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Invesco S&P 500 Value with Momentum ETF

20 hedge funds and large institutions have $27.5M invested in Invesco S&P 500 Value with Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
8
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWG
1
Beta Wealth Group
California
$10.6M +$2.2M +36,823 +26%
LPL Financial
2
LPL Financial
California
$6.56M +$1.68M +28,143 +34%
CFG
3
Cooper Financial Group
California
$2.84M -$27.5K -460 -1%
Bank of America
4
Bank of America
North Carolina
$2.19M +$51.7K +864 +2%
Morgan Stanley
5
Morgan Stanley
New York
$1.82M -$62.6K -1,047 -3%
Raymond James Financial
6
Raymond James Financial
Florida
$1.38M +$178K +2,980 +15%
IA
7
IFG Advisory
Georgia
$788K +$11.2K +188 +1%
NA
8
NewEdge Advisors
Louisiana
$291K
PTC
9
Private Trust Company
Ohio
$276K +$133K +2,220 +93%
Ameriprise
10
Ameriprise
Minnesota
$206K +$206K +3,454 New
Jones Financial Companies
11
Jones Financial Companies
Missouri
$196K +$90.9K +1,535 +86%
Osaic Holdings
12
Osaic Holdings
Arizona
$117K -$21K -363 -15%
TRCT
13
Tower Research Capital (TRC)
New York
$115K -$36.3K -608 -24%
ACM
14
Accent Capital Management
Ohio
$59.8K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$42K +$179 +3 +0.4%
CA
16
Clearstead Advisors
Ohio
$23.9K
KFI
17
Key Financial Inc
Pennsylvania
$8.55K
UBS Group
18
UBS Group
Switzerland
$1.67K +$1.67K +28 New
Fidelity Investments
19
Fidelity Investments
Massachusetts
$60 +$60 +1 New
Wells Fargo
20
Wells Fargo
California
$58
CWMGP
21
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
-$4.41M -76,790 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$269K -4,695 Closed
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
-$229K -3,996 Closed
AF
24
Abound Financial
California
-$31.5K -550 Closed
SS
25
Sunbelt Securities
Texas
-$688 -12 Closed