XSVM icon

Invesco S&P SmallCap Value with Momentum ETF

52 hedge funds and large institutions have $110M invested in Invesco S&P SmallCap Value with Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
52
Holders Change
+16
Holders Change %
+44.44%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
20
Increased
10
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PFS
26
Prospera Financial Services
Texas
$316K 6,495 +6,495 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$307K 6,313 -3,470 -35%
Jane Street
28
Jane Street
New York
$306K 6,301 +6,301 New
CAN
29
Cetera Advisor Networks
California
$302K 6,213 +6,213 New
Ameriprise
30
Ameriprise
Minnesota
$279K 5,749 -36,621 -86%
EAM
31
Evanson Asset Management
California
$216K 4,455 +4,455 New
BRWA
32
B. Riley Wealth Advisors
Florida
$214K 4,400 +4,400 New
UWPG
33
Ullmann Wealth Partners Group
Florida
$200K 4,116 +4,116 New
CCC
34
Crescent Capital Consulting
Louisiana
$192K 3,950 +3,950 New
CWC
35
Carolinas Wealth Consulting
North Carolina
$137K 2,830 +902 +47%
JCM
36
Jacobi Capital Management
Pennsylvania
$122K 2,507 +2,451 +4,377%
OIA
37
Optimum Investment Advisors
Illinois
$121K 2,500
BFEC
38
Benjamin F. Edwards & Company
Missouri
$118K 2,430
CFA
39
Carroll Financial Associates
North Carolina
$93K 1,920 +1,920 New
SPIA
40
Steward Partners Investment Advisory
New York
$79.6K 1,638
BCMIO
41
Beacon Capital Management Inc (Ohio)
Ohio
$73K 1,495 -110 -7%
HIA
42
Harbor Investment Advisory
Maryland
$32K 650
CA
43
Clearstead Advisors
Ohio
$12K 238
GWS
44
Glassman Wealth Services
Virginia
$10K 200 +200 New
CAGAS
45
Capital Advisory Group Advisory Services
Minnesota
$8K 170
RFA
46
Reilly Financial Advisors
California
$8K 172
IF
47
Ironwood Financial
Arizona
$8K 160 +160 New
APA
48
American Portfolios Advisors
New York
$7.19K 148
EP
49
Eudaimonia Partners
Tennessee
$5K 102 +102 New
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$2K 47