.52M +34,642 +27%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$11.3M -$3.86M -53,019 -25%
MML Investors Services
31
MML Investors Services
Massachusetts
$10.9M +$1.06M +14,552 +11%
SFA
32
Sequoia Financial Advisors
Ohio
$10.5M +$4.26M +58,483 +67%
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$10.1M +$371K +5,095 +4%
SIS
34
Sound Income Strategies
Florida
$9.88M +$3.85M +52,897 +71%
VA
35
VestGen Advisors
Illinois
$8.11M +$4.43M +60,886 +118%
GVAG
36
Great Valley Advisor Group
Delaware
$7.83M -$1.46M -20,017 -16%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$7.78M -$8.33M -114,419 -51%
KWM
38
Kingsview Wealth Management
Oregon
$7.68M +$2.33M +31,978 +43%
ICMM
39
Integrated Capital Management (Michigan)
Michigan
$7.62M +$273K +3,751 +4%
UWM
40
USAdvisors Wealth Management
Minnesota
$7.55M +$537K +7,373 +8%
PWM
41
Provident Wealth Management
Tennessee
$7.43M +$167K +2,289 +2%
PAG
42
Private Advisor Group
New Jersey
$7.26M +$1.61M +22,048 +28%
CFG
43
Cooper Financial Group
California
$7.12M -$92K -1,264 -1%
AWA
44
Arkadios Wealth Advisors
Georgia
$6.81M -$54.5K -749 -0.8%
RA
45
RFG Advisory
Alabama
$6.71M +$1.02M +14,053 +18%
SA
46
Sanctuary Advisors
Indiana
$6.65M +$276K +3,785 +4%
SCA
47
Snowden Capital Advisors
New York
$6.55M +$342K +4,702 +5%
Truist Financial
48
Truist Financial
North Carolina
$6.55M +$25.8K +355 +0.4%
EWM
49
EPG Wealth Management
Georgia
$6.38M +$66.3K +910 +1%
AFS
50
Anderson Financial Strategies
Ohio
$6.15M +$187K +2,564 +3%