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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
TC
151
Trilogy Capital
California
$566K
RTC
152
Real Talk Capital
Tennessee
$560K
HIIFS
153
Harel Insurance Investments & Financial Services
Israel
$558K
CA
154
Calton & Associates
Florida
$552K
CPRC
155
Consolidated Portfolio Review Corp
New York
$542K
IAG
156
Investmark Advisory Group
Connecticut
$538K
AAS
157
Ameritas Advisory Services
Nebraska
$537K
DAS
158
Dynamic Advisor Solutions
Arizona
$526K
SI
159
Stephens Inc
Arkansas
$506K
PWS
160
Peterson Wealth Services
Utah
$504K
P
161
&Partners
Tennessee
$500K
SWP
162
Stratos Wealth Partners
Ohio
$482K
HI
163
Harbour Investments
Wisconsin
$475K
MA
164
MONECO Advisors
Connecticut
$456K
ASN
165
Advisory Services Network
Georgia
$444K
AQR Capital Management
166
AQR Capital Management
Connecticut
$421K
Focus Partners Wealth
167
Focus Partners Wealth
Massachusetts
$420K
OIA
168
OneDigital Investment Advisors
Kansas
$418K
Renaissance Technologies
169
Renaissance Technologies
New York
$397K
FWM
170
FLP Wealth Management
Arkansas
$387K
ACP
171
Aviance Capital Partners
Florida
$382K
CCC
172
Compass Capital Corp
Massachusetts
$374K
CA
173
CoreCap Advisors
Michigan
$372K
GRP
174
Global Retirement Partners
California
$361K
GWS
175
Greykasell Wealth Strategies
California
$355K