XSVM icon

Invesco S&P SmallCap Value with Momentum ETF

113 hedge funds and large institutions have $344M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-4
Holders Change %
-3.42%
% of All Funds
1.78%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
40
Reduced
43
Closed
15
Calls
$51K
Puts
Net Calls
+$51K
Net Calls Change
-$44K
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$2.98M -$449K -9,677 -13%
CFG
27
Cooper Financial Group
California
$2.6M -$64K -1,378 -2%
MWM
28
Meridian Wealth Management
Kentucky
$2.52M -$58K -1,249 -2%
AAS
29
Asset Allocation Strategies
Michigan
$2.49M +$1.9M +40,818 +317%
IWM
30
IHT Wealth Management
Illinois
$2.49M +$136K +2,924 +6%
FWM
31
Fortress Wealth Management
California
$2.4M -$139K -2,983 -5%
SMC
32
Smith, Moore & Co
Missouri
$1.66M -$14.4K -311 -0.9%
RA
33
RFG Advisory
Alabama
$1.56M -$7.43K -160 -0.5%
Citigroup
34
Citigroup
New York
$1.53M -$223K -4,804 -13%
SWM
35
Spire Wealth Management
Virginia
$1.52M
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$1.47M +$882 +19 +0.1%
SWP
37
Stratos Wealth Partners
Ohio
$1.45M -$461K -9,916 -24%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$1.45M +$41.5K +894 +3%
TAIM
39
TD Ameritrade Investment Management
Nebraska
$1.43M -$22.3K -480 -2%
KAS
40
Kestra Advisory Services
Texas
$1.4M -$199K -4,282 -12%
TWM
41
Tolleson Wealth Management
Texas
$1.39M
BA
42
Bridge Advisory
California
$1.26M -$35.9K -774 -3%
EH
43
Equitable Holdings
New York
$1.23M -$809K -17,418 -40%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.21M -$1.3M -27,976 -52%
FA
45
Fermata Advisors
California
$1.19M +$1.19M +25,606 New
TFS
46
Thoroughbred Financial Services
Tennessee
$1.11M +$54.9K +1,182 +5%
Stifel Financial
47
Stifel Financial
Missouri
$1.02M -$447K -9,620 -30%
GIA
48
Gladstone Institutional Advisory
Florida
$918K +$918K +19,766 New
BI
49
Berkeley Inc
Idaho
$894K +$54.8K +1,179 +7%
DADC
50
D.A. Davidson & Co
Montana
$809K +$107K +2,314 +15%