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Invesco S&P SmallCap Momentum ETF

275 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 45 funds opening new positions, 136 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
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
CICC
76
Capital Investment Counsel (Colorado)
Colorado
$2.25M
BMWM
77
Brown Miller Wealth Management
Virginia
$2.24M
UBS Group
78
UBS Group
Switzerland
$2.2M
PA
79
PFG Advisors
Arizona
$2.18M
JCFM
80
JBR Co Financial Management
Oklahoma
$2.18M
TWM
81
Tolleson Wealth Management
Texas
$2.12M
PIA
82
Perennial Investment Advisors
California
$2.06M
NIWA
83
New Insight Wealth Advisors
California
$2.01M
IA
84
Integrity Alliance
Iowa
$1.98M
MIM
85
Marshall Investment Management
Colorado
$1.96M
OC
86
Oppenheimer & Co
New York
$1.95M
SPIA
87
Steward Partners Investment Advisory
New York
$1.93M
AF
88
Apollon Financial
South Carolina
$1.92M
MFG
89
Merit Financial Group
Georgia
$1.91M
PFT
90
Providence First Trust
Arizona
$1.9M
SA
91
SFI Advisors
New Jersey
$1.86M
KWA
92
Kingswood Wealth Advisors
California
$1.84M
PWA
93
Perspective Wealth Advisors
Colorado
$1.83M
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$1.8M
PS
95
Principal Securities
Iowa
$1.79M
AFP
96
Ausdal Financial Partners
Iowa
$1.69M
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$1.64M
CWM
98
Comprehensive Wealth Management
Washington
$1.63M
GWM
99
Greenline Wealth Management
Florida
$1.61M
JIC
100
Johnson Investment Counsel
Ohio
$1.6M