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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 %
AWS
126
Atria Wealth Solutions
New York
$524K +$524K +8,343 New
HIIFS
127
Harel Insurance Investments & Financial Services
Israel
$502K -$606K -9,650 -55%
CF
128
Centaurus Financial
California
$497K +$224K +3,565 +82%
NRG
129
Nemes Rush Group
Michigan
$491K – – –
CA
130
Calton & Associates
Florida
$479K +$479K +7,629 New
HighTower Advisors
131
HighTower Advisors
Illinois
$462K +$2.76K +44 +0.6%
CPRC
132
Consolidated Portfolio Review Corp
New York
$444K +$48.9K +780 +12%
SI
133
Stephens Inc
Arkansas
$431K -$9.92K -158 -2%
RTC
134
Real Talk Capital
Tennessee
$428K +$40.3K +641 +10%
PWS
135
Peterson Wealth Services
Utah
$420K +$420K +6,690 New
Jane Street
136
Jane Street
New York
$412K -$223K -3,550 -35%
MA
137
MONECO Advisors
Connecticut
$392K +$392K +6,246 New
P
138
&Partners
Tennessee
$390K +$90.7K +1,490 +30%
MAG
139
Mayfair Advisory Group
Alabama
$387K +$387K +6,164 New
CW
140
CreativeOne Wealth
Kansas
$385K -$151K -2,410 -28%
IWM
141
IHT Wealth Management
Illinois
$363K +$363K +5,786 New
VWA
142
Visionary Wealth Advisors
Illinois
$359K -$3.7M -58,964 -91%
SWP
143
Stratos Wealth Partners
Ohio
$336K -$5.27K -84 -2%
ACP
144
Aviance Capital Partners
Florida
$325K +$325K +5,187 New
CA
145
CoreCap Advisors
Michigan
$320K +$4.58K +73 +1%
GWS
146
Greykasell Wealth Strategies
California
$311K -$1.38K -22 -0.4%
OC
147
Oppenheimer & Co
New York
$303K -$34.5K -550 -10%
DOA
148
D'Orazio & Associates
Virginia
$295K +$68.7K +1,095 +30%
DAS
149
Dynamic Advisor Solutions
Arizona
$288K +$41.4K +660 +17%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$288K -$21K -334 -7%
4 5
6
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