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Invesco S&P SmallCap Value with Momentum ETF
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Overview Fund Activity

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
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$3.56M
2
3F
2
360 Financial
Minnesota
$16.3M
3
VA
3
Valmark Advisers
Ohio
$15.4M
4
DWM
4
Dopkins Wealth Management
New York
$2.34M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$2.36M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$13.1M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$22.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.5M
4
LPL Financial
4
LPL Financial
California
$56.5M
5
AAS
5
Avantax Advisory Services
Texas
$12.8M
Name Market Value Shares Shares
Change 		Shares
Change %
KWA
26
Kellett Wealth Advisors
Ohio
$3.3M 63,396 +15,943 +34%
MA
27
MONECO Advisors
Connecticut
$3.22M 61,918 -12,071 -16%
FA
28
Fermata Advisors
California
$2.66M 51,195 -3,184 -6%
Ameriprise
29
Ameriprise
Minnesota
$2.46M 47,386 -6,804 -13%
Citigroup
30
Citigroup
New York
$2.42M 46,595 -12,755 -21%
PPWP
31
Premier Path Wealth Partners
New Jersey
$2.4M 46,084 +1,405 +3%
FPAS
32
Focus Partners Advisor Solutions
Missouri
$2.36M 45,468 +17,014 +60%
DWM
33
Dopkins Wealth Management
New York
$2.34M 45,081 +17,015 +61%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$1.86M 35,711 +3,439 +11%
AWM
35
Apex Wealth Management
New Hampshire
$1.78M 34,165 +102 +0.3%
FWM
36
Fortress Wealth Management
California
$1.72M 33,071 +51 +0.2%
SWP
37
Stratos Wealth Partners
Ohio
$1.66M 31,938 +367 +1%
TWM
38
Tolleson Wealth Management
Texas
$1.56M 30,000 – –
BWA
39
Bestgate Wealth Advisors
Maryland
$1.49M 29,685 – –
SWM
40
Spire Wealth Management
Virginia
$1.41M 27,155 -2,127 -7%
CIG
41
CHB Investment Group
Pennsylvania
$1.39M 26,725 -338 -1%
HAS
42
HBW Advisory Services
California
$1.3M 25,014 +2,450 +11%
LTL
43
Lowery Thomas LLC
California
$1.26M 24,312 +136 +0.6%
WN
44
Williams & Novak
California
$1.26M 24,282 -8 -0%
AAS
45
Asset Allocation Strategies
Michigan
$1.24M 23,861 -2,999 -11%
IWM
46
IHT Wealth Management
Illinois
$1.21M 23,238 -25,303 -52%
SL
47
SFM LLC
New Hampshire
$1.12M 21,503 -241 -1%
Charles Schwab
48
Charles Schwab
California
$1.07M 20,602 -400 -2%
VWA
49
Valued Wealth Advisors
Utah
$1.03M 19,803 -6,597 -25%
MFGM
50
Marshall Financial Group (Maryland)
Maryland
$959K 17,909 -6,371 -26%
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