We are live on ! Find out more
XSVM icon

Invesco S&P SmallCap Value with Momentum ETF

124 hedge funds and large institutions have $339M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

9% more funds holding

Funds holding: 114124 (+10)

2.39% more ownership

Funds ownership: 56.63%59.01% (+2.4%)

5% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 40

3% more capital invested

Capital invested by funds: $328M → $339M (+$10.5M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
42
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
26
Premier Path Wealth Partners
New Jersey
$2.61M -$148K -2,621 -5%
FPAS
27
Focus Partners Advisor Solutions
Missouri
$2.55M +$5.07K +90 +0.2%
DWM
28
Dopkins Wealth Management
New York
$2.52M -$8.45K -150 -0.3%
Citigroup
29
Citigroup
New York
$2.27M -$142K -2,525 -6%
Wells Fargo
30
Wells Fargo
California
$1.91M -$1.83M -32,572 -49%
IWM
31
IHT Wealth Management
Illinois
$1.85M +$365K +6,482 +25%
FFA
32
Farther Finance Advisors
California
$1.85M +$1.79M +31,727 +4,382%
BWA
33
Bestgate Wealth Advisors
Maryland
$1.8M +$8.22K +146 +0.5%
SWP
34
Stratos Wealth Partners
Ohio
$1.74M -$75.5K -1,340 -4%
TWM
35
Tolleson Wealth Management
Texas
$1.71M
Two Sigma Investments
36
Two Sigma Investments
New York
$1.71M +$389K +6,900 +30%
WN
37
Williams & Novak
California
$1.6M +$159K +2,827 +11%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$1.57M -$450K -7,998 -23%
SWM
39
Spire Wealth Management
Virginia
$1.47M -$83.2K -1,477 -5%
LTL
40
Lowery Thomas LLC
California
$1.47M +$17.1K +303 +1%
SL
41
SFM LLC
New Hampshire
$1.2M -$15.4K -274 -1%
OC
42
OxenFree Capital
Florida
$1.18M +$204K +3,631 +21%
Stifel Financial
43
Stifel Financial
Missouri
$1.09M +$156K +2,772 +17%
VWA
44
Valued Wealth Advisors
Utah
$1.08M -$50.1K -890 -5%
Charles Schwab
45
Charles Schwab
California
$1.03M -$26.1K -463 -3%
MFGM
46
Marshall Financial Group (Maryland)
Maryland
$983K -$27K -479 -3%
SA
47
Sanctuary Advisors
Indiana
$945K
AAS
48
Asset Allocation Strategies
Michigan
$923K -$70.4K -1,250 -7%
JP Morgan Chase
49
JP Morgan Chase
New York
$906K +$825K +14,656 +1,214%
AQR Capital Management
50
AQR Capital Management
Connecticut
$857K +$85.3K +1,515 +11%