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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

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
–

Top Buyers

1
GWA
Gratus Wealth Advisors
Virginia
+$29.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$23.1M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$13.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$11.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.1M

Top Sellers

1
SPIA
Steward Partners Investment Advisory
New York
-$30.4M
2
Morgan Stanley
Morgan Stanley
New York
-$20.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$16.7M
4
UWP
Uniting Wealth Partners
Kansas
-$5.53M
5
Citigroup
Citigroup
New York
-$5.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
Abound Wealth Management
Tennessee
$6.08K – – –
SS
202
Sunbelt Securities
Texas
$5.02K – – –
SWM
203
Spire Wealth Management
Virginia
$3.45K – – –
MMCM
204
Murphy & Mullick Capital Management
New York
$1.57K – – –
JPMorgan Chase & Co
205
JPMorgan Chase & Co
New York
$1.26K -$188 -3 -13%
HC
206
Hurley Capital
New York
$1.26K +$1.26K +20 New
Thrivent Financial for Lutherans
207
Thrivent Financial for Lutherans
Minnesota
– -$16.7M -252,457 Closed
GA
208
Guerra Advisors
Florida
– -$4.93M -74,548 Closed
SMG
209
Smart Money Group
Texas
– -$4.1M -62,033 Closed
KWM
210
Kingsview Wealth Management
Oregon
– -$3.87M -58,532 Closed
BCMIO
211
Beacon Capital Management Inc (Ohio)
Ohio
– -$3.83M -57,896 Closed
BS
212
Banco Santander
Spain
– -$3.31M -50,082 Closed
OCM
213
One Capital Management
California
– -$2.6M -39,323 Closed
FCA
214
Fortis Capital Advisors
Kansas
– -$1.42M -21,609 Closed
BAM
215
Belpointe Asset Management
Nevada
– -$1.42M -21,609 Closed
IWC
216
Integrated Wealth Concepts
Massachusetts
– -$1.03M -15,556 Closed
OC
217
Optima Capital
Oregon
– -$816K -12,341 Closed
PSCM
218
Per Stirling Capital Management
Texas
– -$642K -9,716 Closed
Millennium Management
219
Millennium Management
New York
– -$317K -4,799 Closed
CA
220
Crewe Advisors
Utah
– -$283K -4,276 Closed
PWM
221
Perigon Wealth Management
California
– -$241K -3,532 Closed
S
222
Sunpointe
Missouri
– -$215K -3,254 Closed
UWPG
223
Ullmann Wealth Partners Group
Florida
– -$206K -3,110 Closed
Renaissance Technologies
224
Renaissance Technologies
New York
– -$205K -3,100 Closed
BFWM
225
Bright Futures Wealth Management
New York
– -$212K -3,066 Closed
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