XSMO icon

Invesco S&P SmallCap Momentum ETF

244 hedge funds and large institutions have $1.37B invested in Invesco S&P SmallCap Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 124 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$228K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UW
126
Unique Wealth
Florida
$832K
WWA
127
WCG Wealth Advisors
Nevada
$829K
CW
128
CreativeOne Wealth
Kansas
$808K
Ameriprise
129
Ameriprise
Minnesota
$792K
TCOT
130
Trust Company of Toledo
Ohio
$788K
WA
131
Waverly Advisors
Alabama
$774K
SWM
132
Sculati Wealth Management
Michigan
$761K
UBS Group
133
UBS Group
Switzerland
$757K
IAA
134
Independent Advisor Alliance
North Carolina
$744K
S4W
135
Solutions 4 Wealth
Texas
$722K
AWM
136
Axxcess Wealth Management
California
$718K
CRI
137
Colonial River Investments
Virginia
$718K
RWP
138
RWA Wealth Partners
Massachusetts
$713K
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$703K
IWM
140
IHT Wealth Management
Illinois
$686K
SEP
141
Southland Equity Partners
Missouri
$677K
CPIG
142
Chicago Partners Investment Group
Illinois
$636K
CF
143
Centaurus Financial
California
$611K
IA
144
IFG Advisory
Georgia
$599K
CWM
145
Cornerstone Wealth Management
Missouri
$587K
JCM
146
Jacobi Capital Management
Pennsylvania
$567K
TC
147
Trilogy Capital
California
$566K
RTC
148
Real Talk Capital
Tennessee
$560K
HIIFS
149
Harel Insurance Investments & Financial Services
Israel
$558K
CA
150
Calton & Associates
Florida
$552K