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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 %
KA
101
Kozak & Associates
Colorado
$973K -$73.9K -1,070 -7%
VT
102
Vise Technologies
New York
$971K +$971K +14,268 New
WCM
103
Wealthcare Capital Management
Virginia
$968K +$968K +14,236 New
Comerica Bank
104
Comerica Bank
Texas
$947K +$28.8K +424 +3%
BCG
105
Breakwater Capital Group
New Jersey
$921K +$66.3K +975 +8%
WWM
106
Western Wealth Management
Colorado
$891K -$17.5K -258 -2%
Cerity Partners
107
Cerity Partners
New York
$818K +$818K +12,023 New
AWM
108
Axxcess Wealth Management
California
$803K +$803K +11,800 New
MOS
109
MGO One Seven
Ohio
$797K +$170K +2,495 +27%
SA
110
Sovran Advisors
California
$766K +$4.03K +59 +0.5%
JIR
111
James Investment Research
Ohio
$758K +$59K +867 +8%
GSWM
112
Golden State Wealth Management
California
$757K +$103K +1,519 +16%
CW
113
CreativeOne Wealth
Kansas
$747K +$330K +4,845 +79%
WWA
114
WCG Wealth Advisors
Nevada
$739K +$739K +10,863 New
AF
115
Aldebaran Financial
$727K -$12.6K -185 -2%
TCOT
116
Trust Company of Toledo
Ohio
$685K +$685K +10,070 New
S4W
117
Solutions 4 Wealth
Texas
$667K +$476 +7 +0.1%
RWP
118
RWA Wealth Partners
Massachusetts
$655K -$461K -6,778 -41%
JWCA
119
J.W. Cole Advisors
Florida
$655K +$67.7K +996 +12%
WAP
120
Wealthcare Advisory Partners
Pennsylvania
$652K +$652K +9,591 New
Ameriprise
121
Ameriprise
Minnesota
$640K +$45.2K +665 +8%
GLA
122
Good Life Advisors
Pennsylvania
$611K +$8.57K +126 +1%
SFS
123
Sowell Financial Services
Arkansas
$595K +$595K +8,753 New
IAA
124
Independent Advisor Alliance
North Carolina
$578K +$325K +4,782 +129%
BEI
125
Benjamin Edwards Inc
Missouri
$573K -$62.6K -921 -10%
3 4
5
6 7