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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 %
NWMP
51
Noble Wealth Management PBC
Colorado
$3.06M +$488K +7,779 +19%
SWM
52
Sculati Wealth Management
Michigan
$3.04M +$48.4K +771 +2%
CWMGP
53
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.93M +$1.7M +27,061 +138%
PCIA
54
Prime Capital Investment Advisors
Kansas
$2.83M +$287K +4,575 +11%
Mariner
55
Mariner
Kansas
$2.8M +$240K +3,819 +9%
EH
56
Equitable Holdings
New York
$2.71M +$569K +9,072 +27%
AI
57
Atria Investments
North Carolina
$2.68M +$1.56M +24,874 +139%
CAM
58
Cobblestone Asset Management
Virginia
$2.57M +$336K +5,360 +15%
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$2.55M +$641K +10,212 +34%
CWM
60
Congress Wealth Management
Massachusetts
$2.33M +$2.33M +37,069 New
IA
61
IFG Advisory
Georgia
$2.03M +$640K +10,205 +46%
MIM
62
Marshall Investment Management
Colorado
$1.96M -$146K -2,320 -7%
TFS
63
Thoroughbred Financial Services
Tennessee
$1.95M +$403K +6,422 +26%
VA
64
VestGen Advisors
Illinois
$1.93M +$1.93M +30,834 New
NWM
65
Nova Wealth Management
Florida
$1.88M +$504K +8,032 +37%
RA
66
RFG Advisory
Alabama
$1.87M -$1.53M -24,460 -45%
TWM
67
Tolleson Wealth Management
Texas
$1.85M – – –
KWA
68
Kingswood Wealth Advisors
California
$1.79M +$686K +10,925 +62%
NIWA
69
New Insight Wealth Advisors
California
$1.76M +$585K +9,319 +50%
PA
70
PFG Advisors
Arizona
$1.72M +$24K +383 +1%
MFG
71
Merit Financial Group
Georgia
$1.67M -$146K -2,322 -8%
JCFM
72
JBR Co Financial Management
Oklahoma
$1.62M +$448K +7,141 +38%
AWM
73
Accel Wealth Management
Iowa
$1.51M +$264K +4,207 +21%
PS
74
Principal Securities
Iowa
$1.46M – – –
JIC
75
Johnson Investment Counsel
Ohio
$1.43M – – –
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