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Invesco S&P SmallCap Momentum ETF

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
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UW
151
Unique Wealth
Florida
$284K
IAG
152
Investmark Advisory Group
Connecticut
$279K
SWM
153
Silverlake Wealth Management
Vermont
$275K
WA
154
Wealth Alliance
New York
$267K
CIS
155
Custom Index Systems
New York
$265K
CG
156
Caprock Group
Idaho
$254K
UBS Group
157
UBS Group
Switzerland
$251K
OIA
158
OneDigital Investment Advisors
Kansas
$246K
KAS
159
Kestra Advisory Services
Texas
$236K
Brown Advisory
160
Brown Advisory
Maryland
$236K
MA
161
Mutual Advisors
Nebraska
$234K
IAA
162
Independent Advisor Alliance
North Carolina
$233K
RCAG
163
Rehmann Capital Advisory Group
Michigan
$222K
EWA
164
EP Wealth Advisors
California
$218K
WIA
165
World Investment Advisors
California
$217K
SEIA
166
Signature Estate & Investment Advisors
California
$207K
UWP
167
Uniting Wealth Partners
Kansas
$202K
TI
168
Trexquant Investment
Connecticut
$201K
VNA
169
Valley National Advisers
Pennsylvania
$200K
FFA
170
Farther Finance Advisors
California
$175K
PTC
171
Private Trust Company
Ohio
$151K
SPIA
172
Steward Partners Investment Advisory
New York
$149K
Fidelity Investments
173
Fidelity Investments
Massachusetts
$148K
William Blair & Company
174
William Blair & Company
Illinois
$122K
AWM
175
AE Wealth Management
Kansas
$121K