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Invesco S&P SmallCap Momentum ETF

277 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, 138 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
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
CG
201
Caprock Group
Idaho
$288K
WI
202
Westbourne Investments
Virginia
$285K
IF
203
Intrua Financial
Texas
$285K
BEI
204
Benjamin Edwards Inc
Missouri
$282K
Creative Planning
205
Creative Planning
Kansas
$279K
DOA
206
D'Orazio & Associates
Virginia
$276K
SAW
207
Signal Advisors Wealth
Michigan
$275K
CWA
208
Cascade Wealth Advisors
Washington
$274K
DWS
209
Discipline Wealth Solutions
South Carolina
$271K
AAS
210
Ameritas Advisory Services
Nebraska
$269K
UCFA
211
United Capital Financial Advisors
Texas
$267K
BFWM
212
Bright Futures Wealth Management
New York
$262K
GRP
213
Global Retirement Partners
California
$250K
EWA
214
EP Wealth Advisors
California
$250K
FFA
215
Farther Finance Advisors
California
$246K
WA
216
Wealth Alliance
New York
$243K
TA
217
TruWealth Advisors
Louisiana
$226K
UWPG
218
Ullmann Wealth Partners Group
Florida
$223K
Russell Investments Group
219
Russell Investments Group
United Kingdom
$222K
EFS
220
Essex Financial Services
Connecticut
$215K
JP Morgan Chase
221
JP Morgan Chase
New York
$215K
SG
222
Sankala Group
Colorado
$212K
CS
223
Capital Square
Tennessee
$212K
3F
224
360 Financial
Minnesota
$210K
TAM
225
TCP Asset Management
Ohio
$203K