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Invesco S&P SmallCap Value with Momentum ETF

129 hedge funds and large institutions have $478M invested in Invesco S&P SmallCap Value with Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 37 reducing their positions, and 16 closing their positions.

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
1.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
19
Increased
55
Reduced
37
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AAS
26
Asset Allocation Strategies
Michigan
$3.83M 67,334 +1,087 +2%
AA
27
Altman Advisors
Illinois
$3.42M 60,500 +2,833 +5%
PAG
28
Private Advisor Group
New Jersey
$3.31M 58,210 +5,218 +10%
CFG
29
Cooper Financial Group
California
$3.16M 55,571 +6,387 +13%
CAN
30
Cetera Advisor Networks
California
$3.03M 53,209 +8,952 +20%
DSCM
31
Del-Sette Capital Management
New York
$2.86M 50,223 -82,673 -62%
MFGM
32
Marshall Financial Group (Maryland)
Maryland
$2.78M 48,750 -12,223 -20%
IWM
33
IHT Wealth Management
Illinois
$2.61M 45,822 -141 -0.3%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.52M 44,287 +38,885 +720%
FA
35
Fermata Advisors
California
$2.37M 41,683 +4,718 +13%
Citigroup
36
Citigroup
New York
$2.35M 41,248 +3,366 +9%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$2.33M 40,942 -26,375 -39%
SWP
38
Stratos Wealth Partners
Ohio
$2.3M 40,409 +7,426 +23%
PWA
39
Primoris Wealth Advisors
Florida
$2.1M 36,935 +585 +2%
FWM
40
Fortress Wealth Management
California
$2.04M 35,883 -10,083 -22%
PPWP
41
Premier Path Wealth Partners
New Jersey
$2.02M 35,551 +8,132 +30%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.85M 32,399 +4,353 +16%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.82M 31,982 -930 -3%
TWM
44
Tolleson Wealth Management
Texas
$1.71M 30,000
SWM
45
Spire Wealth Management
Virginia
$1.7M 29,788 -2,840 -9%
Charles Schwab
46
Charles Schwab
California
$1.4M 24,540 -970 -4%
TFS
47
Thoroughbred Financial Services
Tennessee
$1.36M 23,876 -4,148 -15%
SL
48
SFM LLC
New Hampshire
$1.3M 22,829 -1,854 -8%
OC
49
OxenFree Capital
Florida
$1.18M 20,685 +966 +5%
DADC
50
D.A. Davidson & Co
Montana
$1.18M 20,645 -501 -2%