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Invesco S&P SmallCap Value with Momentum ETF

111 hedge funds and large institutions have $327M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
26
Premier Path Wealth Partners
New Jersey
$2.73M
Ameriprise
27
Ameriprise
Minnesota
$2.72M
FPAS
28
Focus Partners Advisor Solutions
Missouri
$2.51M
DWM
29
Dopkins Wealth Management
New York
$2.49M
Citigroup
30
Citigroup
New York
$2.39M
Jones Financial Companies
31
Jones Financial Companies
Missouri
$2.01M
AWM
32
Apex Wealth Management
New Hampshire
$1.94M
FWM
33
Fortress Wealth Management
California
$1.81M
SWP
34
Stratos Wealth Partners
Ohio
$1.8M
BWA
35
Bestgate Wealth Advisors
Maryland
$1.77M
TWM
36
Tolleson Wealth Management
Texas
$1.69M
SWM
37
Spire Wealth Management
Virginia
$1.54M
IWM
38
IHT Wealth Management
Illinois
$1.47M
LTL
39
Lowery Thomas LLC
California
$1.43M
WN
40
Williams & Novak
California
$1.43M
Two Sigma Investments
41
Two Sigma Investments
New York
$1.3M
SL
42
SFM LLC
New Hampshire
$1.21M
VWA
43
Valued Wealth Advisors
Utah
$1.12M
Charles Schwab
44
Charles Schwab
California
$1.04M
MFGM
45
Marshall Financial Group (Maryland)
Maryland
$999K
AAS
46
Asset Allocation Strategies
Michigan
$982K
OC
47
OxenFree Capital
Florida
$953K
Stifel Financial
48
Stifel Financial
Missouri
$919K
UBS Group
49
UBS Group
Switzerland
$886K
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$771K