We are live on ! Find out more
XSVM icon

Invesco S&P SmallCap Value with Momentum ETF

127 hedge funds and large institutions have $316M invested in Invesco S&P SmallCap Value with Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

2% more funds holding

Funds holding: 124127 (+3)

2.93% less ownership

Funds ownership: 59.01%56.08% (-2.9%)

7% less capital invested

Capital invested by funds: $339M → $316M (-$22.6M)

13% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 47

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
41
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Dopkins Wealth Management
New York
$2.73M +$76.7K +1,262 +3%
PPWP
27
Premier Path Wealth Partners
New Jersey
$2.39M -$370K -6,085 -13%
Citigroup
28
Citigroup
New York
$2.36M -$36.7K -604 -2%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$2.3M +$685K +11,265 +41%
Wells Fargo
30
Wells Fargo
California
$2.09M +$78.9K +1,297 +4%
AWM
31
Apex Wealth Management
New Hampshire
$2.09M +$2.11M +34,720 New
WN
32
Williams & Novak
California
$2.07M +$372K +6,124 +22%
IWM
33
IHT Wealth Management
Illinois
$1.9M -$59.5K -979 -3%
FFA
34
Farther Finance Advisors
California
$1.89M -$78K -1,283 -4%
LTL
35
Lowery Thomas LLC
California
$1.57M +$19.1K +314 +1%
SWM
36
Spire Wealth Management
Virginia
$1.56M +$3.1K +51 +0.2%
BWA
37
Bestgate Wealth Advisors
Maryland
$1.47M -$440K -7,240 -23%
IAA
38
Independent Advisor Alliance
North Carolina
$1.41M +$1.43M +23,463 New
TFP
39
Traction Financial Partners
Wyoming
$1.39M -$9.06M -148,984 -87%
Stifel Financial
40
Stifel Financial
Missouri
$1.33M +$184K +3,023 +16%
SL
41
SFM LLC
New Hampshire
$1.28M +$13.4K +220 +1%
AssetMark Inc
42
AssetMark Inc
California
$1.28M +$1.29M +21,187 New
OC
43
OxenFree Capital
Florida
$1.25M -$55.8K -918 -4%
JP Morgan Chase
44
JP Morgan Chase
New York
$1.11M +$182K +2,997 +19%
Two Sigma Investments
45
Two Sigma Investments
New York
$1.09M -$724K -11,900 -40%
MFGM
46
Marshall Financial Group (Maryland)
Maryland
$1.02M -$17K -279 -2%
SA
47
Sanctuary Advisors
Indiana
$996K
Mariner
48
Mariner
Kansas
$960K +$969K +15,932 New
BA
49
Brightwater Advisory
Florida
$960K +$107K +1,762 +12%
Goldman Sachs
50
Goldman Sachs
New York
$942K +$950K +15,626 New