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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 %
AI
51
Atria Investments
North Carolina
$3.51M +$607K +8,927 +21%
Citigroup
52
Citigroup
New York
$3.48M -$621K -9,133 -15%
EH
53
Equitable Holdings
New York
$3.29M +$355K +5,219 +12%
PCIA
54
Prime Capital Investment Advisors
Kansas
$3.2M +$137K +2,020 +4%
Mariner
55
Mariner
Kansas
$3.1M +$60.1K +884 +2%
TF
56
Theory Financial
Colorado
$3.04M -$329K -4,839 -10%
TFS
57
Thoroughbred Financial Services
Tennessee
$2.9M +$785K +11,539 +37%
SIS
58
Sound Income Strategies
Florida
$2.85M +$1.87M +27,526 +191%
CWM
59
Congress Wealth Management
Massachusetts
$2.62M +$99K +1,455 +4%
VA
60
VestGen Advisors
Illinois
$2.44M +$342K +5,029 +16%
OC
61
Optima Capital
Oregon
$2.34M +$2.34M +34,376 New
AA
62
ArborFi Advisors
Michigan
$2.25M +$2.25M +33,134 New
RWA
63
Redhawk Wealth Advisors
Minnesota
$2.23M +$2.23M +32,765 New
NWM
64
Nova Wealth Management
Florida
$2.2M +$159K +2,336 +8%
PPWM
65
Paragon Private Wealth Management
Kentucky
$2.09M +$933K +13,715 +81%
JCFM
66
JBR Co Financial Management
Oklahoma
$2.04M +$289K +4,256 +16%
TWM
67
Tolleson Wealth Management
Texas
$2M – – –
PA
68
PFG Advisors
Arizona
$2M +$144K +2,113 +8%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$1.99M -$780K -11,469 -28%
MFG
70
Merit Financial Group
Georgia
$1.91M +$97.1K +1,428 +5%
NIWA
71
New Insight Wealth Advisors
California
$1.89M -$14.8K -218 -0.8%
SA
72
SFI Advisors
New Jersey
$1.88M +$504K +7,415 +37%
FFL
73
Financial Freedom LLC
Ohio
$1.74M +$1.12M +16,505 +183%
AWM
74
Accel Wealth Management
Iowa
$1.69M +$57.8K +850 +4%
PS
75
Principal Securities
Iowa
$1.67M +$161K +2,360 +11%
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