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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 %
LPL Financial
1
LPL Financial
California
$111M -$1.34M -21,405 -1%
Osaic Holdings
2
Osaic Holdings
Arizona
$101M +$23.1M +368,584 +30%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$95.2M +$11.1M +176,891 +13%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$73.7M +$8.96M +142,861 +14%
Wells Fargo
5
Wells Fargo
California
$35.6M -$4.34M -69,154 -11%
Morgan Stanley
6
Morgan Stanley
New York
$31.2M -$20.7M -329,859 -40%
GWA
7
Gratus Wealth Advisors
Virginia
$29.8M +$29.8M +475,382 New
Raymond James Financial
8
Raymond James Financial
Florida
$25.5M -$3.61M -57,505 -12%
AWM
9
Apollon Wealth Management
South Carolina
$24M +$6.61M +105,333 +38%
Bank of America
10
Bank of America
North Carolina
$23M -$1.85M -29,475 -7%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$22.8M +$11.5M +183,547 +102%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$21.8M +$13.3M +212,167 +158%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$18.8M +$3.89M +62,010 +26%
MFG
14
Marmo Financial Group
Tennessee
$17.4M +$946K +15,078 +6%
FFN
15
Focus Financial Network
Minnesota
$12.6M -$160K -2,549 -1%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$12.3M +$4.91M +78,291 +66%
Stifel Financial
17
Stifel Financial
Missouri
$12.3M -$606K -9,651 -5%
ACM
18
Armbruster Capital Management
New York
$11.5M +$590K +9,408 +5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$8.98M -$489K -7,792 -5%
NIA
20
NBZ Investment Advisors
Tennessee
$8.8M +$1.82M +29,005 +26%
SL
21
Systelligence LLC
Minnesota
$8.36M +$592K +9,437 +8%
GWM
22
Geneos Wealth Management
Colorado
$8.24M +$4.51M +71,806 +121%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$7.69M +$1.19M +18,978 +18%
MML Investors Services
24
MML Investors Services
Massachusetts
$7.59M +$4.38M +69,863 +137%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$7.5M -$558K -8,892 -7%
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