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Invesco S&P SmallCap Momentum ETF

279 hedge funds and large institutions have $1.53B invested in Invesco S&P SmallCap Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 139 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 17

101% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 69

11% more funds holding

Funds holding: 251279 (+28)

9% more capital invested

Capital invested by funds: $1.4B → $1.53B (+$131M)

2.85% more ownership

Funds ownership: 71.89%74.74% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
279
Holders Change
+28
Holders Change %
+11.16%
% of All Funds
3.39%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
47
Increased
139
Reduced
69
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
151
Belpointe Asset Management
Nevada
$719K +$727K +9,987 New
FCA
152
Fortis Capital Advisors
Kansas
$719K +$727K +9,987 New
CRI
153
Colonial River Investments
Virginia
$718K +$14.6K +200 +2%
IAA
154
Independent Advisor Alliance
North Carolina
$711K -$17.5K -241 -2%
MCM
155
MAI Capital Management
Ohio
$695K +$703K +9,658 New
Ameriprise
156
Ameriprise
Minnesota
$694K -$81.6K -1,121 -10%
AW
157
Alchemi Wealth
Connecticut
$675K +$682K +9,372 New
RWP
158
RWA Wealth Partners
Massachusetts
$668K -$31K -426 -4%
HI
159
Harbour Investments
Wisconsin
$606K +$143K +1,962 +30%
TC
160
Trilogy Capital
California
$602K +$48.3K +664 +9%
PWS
161
Peterson Wealth Services
Utah
$595K +$502K +6,893 +501%
CWM
162
Cornerstone Wealth Management
Missouri
$592K +$16.8K +231 +3%
IA
163
IFG Advisory
Georgia
$589K +$3.06K +42 +0.5%
P
164
&Partners
Tennessee
$583K +$93.9K +1,289 +19%
S4W
165
Solutions 4 Wealth
Texas
$570K -$138K -1,892 -19%
SWM
166
Sculati Wealth Management
Michigan
$570K -$177K -2,436 -24%
CF
167
Centaurus Financial
California
$567K -$30.9K -424 -5%
IAG
168
Investmark Advisory Group
Connecticut
$546K +$19.4K +267 +4%
IFG
169
Independent Financial Group
California
$543K +$28.5K +391 +5%
ITG
170
Index Technologies Group
New York
$537K +$543K +7,464 New
CA
171
Calton & Associates
Florida
$533K -$6.92K -95 -1%
Focus Partners Wealth
172
Focus Partners Wealth
Massachusetts
$529K +$119K +1,636 +29%
SI
173
Stephens Inc
Arkansas
$495K
RTC
174
Real Talk Capital
Tennessee
$491K -$57.2K -786 -10%
MA
175
MONECO Advisors
Connecticut
$483K +$37.3K +512 +8%