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Invesco S&P SmallCap Momentum ETF

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
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
76
Lodestone Wealth Management
Washington
$1.42M
TCWM
77
Total Clarity Wealth Management
Illinois
$1.42M
IFWM
78
Institute for Wealth Management
Colorado
$1.34M
AFP
79
Ausdal Financial Partners
Iowa
$1.34M
SA
80
SFI Advisors
New Jersey
$1.27M
VFPW
81
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.23M
IA
82
Integrity Alliance
Iowa
$1.22M
AC
83
Anson Capital
Georgia
$1.18M
MWM
84
Mascagni Wealth Management
Mississippi
$1.17M
AF
85
Apollon Financial
South Carolina
$1.13M
Betterment LLC
86
Betterment LLC
New York
$1.1M
FWM
87
FLP Wealth Management
Arkansas
$1.09M
PPWM
88
Paragon Private Wealth Management
Kentucky
$1.07M
RWP
89
RWA Wealth Partners
Massachusetts
$1.03M
LTL
90
Lowery Thomas LLC
California
$1.02M
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$1.01M
SPC
92
Sigma Planning Corp
Michigan
$1M
OPS
93
Orion Portfolio Solutions
Nebraska
$999K
BCI
94
Brinker Capital Investments
Pennsylvania
$999K
MWA
95
MFA Wealth Advisors
Pennsylvania
$977K
FTS
96
Fifth Third Securities
Ohio
$962K
TRCT
97
Tower Research Capital (TRC)
New York
$904K
SIS
98
Sound Income Strategies
Florida
$903K
KA
99
Kozak & Associates
Colorado
$898K
PFT
100
Providence First Trust
Arizona
$892K