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Invesco S&P SmallCap Momentum ETF

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
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
LPL Financial
1
LPL Financial
California
$111M
Osaic Holdings
2
Osaic Holdings
Arizona
$101M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$95.2M
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$73.7M
Wells Fargo
5
Wells Fargo
California
$35.6M
Morgan Stanley
6
Morgan Stanley
New York
$31.2M
GWA
7
Gratus Wealth Advisors
Virginia
$29.8M
Raymond James Financial
8
Raymond James Financial
Florida
$25.5M
AWM
9
Apollon Wealth Management
South Carolina
$24M
Bank of America
10
Bank of America
North Carolina
$23M
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$22.8M
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$21.8M
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$18.8M
MFG
14
Marmo Financial Group
Tennessee
$17.4M
FFN
15
Focus Financial Network
Minnesota
$12.6M
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$12.3M
Stifel Financial
17
Stifel Financial
Missouri
$12.3M
ACM
18
Armbruster Capital Management
New York
$11.5M
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$8.98M
NIA
20
NBZ Investment Advisors
Tennessee
$8.8M
SL
21
Systelligence LLC
Minnesota
$8.36M
GWM
22
Geneos Wealth Management
Colorado
$8.24M
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$7.69M
MML Investors Services
24
MML Investors Services
Massachusetts
$7.59M
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$7.5M