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Invesco S&P SmallCap Value with Momentum ETF

111 hedge funds and large institutions have $331M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 62 reducing their positions, and 16 closing their positions.

Holders
111
Holders Change
-8
Holders Change %
-6.72%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
26
Reduced
62
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$56.5M 1,086,858 -141,350 -12%
Bank of America
2
Bank of America
North Carolina
$24.9M 479,678 -16,890 -3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$22.4M 430,831 -173,163 -29%
Morgan Stanley
4
Morgan Stanley
New York
$19.5M 374,500 -163,750 -30%
3F
5
360 Financial
Minnesota
$16.3M 313,944 +18,530 +6%
VA
6
Valmark Advisers
Ohio
$15.4M 295,307 +17,254 +6%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$13.1M 252,581 -319,941 -56%
AAS
8
Avantax Advisory Services
Texas
$12.8M 245,514 -54,483 -18%
TFP
9
Traction Financial Partners
Wyoming
$8.25M 158,750 -17,291 -10%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.28M 133,550 +3,640 +3%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$6.16M 118,503 -33,595 -22%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.12M 117,775 -19,709 -14%
CWM
13
Congress Wealth Management
Massachusetts
$6.03M 116,026 -7,561 -6%
MML Investors Services
14
MML Investors Services
Massachusetts
$5.45M 104,756 -26,345 -20%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$5.37M 103,380 -1,494 -1%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$5.16M 99,182 -4,354 -4%
Raymond James Financial
17
Raymond James Financial
Florida
$5.03M 96,712 -42,823 -31%
AA
18
Altman Advisors
Illinois
$4.66M 87,447 +2,373 +3%
PAG
19
Private Advisor Group
New Jersey
$4.12M 79,226 +8,189 +12%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.12M 79,174 -19,452 -20%
Two Sigma Investments
21
Two Sigma Investments
New York
$4.03M 77,500 -37,300 -32%
CFG
22
Cooper Financial Group
California
$3.57M 68,666 +241 +0.4%
UBS Group
23
UBS Group
Switzerland
$3.56M 68,469 +28,930 +73%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$3.54M 68,059 -5,332 -7%
Wells Fargo
25
Wells Fargo
California
$3.51M 67,416 -3,993 -6%