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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 %
EWA
176
EP Wealth Advisors
California
$236K – – –
WIA
177
World Investment Advisors
California
$231K -$4.69K -69 -2%
TA
178
TruWealth Advisors
Louisiana
$213K +$213K +3,134 New
UWPG
179
Ullmann Wealth Partners Group
Florida
$212K +$212K +3,110 New
ARC
180
Advisor Resource Council
Texas
$208K +$208K +3,063 New
FFA
181
Farther Finance Advisors
California
$206K +$16K +235 +8%
Simplex Trading
182
Simplex Trading
Illinois
$205K +$205K +3,022 New
AQR Capital Management
183
AQR Capital Management
Connecticut
$202K +$202K +2,975 New
Fidelity Investments
184
Fidelity Investments
Massachusetts
$201K +$40.5K +596 +25%
VNA
185
Valley National Advisers
Pennsylvania
$172K -$44.6K -659 -21%
AWM
186
AE Wealth Management
Kansas
$133K +$2.11K +31 +2%
CAL
187
Capital Analysts LLC
Pennsylvania
$130K +$24.7K +363 +23%
AssetMark Inc
188
AssetMark Inc
California
$128K +$119K +1,749 +1,315%
CFB
189
Cullen/Frost Bankers
Texas
$115K +$136 +2 +0.1%
US Bancorp
190
US Bancorp
Minnesota
$92.6K -$32K -470 -26%
PTC
191
Private Trust Company
Ohio
$87.9K -$75.6K -1,112 -46%
LWMI
192
Legacy Wealth Management (Idaho)
Idaho
$84.6K -$4.29K -63 -5%
LIS
193
Legacy Investment Solutions
Idaho
$84.6K +$84.6K +1,244 New
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$78.2K -$1.97K -29 -2%
HI
195
Hoey Investments
Pennsylvania
$73.5K – – –
SIC
196
Salem Investment Counselors
North Carolina
$63.3K – – –
WT
197
Whittier Trust
California
$61.2K +$61.2K +900 New
CIA
198
Cape Investment Advisory
Georgia
$60.9K – – –
GJIA
199
Glass Jacobson Investment Advisors
Maryland
$60.8K +$1.16K +17 +2%
EDRH
200
Edmond de Rothschild Holding
Switzerland
$51K – – –
6 7
8
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