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Invesco S&P SmallCap Momentum ETF

250 hedge funds and large institutions have $1.4B invested in Invesco S&P SmallCap Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 127 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
JWCA
126
J.W. Cole Advisors
Florida
$864K
SA
127
Sovran Advisors
California
$851K
SFS
128
Sowell Financial Services
Arkansas
$843K
UW
129
Unique Wealth
Florida
$832K
WWA
130
WCG Wealth Advisors
Nevada
$829K
CW
131
CreativeOne Wealth
Kansas
$808K
Ameriprise
132
Ameriprise
Minnesota
$792K
TCOT
133
Trust Company of Toledo
Ohio
$788K
WA
134
Waverly Advisors
Alabama
$774K
SWM
135
Sculati Wealth Management
Michigan
$761K
UBS Group
136
UBS Group
Switzerland
$757K
IAA
137
Independent Advisor Alliance
North Carolina
$744K
S4W
138
Solutions 4 Wealth
Texas
$722K
AWM
139
Axxcess Wealth Management
California
$718K
CRI
140
Colonial River Investments
Virginia
$718K
RWP
141
RWA Wealth Partners
Massachusetts
$713K
IA
142
IFP Advisors
Florida
$707K
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$703K
IWM
144
IHT Wealth Management
Illinois
$686K
SEP
145
Southland Equity Partners
Missouri
$677K
CPIG
146
Chicago Partners Investment Group
Illinois
$636K
CF
147
Centaurus Financial
California
$611K
IA
148
IFG Advisory
Georgia
$599K
CWM
149
Cornerstone Wealth Management
Missouri
$587K
JCM
150
Jacobi Capital Management
Pennsylvania
$567K