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Invesco S&P SmallCap Momentum ETF

228 hedge funds and large institutions have $1.22B invested in Invesco S&P SmallCap Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.49M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
176
Cascade Wealth Advisors
Washington
$245K
RCAG
177
Rehmann Capital Advisory Group
Michigan
$241K
EWA
178
EP Wealth Advisors
California
$236K
WIA
179
World Investment Advisors
California
$231K
TA
180
TruWealth Advisors
Louisiana
$213K
UWPG
181
Ullmann Wealth Partners Group
Florida
$212K
ARC
182
Advisor Resource Council
Texas
$208K
FFA
183
Farther Finance Advisors
California
$206K
Simplex Trading
184
Simplex Trading
Illinois
$205K
AQR Capital Management
185
AQR Capital Management
Connecticut
$202K
Fidelity Investments
186
Fidelity Investments
Massachusetts
$201K
VNA
187
Valley National Advisers
Pennsylvania
$172K
AWM
188
AE Wealth Management
Kansas
$133K
CAL
189
Capital Analysts LLC
Pennsylvania
$130K
AssetMark Inc
190
AssetMark Inc
California
$128K
CFB
191
Cullen/Frost Bankers
Texas
$115K
US Bancorp
192
US Bancorp
Minnesota
$92.6K
PTC
193
Private Trust Company
Ohio
$87.8K
LWMI
194
Legacy Wealth Management (Idaho)
Idaho
$84.6K
LIS
195
Legacy Investment Solutions
Idaho
$84.6K
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$78.2K
HI
197
Hoey Investments
Pennsylvania
$73.5K
SIC
198
Salem Investment Counselors
North Carolina
$63.3K
WT
199
Whittier Trust
California
$61.2K
CIA
200
Cape Investment Advisory
Georgia
$60.9K