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Invesco S&P SmallCap Value with Momentum ETF

127 hedge funds and large institutions have $458M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+21
Holders Change %
+19.81%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
33
Increased
38
Reduced
43
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFGM
26
Marshall Financial Group (Maryland)
Maryland
$3.3M -$332K -6,123 -9%
AA
27
Altman Advisors
Illinois
$3.12M +$3.12M +57,667 New
PAG
28
Private Advisor Group
New Jersey
$2.87M -$1.23M -22,776 -30%
CFG
29
Cooper Financial Group
California
$2.66M +$1.08K +20 +0%
FWM
30
Fortress Wealth Management
California
$2.49M -$294K -5,436 -11%
IWM
31
IHT Wealth Management
Illinois
$2.49M -$41.9K -774 -2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$2.4M -$5.39M -99,540 -69%
CAN
33
Cetera Advisor Networks
California
$2.4M -$1.38M -25,513 -37%
MWM
34
Meridian Wealth Management
Kentucky
$2.34M -$280K -5,175 -11%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$2.18M -$208K -3,835 -9%
Citigroup
36
Citigroup
New York
$2.05M +$23.5K +433 +1%
FA
37
Fermata Advisors
California
$2M +$369K +6,806 +23%
PWA
38
Primoris Wealth Advisors
Florida
$1.97M +$1.97M +36,350 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.83M +$280K +5,168 +18%
SWP
40
Stratos Wealth Partners
Ohio
$1.79M +$5.69K +105 +0.3%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.78M +$294K +5,433 +20%
SWM
42
Spire Wealth Management
Virginia
$1.69M
Two Sigma Investments
43
Two Sigma Investments
New York
$1.66M +$823K +15,200 +99%
TWM
44
Tolleson Wealth Management
Texas
$1.63M
HighTower Advisors
45
HighTower Advisors
Illinois
$1.52M +$312K +5,748 +26%
TFS
46
Thoroughbred Financial Services
Tennessee
$1.52M -$24.3K -448 -2%
PPWP
47
Premier Path Wealth Partners
New Jersey
$1.5M +$1.5M +27,419 New
Charles Schwab
48
Charles Schwab
California
$1.38M -$62K -1,144 -4%
SL
49
SFM LLC
New Hampshire
$1.34M +$1.34M +24,683 New
AWM
50
AE Wealth Management
Kansas
$1.17M +$10.1K +190 +0.9%