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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

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
+5
Holders Change %
+2.49%
% of All Funds
2.8%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
37
Increased
93
Reduced
51
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWA
Gratus Wealth Advisors
Virginia
+$29.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$23.1M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$13.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$11.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.1M

Top Sellers

1
SPIA
Steward Partners Investment Advisory
New York
-$30.4M
2
Morgan Stanley
Morgan Stanley
New York
-$20.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$16.7M
4
UWP
Uniting Wealth Partners
Kansas
-$5.53M
5
Citigroup
Citigroup
New York
-$5.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
101
Comerica Bank
Texas
$847K -$295K -4,700 -26%
PIA
102
Perennial Investment Advisors
California
$843K +$843K +13,429 New
WWM
103
Western Wealth Management
Colorado
$839K +$8.41K +134 +1%
CWM
104
Comprehensive Wealth Management
Washington
$827K +$130K +2,069 +19%
BCG
105
Breakwater Capital Group
New Jersey
$789K +$789K +12,566 New
QC
106
Quadrature Capital
United Kingdom
$756K +$49.9K +795 +7%
FAIM
107
Financial Advocates Investment Management
Washington
$705K +$327K +5,218 +87%
EFL
108
ERn Financial LLC
Wisconsin
$690K -$14.7K -234 -2%
AF
109
Aldebaran Financial
$682K +$68.7K +1,095 +11%
ASN
110
Advisory Services Network
Georgia
$662K -$92.3K -1,471 -12%
SA
111
Sovran Advisors
California
$658K +$337K +5,709 +105%
MW
112
Maia Wealth
Colorado
$654K +$24.4K +411 +4%
JIR
113
James Investment Research
Ohio
$645K +$114K +1,824 +22%
AWA
114
Arkadios Wealth Advisors
Georgia
$617K +$38.1K +607 +7%
S4W
115
Solutions 4 Wealth
Texas
$615K +$816 +13 +0.1%
GSWM
116
Golden State Wealth Management
California
$603K +$107K +1,710 +22%
BEI
117
Benjamin Edwards Inc
Missouri
$587K -$243K -3,874 -29%
MOS
118
MGO One Seven
Ohio
$579K +$254K +4,053 +78%
FFL
119
Financial Freedom LLC
Ohio
$566K +$444K +7,069 +363%
GLA
120
Good Life Advisors
Pennsylvania
$556K +$134K +2,137 +32%
Ameriprise
121
Ameriprise
Minnesota
$549K -$208K -3,320 -28%
JWCA
122
J.W. Cole Advisors
Florida
$541K +$163K +2,600 +43%
MW
123
Members Wealth
Pennsylvania
$541K +$48.6K +774 +10%
Marshall Wace
124
Marshall Wace
United Kingdom
$540K +$540K +8,600 New
Focus Partners Wealth
125
Focus Partners Wealth
Massachusetts
$539K +$539K +8,582 New
3 4
5
6 7