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Invesco S&P SmallCap Momentum ETF

279 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 47 funds opening new positions, 139 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 17

101% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 69

11% more funds holding

Funds holding: 251279 (+28)

9% more capital invested

Capital invested by funds: $1.4B → $1.53B (+$131M)

2.85% more ownership

Funds ownership: 71.89%74.74% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
279
Holders Change
+28
Holders Change %
+11.16%
% of All Funds
3.39%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
47
Increased
139
Reduced
69
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
101
Lodestone Wealth Management
Washington
$1.57M -$39.8K -547 -2%
GWSG
102
GPS Wealth Strategies Group
Colorado
$1.51M -$4.49M -61,706 -75%
AWM
103
Accel Wealth Management
Iowa
$1.49M -$4.73K -65 -0.3%
IFWM
104
Institute for Wealth Management
Colorado
$1.48M -$39.3K -540 -3%
DAS
105
Dynamic Advisor Solutions
Arizona
$1.48M +$975K +13,388 +187%
VFPW
106
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.45M -$20K -275 -1%
BJF
107
Blue Jean Financial
New York
$1.41M +$1.43M +19,650 New
VT
108
Vise Technologies
New York
$1.36M +$377K +5,174 +38%
SPC
109
Sigma Planning Corp
Michigan
$1.31M +$118K +1,625 +10%
EH
110
Equitable Holdings
New York
$1.3M -$2.63M -36,135 -67%
BIG
111
Brookwood Investment Group
Arizona
$1.25M +$1.27M +17,426 New
AF
112
Aldebaran Financial
$1.24M +$316K +4,344 +34%
CPIG
113
Chicago Partners Investment Group
Illinois
$1.23M +$536K +7,357 +85%
KCM
114
Kendall Capital Management
Maryland
$1.22M
AC
115
Anson Capital
Georgia
$1.19M -$57.1K -784 -5%
Betterment LLC
116
Betterment LLC
New York
$1.18M -$20.3K -279 -2%
ATC
117
Argent Trust Co
Tennessee
$1.17M +$1.19M +16,282 New
LTL
118
Lowery Thomas LLC
California
$1.16M +$34K +467 +3%
OPWM
119
Oxinas Partners Wealth Management
Indiana
$1.12M +$61.6K +846 +6%
MW
120
Members Wealth
Pennsylvania
$1.09M +$33.9K +466 +3%
KAS
121
Kestra Advisory Services
Texas
$1.08M +$60.4K +830 +6%
SFS
122
Sowell Financial Services
Arkansas
$1.08M +$257K +3,525 +31%
IC
123
Inscription Capital
Texas
$1.04M +$1.53K +21 +0.1%
JIR
124
James Investment Research
Ohio
$1.04M +$116K +1,587 +12%
Comerica Bank
125
Comerica Bank
Texas
$1.03M -$9.1K -125 -0.9%