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Invesco S&P SmallCap Momentum ETF

228 hedge funds and large institutions have $1.22B invested in Invesco S&P SmallCap Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.49M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
76
Principal Securities
Iowa
$1.67M
KWA
77
Kingswood Wealth Advisors
California
$1.62M
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$1.59M
RA
79
RFG Advisory
Alabama
$1.53M
PIA
80
Perennial Investment Advisors
California
$1.49M
LWM
81
Lodestone Wealth Management
Washington
$1.49M
IFWM
82
Institute for Wealth Management
Colorado
$1.46M
AFP
83
Ausdal Financial Partners
Iowa
$1.46M
JIC
84
Johnson Investment Counsel
Ohio
$1.45M
VFPW
85
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.45M
AF
86
Apollon Financial
South Carolina
$1.4M
MWM
87
Mascagni Wealth Management
Mississippi
$1.38M
SWM
88
Sculati Wealth Management
Michigan
$1.34M
PFT
89
Providence First Trust
Arizona
$1.31M
Betterment LLC
90
Betterment LLC
New York
$1.22M
BCI
91
Brinker Capital Investments
Pennsylvania
$1.18M
AC
92
Anson Capital
Georgia
$1.16M
KCM
93
Kendall Capital Management
Maryland
$1.16M
FTS
94
Fifth Third Securities
Ohio
$1.08M
CWM
95
Comprehensive Wealth Management
Washington
$1.08M
SPIA
96
Steward Partners Investment Advisory
New York
$1.07M
SPC
97
Sigma Planning Corp
Michigan
$1.04M
MW
98
Maia Wealth
Colorado
$1.03M
LTL
99
Lowery Thomas LLC
California
$1.02M
IWC
100
Integrated Wealth Concepts
Massachusetts
$1.01M