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

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$92.7M
2
Bank of America
Bank of America
North Carolina
$17.9M
3
AWA
Archvest Wealth Advisors
California
$0
4
AWA
Adapt Wealth Advisors
Georgia
$0
5
HI
Harbour Investments
Wisconsin
$495K
Name Holding Trade Value Shares
Change 		Shares
Change %
KWA
76
Kingswood Wealth Advisors
California
$1.62M -$312K -4,586 -16%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$1.59M -$3.63M -53,299 -69%
RA
78
RFG Advisory
Alabama
$1.53M -$497K -7,310 -24%
PIA
79
Perennial Investment Advisors
California
$1.49M +$579K +8,518 +63%
LWM
80
Lodestone Wealth Management
Washington
$1.49M -$51.9K -763 -3%
IFWM
81
Institute for Wealth Management
Colorado
$1.46M +$3.4K +50 +0.2%
AFP
82
Ausdal Financial Partners
Iowa
$1.46M +$748 +11 +0.1%
JIC
83
Johnson Investment Counsel
Ohio
$1.45M -$92.5K -1,360 -6%
VFPW
84
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.45M +$113K +1,665 +8%
AF
85
Apollon Financial
South Carolina
$1.4M +$176K +2,586 +14%
MWM
86
Mascagni Wealth Management
Mississippi
$1.38M +$117K +1,715 +9%
SWM
87
Sculati Wealth Management
Michigan
$1.34M -$1.96M -28,802 -59%
PFT
88
Providence First Trust
Arizona
$1.31M +$345K +5,077 +36%
Betterment LLC
89
Betterment LLC
New York
$1.22M +$31K +456 +3%
BCI
90
Brinker Capital Investments
Pennsylvania
$1.18M +$94.8K +1,394 +9%
AC
91
Anson Capital
Georgia
$1.16M -$119K -1,753 -9%
KCM
92
Kendall Capital Management
Maryland
$1.16M +$1.16M +17,000 New
FTS
93
Fifth Third Securities
Ohio
$1.08M +$38.8K +571 +4%
CWM
94
Comprehensive Wealth Management
Washington
$1.08M +$185K +2,718 +21%
SPIA
95
Steward Partners Investment Advisory
New York
$1.07M +$907K +13,335 +561%
SPC
96
Sigma Planning Corp
Michigan
$1.04M -$49.7K -730 -5%
MW
97
Maia Wealth
Colorado
$1.03M +$284K +4,178 +38%
LTL
98
Lowery Thomas LLC
California
$1.02M -$80.2K -1,179 -7%
IWC
99
Integrated Wealth Concepts
Massachusetts
$1.01M +$1.01M +14,791 New
IC
100
Inscription Capital
Texas
$978K +$978K +14,383 New
2 3
4
5 6