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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 %
UW
126
Unique Wealth
Florida
$562K +$255K +3,747 +83%
HIIFS
127
Harel Insurance Investments & Financial Services
Israel
$544K – – –
CF
128
Centaurus Financial
California
$543K +$4.35K +64 +0.8%
TRCT
129
Tower Research Capital (TRC)
New York
$535K -$446K -6,554 -45%
BIG
130
Brookwood Investment Group
Arizona
$533K +$533K +7,835 New
RTC
131
Real Talk Capital
Tennessee
$531K +$67.9K +998 +15%
CA
132
Calton & Associates
Florida
$521K +$2.18K +32 +0.4%
HighTower Advisors
133
HighTower Advisors
Illinois
$514K +$13.5K +198 +3%
AAS
134
Ameritas Advisory Services
Nebraska
$511K +$511K +7,514 New
DAS
135
Dynamic Advisor Solutions
Arizona
$503K +$190K +2,797 +61%
HI
136
Harbour Investments
Wisconsin
$495K -$4.4M -64,660 -90%
CPRC
137
Consolidated Portfolio Review Corp
New York
$495K +$14.4K +212 +3%
CIS
138
Custom Index Systems
New York
$494K +$206K +3,034 +72%
IA
139
IFP Advisors
Florida
$478K +$478K +7,033 New
Renaissance Technologies
140
Renaissance Technologies
New York
$476K +$476K +7,000 New
IAG
141
Investmark Advisory Group
Connecticut
$475K +$172K +2,533 +57%
SI
142
Stephens Inc
Arkansas
$468K – – –
PWS
143
Peterson Wealth Services
Utah
$464K +$9.11K +134 +2%
TC
144
Trilogy Capital
California
$463K +$463K +6,805 New
P
145
&Partners
Tennessee
$460K +$23.3K +342 +5%
OIA
146
OneDigital Investment Advisors
Kansas
$457K +$190K +2,793 +71%
ASN
147
Advisory Services Network
Georgia
$435K -$282K -4,147 -39%
Citadel Advisors
148
Citadel Advisors
Florida
$435K -$3.29M -48,340 -88%
KAS
149
Kestra Advisory Services
Texas
$423K +$167K +2,450 +65%
SWP
150
Stratos Wealth Partners
Ohio
$417K +$52.8K +776 +15%
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6
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