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Invesco S&P SmallCap Momentum ETF

279 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 47 funds opening new positions, 139 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 17

101% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 69

11% more funds holding

Funds holding: 251279 (+28)

9% more capital invested

Capital invested by funds: $1.4B → $1.53B (+$131M)

2.85% more ownership

Funds ownership: 71.89%74.74% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
279
Holders Change
+28
Holders Change %
+11.16%
% of All Funds
3.39%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
47
Increased
139
Reduced
69
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$156M +$4.87M +66,942 +3%
Osaic Holdings
2
Osaic Holdings
Arizona
$125M +$2.42M +33,235 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$117M +$969K +13,311 +0.8%
Raymond James Financial
4
Raymond James Financial
Florida
$88.7M -$6.97M -95,727 -7%
Morgan Stanley
5
Morgan Stanley
New York
$67.9M +$13.2M +180,690 +24%
Wells Fargo
6
Wells Fargo
California
$60.1M +$3.31M +45,527 +6%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$58.4M +$16.1M +221,567 +38%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$41.9M +$5.41M +74,284 +15%
GWA
9
Gratus Wealth Advisors
Virginia
$35.3M +$299K +4,110 +0.8%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$32.3M -$495K -6,803 -2%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$29.8M +$5.24M +71,969 +21%
Bank of America
12
Bank of America
North Carolina
$29.2M -$2.77M -38,095 -9%
AWM
13
Apollon Wealth Management
South Carolina
$27.7M +$453K +6,215 +2%
RWA
14
River Wealth Advisors
Pennsylvania
$25.7M +$1.43M +19,639 +6%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$21.2M +$3.68M +50,589 +21%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$18.8M -$265K -3,639 -1%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$18.8M +$13.9M +190,985 +273%
Stifel Financial
18
Stifel Financial
Missouri
$18.4M +$2.2M +30,227 +13%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$17M +$17.2M +236,344 New
BCI
20
Brinker Capital Investments
Pennsylvania
$16.9M +$15.8M +217,521 +1,298%
MWM
21
Modern Wealth Management
Kansas
$16.2M +$16.4M +224,997 New
HighTower Advisors
22
HighTower Advisors
Illinois
$16.1M +$12.1M +166,427 +293%
CWP
23
Clark Wealth Partners
Illinois
$15.9M
FFN
24
Focus Financial Network
Minnesota
$15.1M +$83.9K +1,152 +0.6%
ACM
25
Armbruster Capital Management
New York
$14.4M +$242K +3,322 +2%