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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

224 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 45 funds opening new positions, 105 increasing their positions, 49 reducing their positions, and 21 closing their positions.

Holders
224
Holders Change
+18
Holders Change %
+8.74%
% of All Funds
3.01%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
45
Increased
105
Reduced
49
Closed
21
Calls
$1.49M
Puts
–
Net Calls
+$1.49M
Net Calls Change
+$1.49M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$70.3M
2
RWA
2
River Wealth Advisors
Pennsylvania
$22M
3
Wells Fargo
3
Wells Fargo
California
$58.2M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$11.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$32.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$92.7M
2
Bank of America
2
Bank of America
North Carolina
$17.9M
3
AWA
3
Archvest Wealth Advisors
California
$0
4
AWA
4
Adapt Wealth Advisors
Georgia
$0
5
HI
5
Harbour Investments
Wisconsin
$495K
Name Market Value Shares Shares
Change 		Shares
Change %
AI
51
Atria Investments
North Carolina
$3.51M 51,651 +8,927 +21%
Citigroup
52
Citigroup
New York
$3.48M 51,156 -9,133 -15%
EH
53
Equitable Holdings
New York
$3.29M 48,374 +5,219 +12%
PCIA
54
Prime Capital Investment Advisors
Kansas
$3.2M 47,079 +2,020 +4%
Mariner
55
Mariner
Kansas
$3.1M 45,581 +884 +2%
TF
56
Theory Financial
Colorado
$3.04M 44,660 -4,839 -10%
TFS
57
Thoroughbred Financial Services
Tennessee
$2.9M 42,662 +11,539 +37%
SIS
58
Sound Income Strategies
Florida
$2.85M 41,917 +27,526 +191%
CWM
59
Congress Wealth Management
Massachusetts
$2.62M 38,524 +1,455 +4%
VA
60
VestGen Advisors
Illinois
$2.44M 35,863 +5,029 +16%
OC
61
Optima Capital
Oregon
$2.34M 34,376 +34,376 New
AA
62
ArborFi Advisors
Michigan
$2.25M 33,134 +33,134 New
RWA
63
Redhawk Wealth Advisors
Minnesota
$2.23M 32,765 +32,765 New
NWM
64
Nova Wealth Management
Florida
$2.2M 32,326 +2,336 +8%
PPWM
65
Paragon Private Wealth Management
Kentucky
$2.09M 30,698 +13,715 +81%
JCFM
66
JBR Co Financial Management
Oklahoma
$2.04M 30,053 +4,256 +16%
TWM
67
Tolleson Wealth Management
Texas
$2M 29,468 – –
PA
68
PFG Advisors
Arizona
$2M 29,445 +2,113 +8%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$1.99M 29,211 -11,469 -28%
MFG
70
Merit Financial Group
Georgia
$1.91M 28,020 +1,428 +5%
NIWA
71
New Insight Wealth Advisors
California
$1.89M 27,812 -218 -0.8%
SA
72
SFI Advisors
New Jersey
$1.88M 27,625 +7,415 +37%
FFL
73
Financial Freedom LLC
Ohio
$1.74M 25,522 +16,505 +183%
AWM
74
Accel Wealth Management
Iowa
$1.69M 24,850 +850 +4%
PS
75
Principal Securities
Iowa
$1.67M 24,497 +2,360 +11%
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