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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
NA
51
NewEdge Advisors
Louisiana
$5.97M -$550K -7,552 -8%
SF
52
Seros Financial
Arizona
$5.63M +$194K +2,665 +4%
PG
53
Prostatis Group
Maryland
$5.51M +$724K +9,947 +15%
AI
54
Atria Investments
North Carolina
$5.43M +$176K +2,413 +3%
GWM
55
Geneos Wealth Management
Colorado
$4.69M +$209K +2,872 +5%
MWA
56
MFA Wealth Advisors
Pennsylvania
$4.69M +$109K +1,492 +2%
FA
57
Fiduciary Alliance
South Carolina
$4.66M +$191K +2,625 +4%
RWA
58
Redhawk Wealth Advisors
Minnesota
$4.52M +$2.03M +27,816 +80%
SIM
59
Seaview Investment Managers
Florida
$4.22M +$3.11M +42,750 +270%
MFG
60
Marmo Financial Group
Tennessee
$4M -$247K -3,396 -6%
Citigroup
61
Citigroup
New York
$3.99M +$187K +2,566 +5%
TF
62
Theory Financial
Colorado
$3.67M -$249K -3,417 -7%
TFS
63
Thoroughbred Financial Services
Tennessee
$3.62M +$325K +4,462 +10%
PCIA
64
Prime Capital Investment Advisors
Kansas
$3.48M +$28.7K +394 +0.8%
FFL
65
Financial Freedom LLC
Ohio
$3.34M +$201K +2,755 +6%
OWG
66
Oxford Wealth Group
Florida
$3.23M +$3.27M +44,857 New
TAM
67
Titleist Asset Management
Texas
$3.18M +$118K +1,626 +4%
NWM
68
Nova Wealth Management
Florida
$3.09M +$564K +7,750 +22%
NWMP
69
Noble Wealth Management PBC
Colorado
$2.68M -$156K -2,145 -5%
BPA
70
Beacon Pointe Advisors
California
$2.51M +$459K +6,308 +22%
AA
71
ArborFi Advisors
Michigan
$2.46M -$15.9K -219 -0.6%
IWC
72
Integrated Wealth Concepts
Massachusetts
$2.46M -$313K -4,301 -11%
PPWM
73
Paragon Private Wealth Management
Kentucky
$2.37M -$40K -550 -2%
NMG
74
New Millennium Group
Utah
$2.31M -$51K -701 -2%
MWM
75
Mascagni Wealth Management
Mississippi
$2.25M +$219K +3,006 +11%