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Invesco S&P SmallCap Value with Momentum ETF

106 hedge funds and large institutions have $372M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-7
Holders Change %
-6.19%
% of All Funds
1.69%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
47
Reduced
33
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFGM
26
Marshall Financial Group (Maryland)
Maryland
$3.23M -$157K -3,257 -5%
AAS
27
Asset Allocation Strategies
Michigan
$2.79M +$206K +4,287 +8%
FWM
28
Fortress Wealth Management
California
$2.48M -$10.9K -227 -0.4%
CFG
29
Cooper Financial Group
California
$2.37M -$334K -6,929 -12%
MWM
30
Meridian Wealth Management
Kentucky
$2.33M -$284K -5,890 -11%
IWM
31
IHT Wealth Management
Illinois
$2.25M -$330K -6,844 -13%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$2.12M +$621K +12,902 +41%
Citigroup
33
Citigroup
New York
$1.8M +$222K +4,603 +14%
SMC
34
Smith, Moore & Co
Missouri
$1.76M +$39.1K +811 +2%
SWP
35
Stratos Wealth Partners
Ohio
$1.58M +$77.6K +1,611 +5%
SWM
36
Spire Wealth Management
Virginia
$1.57M
FA
37
Fermata Advisors
California
$1.45M +$219K +4,553 +18%
TWM
38
Tolleson Wealth Management
Texas
$1.45M
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.37M -$154K -3,198 -10%
TFS
40
Thoroughbred Financial Services
Tennessee
$1.37M +$224K +4,651 +20%
BA
41
Bridge Advisory
California
$1.33M +$28.8K +598 +2%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.32M +$66.1K +1,373 +5%
Charles Schwab
43
Charles Schwab
California
$1.28M +$1.28M +26,654 New
KAS
44
Kestra Advisory Services
Texas
$1.24M -$204K -4,242 -14%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.08M +$270K +5,602 +34%
Stifel Financial
46
Stifel Financial
Missouri
$1.06M +$1.49K +31 +0.1%
AWM
47
AE Wealth Management
Kansas
$1.05M +$517K +10,734 +97%
BI
48
Berkeley Inc
Idaho
$914K -$12.8K -265 -1%
EH
49
Equitable Holdings
New York
$905K -$374K -7,774 -29%
LTL
50
Lowery Thomas LLC
California
$904K +$79.3K +1,647 +10%