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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 %
YIH
151
Y-Intercept (HK)
Hong Kong
$400K +$400K +5,878 New
CA
152
CoreCap Advisors
Michigan
$360K +$14K +206 +4%
IA
153
IFG Advisory
Georgia
$356K -$1.85M -27,139 -84%
ACP
154
Aviance Capital Partners
Florida
$353K – – –
OC
155
Oppenheimer & Co
New York
$341K +$12.4K +183 +4%
SEP
156
Southland Equity Partners
Missouri
$332K +$332K +4,884 New
GWS
157
Greykasell Wealth Strategies
California
$328K -$9.25K -136 -3%
KWM
158
Kingsview Wealth Management
Oregon
$323K +$323K +4,747 New
Focus Partners Wealth
159
Focus Partners Wealth
Massachusetts
$322K -$262K -3,854 -45%
CCFM
160
Clear Creek Financial Management
Washington
$314K +$314K +4,619 New
Baird Financial Group
161
Baird Financial Group
Wisconsin
$312K -$272 -4 -0.1%
IWM
162
IHT Wealth Management
Illinois
$312K -$81.7K -1,201 -21%
FAIM
163
Financial Advocates Investment Management
Washington
$311K -$453K -6,660 -59%
WA
164
Wealth Alliance
New York
$310K +$21.2K +312 +7%
MAG
165
Mayfair Advisory Group
Alabama
$304K -$118K -1,722 -28%
SWM
166
Silverlake Wealth Management
Vermont
$299K – – –
AWS
167
Atria Wealth Solutions
New York
$297K -$282K -4,064 -49%
MA
168
Mutual Advisors
Nebraska
$294K +$32.4K +473 +12%
SEIA
169
Signature Estate & Investment Advisors
California
$290K +$66K +971 +30%
SFG
170
Sterling Financial Group
California
$263K +$263K +3,862 New
DOA
171
D'Orazio & Associates
Virginia
$262K -$57.8K -850 -18%
Brown Advisory
172
Brown Advisory
Maryland
$255K – – –
CIA
173
Concurrent Investment Advisors
Florida
$253K +$253K +3,721 New
CWA
174
Cascade Wealth Advisors
Washington
$245K +$245K +3,577 New
RCAG
175
Rehmann Capital Advisory Group
Michigan
$241K +$272 +4 +0.1%
5 6
7
8 9