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Invesco S&P SmallCap Value with Momentum ETF
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Overview Fund Activity

119 hedge funds and large institutions have $380M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-14
Holders Change %
-10.53%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
46
Reduced
52
Closed
20
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$10K

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$6.2M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$5.76M
3
Bank of America
3
Bank of America
North Carolina
$24.9M
4
AAP
4
Arax Advisory Partners
Colorado
$2.04M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.08M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$61.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$28.7M
3
FFN
3
Focus Financial Network
Minnesota
$0
4
AFS
4
Anderson Financial Strategies
Ohio
$12.5K
5
IWS
5
Insight Wealth Strategies
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$2.98M +$55.2K +1,100 +2%
FA
27
Fermata Advisors
California
$2.73M +$191K +3,799 +8%
Ameriprise
28
Ameriprise
Minnesota
$2.72M -$1.25M -24,960 -32%
IWM
29
IHT Wealth Management
Illinois
$2.44M -$135K -2,691 -5%
KWA
30
Kellett Wealth Advisors
Ohio
$2.38M +$77.9K +1,552 +3%
PPWP
31
Premier Path Wealth Partners
New Jersey
$2.24M +$183K +3,636 +9%
AAP
32
Arax Advisory Partners
Colorado
$2.04M +$1.74M +34,617 +582%
UBS Group
33
UBS Group
Switzerland
$1.98M +$125K +2,491 +7%
AWM
34
Apex Wealth Management
New Hampshire
$1.71M +$13.2K +263 +0.8%
FWM
35
Fortress Wealth Management
California
$1.66M -$3.61K -72 -0.2%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$1.61M +$479K +9,570 +42%
SWP
37
Stratos Wealth Partners
Ohio
$1.58M -$481K -9,573 -23%
TWM
38
Tolleson Wealth Management
Texas
$1.51M – – –
BWA
39
Bestgate Wealth Advisors
Maryland
$1.49M +$71.4K +1,423 +5%
SWM
40
Spire Wealth Management
Virginia
$1.47M +$8.69K +173 +0.6%
FPAS
41
Focus Partners Advisor Solutions
Missouri
$1.43M +$177K +3,531 +14%
AWA
42
Arete Wealth Advisors
Illinois
$1.43M -$363K -7,236 -20%
DWM
43
Dopkins Wealth Management
New York
$1.41M +$177K +3,529 +14%
CIG
44
CHB Investment Group
Pennsylvania
$1.36M -$42.9K -854 -3%
AAS
45
Asset Allocation Strategies
Michigan
$1.35M -$371K -7,400 -22%
VWA
46
Valued Wealth Advisors
Utah
$1.33M +$429K +8,552 +48%
WN
47
Williams & Novak
California
$1.22M -$307K -6,100 -20%
MFGM
48
Marshall Financial Group (Maryland)
Maryland
$1.22M -$1.03M -20,523 -46%
LTL
49
Lowery Thomas LLC
California
$1.21M -$11.9K -238 -1%
AQR Capital Management
50
AQR Capital Management
Connecticut
$1.21M +$71.1K +1,417 +6%
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