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

113 hedge funds and large institutions have $331M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-6
Holders Change %
-5.04%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
26
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$3.56M
2
3F
360 Financial
Minnesota
$16.3M
3
VA
Valmark Advisers
Ohio
$15.4M
4
DWM
Dopkins Wealth Management
New York
$2.34M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$2.36M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$13.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$22.4M
3
Morgan Stanley
Morgan Stanley
New York
$19.5M
4
LPL Financial
LPL Financial
California
$56.5M
5
AAS
Avantax Advisory Services
Texas
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWA
26
Kellett Wealth Advisors
Ohio
$3.3M +$829K +15,943 +34%
MA
27
MONECO Advisors
Connecticut
$3.22M -$628K -12,071 -16%
FA
28
Fermata Advisors
California
$2.66M -$166K -3,184 -6%
Ameriprise
29
Ameriprise
Minnesota
$2.46M -$354K -6,804 -13%
Citigroup
30
Citigroup
New York
$2.42M -$663K -12,755 -21%
PPWP
31
Premier Path Wealth Partners
New Jersey
$2.4M +$73K +1,405 +3%
FPAS
32
Focus Partners Advisor Solutions
Missouri
$2.36M +$885K +17,014 +60%
DWM
33
Dopkins Wealth Management
New York
$2.34M +$885K +17,015 +61%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$1.86M +$179K +3,439 +11%
AWM
35
Apex Wealth Management
New Hampshire
$1.78M +$5.3K +102 +0.3%
FWM
36
Fortress Wealth Management
California
$1.72M +$2.65K +51 +0.2%
SWP
37
Stratos Wealth Partners
Ohio
$1.66M +$19.1K +367 +1%
TWM
38
Tolleson Wealth Management
Texas
$1.56M – – –
BWA
39
Bestgate Wealth Advisors
Maryland
$1.49M – – –
SWM
40
Spire Wealth Management
Virginia
$1.41M -$111K -2,127 -7%
CIG
41
CHB Investment Group
Pennsylvania
$1.39M -$17.6K -338 -1%
HAS
42
HBW Advisory Services
California
$1.3M +$127K +2,450 +11%
LTL
43
Lowery Thomas LLC
California
$1.26M +$7.07K +136 +0.6%
WN
44
Williams & Novak
California
$1.26M -$416 -8 -0%
AAS
45
Asset Allocation Strategies
Michigan
$1.24M -$156K -2,999 -11%
IWM
46
IHT Wealth Management
Illinois
$1.21M -$1.32M -25,303 -52%
SL
47
SFM LLC
New Hampshire
$1.12M -$12.5K -241 -1%
Charles Schwab
48
Charles Schwab
California
$1.07M -$20.8K -400 -2%
VWA
49
Valued Wealth Advisors
Utah
$1.03M -$343K -6,597 -25%
MFGM
50
Marshall Financial Group (Maryland)
Maryland
$959K -$341K -6,371 -26%
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