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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 %
PFBT
201
Parkside Financial Bank & Trust
Missouri
$41.2K +$41.2K +606 New
HIA
202
Harbor Investment Advisory
Maryland
$40.8K – – –
HAP
203
Harbor Asset Planning
Massachusetts
$40.2K +$40.2K +590 New
GRP
204
Global Retirement Partners
California
$32.6K +$32.6K +479 New
MWM
205
MGB Wealth Management
Texas
$27.4K – – –
BCMIO
206
Beacon Capital Management Inc (Ohio)
Ohio
$27.3K +$27.3K +402 New
EWA
207
EverSource Wealth Advisors
Alabama
$23.1K – – –
AIC
208
Archer Investment Corporation
Indiana
$18.6K – – –
AG
209
AmeriFlex Group
Nevada
$17.3K +$5.76K +85 +50%
OIA
210
Optimum Investment Advisors
Illinois
$17.2K – – –
NRC
211
New Republic Capital
North Carolina
$17K – – –
TSMHT
212
Thurston Springer Miller Herd & Titak
Indiana
$16.6K – – –
HBW
213
Hazlett, Burt & Watson
West Virginia
$11K +$11K +160 New
AF
214
Allworth Financial
California
$10.3K – – –
SWP
215
Strategic Wealth Partners
Ohio
$10.2K +$10.2K +150 New
National Bank of Canada
216
National Bank of Canada
Quebec, Canada
$8.83K – – –
PB
217
Pinnacle Bancorp
Nebraska
$8.43K – – –
AWM
218
Abound Wealth Management
Tennessee
$6.61K – – –
JPMorgan Chase & Co
219
JPMorgan Chase & Co
New York
$6.6K +$5.24K +77 +385%
SS
220
Sunbelt Securities
Texas
$5.29K – – –
S
221
SignatureFD
Georgia
$4.01K +$4.01K +59 New
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$3.74K -$7.48K -110 -67%
SWM
223
Spire Wealth Management
Virginia
$3.74K – – –
MMCM
224
Murphy & Mullick Capital Management
New York
$1.7K – – –
William Blair & Company
225
William Blair & Company
Illinois
$477 -$132K -1,934 -100%
6 7 8
9
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