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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 %
UW
151
Unique Wealth
Florida
$284K +$284K +4,518 New
IAG
152
Investmark Advisory Group
Connecticut
$279K -$4.77K -76 -2%
SWM
153
Silverlake Wealth Management
Vermont
$275K – – –
WA
154
Wealth Alliance
New York
$267K -$165K -2,631 -38%
CIS
155
Custom Index Systems
New York
$265K +$265K +4,225 New
CG
156
Caprock Group
Idaho
$254K +$254K +4,053 New
UBS Group
157
UBS Group
Switzerland
$251K +$157K +2,500 +167%
OIA
158
OneDigital Investment Advisors
Kansas
$246K +$14.9K +237 +6%
KAS
159
Kestra Advisory Services
Texas
$236K +$236K +3,764 New
Brown Advisory
160
Brown Advisory
Maryland
$236K – – –
MA
161
Mutual Advisors
Nebraska
$234K -$157K -2,554 -40%
IAA
162
Independent Advisor Alliance
North Carolina
$233K -$2.33M -37,062 -91%
RCAG
163
Rehmann Capital Advisory Group
Michigan
$222K +$222K +3,533 New
EWA
164
EP Wealth Advisors
California
$218K – – –
WIA
165
World Investment Advisors
California
$217K +$217K +3,460 New
SEIA
166
Signature Estate & Investment Advisors
California
$207K +$207K +3,291 New
UWP
167
Uniting Wealth Partners
Kansas
$202K -$5.53M -88,158 -96%
TI
168
Trexquant Investment
Connecticut
$201K -$49.3K -785 -20%
VNA
169
Valley National Advisers
Pennsylvania
$200K -$116K -1,850 -37%
FFA
170
Farther Finance Advisors
California
$175K +$173K +2,753 +7,245%
PTC
171
Private Trust Company
Ohio
$151K +$91.2K +1,453 +153%
SPIA
172
Steward Partners Investment Advisory
New York
$149K -$30.4M -484,922 -100%
Fidelity Investments
173
Fidelity Investments
Massachusetts
$148K -$38.4K -612 -21%
William Blair & Company
174
William Blair & Company
Illinois
$122K +$8.79K +140 +8%
AWM
175
AE Wealth Management
Kansas
$121K +$5.4K +86 +5%
5 6
7
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