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Invesco S&P SmallCap Momentum ETF

276 hedge funds and large institutions have $1.53B invested in Invesco S&P SmallCap Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 136 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
201
Benjamin Edwards Inc
Missouri
$282K
Creative Planning
202
Creative Planning
Kansas
$279K
DOA
203
D'Orazio & Associates
Virginia
$276K
SAW
204
Signal Advisors Wealth
Michigan
$275K
CWA
205
Cascade Wealth Advisors
Washington
$274K
DWS
206
Discipline Wealth Solutions
South Carolina
$271K
AAS
207
Ameritas Advisory Services
Nebraska
$269K
UCFA
208
United Capital Financial Advisors
Texas
$267K
BFWM
209
Bright Futures Wealth Management
New York
$262K
GRP
210
Global Retirement Partners
California
$250K
EWA
211
EP Wealth Advisors
California
$250K
WIA
212
World Investment Advisors
California
$248K
FFA
213
Farther Finance Advisors
California
$246K
WA
214
Wealth Alliance
New York
$243K
TA
215
TruWealth Advisors
Louisiana
$226K
UWPG
216
Ullmann Wealth Partners Group
Florida
$223K
Russell Investments Group
217
Russell Investments Group
United Kingdom
$222K
EFS
218
Essex Financial Services
Connecticut
$215K
JP Morgan Chase
219
JP Morgan Chase
New York
$215K
SGL
220
Sankala Group LLC
Colorado
$212K
CS
221
Capital Square
Tennessee
$212K
3F
222
360 Financial
Minnesota
$210K
TAM
223
TCP Asset Management
Ohio
$203K
Corient Private Wealth
224
Corient Private Wealth
Florida
$202K
D.E. Shaw & Co
225
D.E. Shaw & Co
New York
$201K