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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
+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
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$115K +$115K +1,832 New
CFB
177
Cullen/Frost Bankers
Texas
$106K +$314 +5 +0.3%
CAL
178
Capital Analysts LLC
Pennsylvania
$97K +$5.64K +90 +6%
LWMI
179
Legacy Wealth Management (Idaho)
Idaho
$82K -$20.5K -326 -20%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$74K -$1.82K -29 -2%
HI
181
Hoey Investments
Pennsylvania
$67.8K +$67.8K +1,080 New
SIC
182
Salem Investment Counselors
North Carolina
$58.4K
GJIA
183
Glass Jacobson Investment Advisors
Maryland
$58K
CIA
184
Cape Investment Advisory
Georgia
$56.2K +$18.4K +294 +49%
EDRH
185
Edmond de Rothschild Holding
Switzerland
$47.1K +$47.1K +750 New
HIA
186
Harbor Investment Advisory
Maryland
$37.7K
MWM
187
MGB Wealth Management
Texas
$25.3K +$125 +2 +0.5%
EWA
188
EverSource Wealth Advisors
Alabama
$21.3K
NP
189
NorthRock Partners
Minnesota
$19.2K +$19.2K +306 New
AIC
190
Archer Investment Corporation
Indiana
$17.2K
OIA
191
Optimum Investment Advisors
Illinois
$15.9K +$15.9K +253 New
NRC
192
New Republic Capital
North Carolina
$15.7K
TSMHT
193
Thurston Springer Miller Herd & Titak
Indiana
$15.3K -$938K -14,955 -98%
CT
194
Colonial Trust
South Carolina
$13.7K
AG
195
AmeriFlex Group
Nevada
$10.7K +$4.72K +75 +79%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$10.4K
AF
197
Allworth Financial
California
$9.29K
AssetMark Inc
198
AssetMark Inc
California
$8.35K +$1.44K +23 +21%
National Bank of Canada
199
National Bank of Canada
Quebec, Canada
$8.15K
PB
200
Pinnacle Bancorp
Nebraska
$7.78K