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Invesco S&P SmallCap Value with Momentum ETF

111 hedge funds and large institutions have $327M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$761K
BA
52
Brightwater Advisory
Florida
$736K
CFD
53
Creative Financial Designs
Indiana
$609K
DSCM
54
Del-Sette Capital Management
New York
$581K
IFWM
55
Institute for Wealth Management
Colorado
$550K
HighTower Advisors
56
HighTower Advisors
Illinois
$550K
SEP
57
Southland Equity Partners
Missouri
$548K
EH
58
Equitable Holdings
New York
$547K
Creative Planning
59
Creative Planning
Kansas
$518K
ACM
60
Armbruster Capital Management
New York
$513K
LBC
61
Leigh Baldwin & Co
New York
$511K
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$506K
VWA
63
Visionary Wealth Advisors
Illinois
$502K
TFS
64
Thoroughbred Financial Services
Tennessee
$453K
ES
65
Eagle Strategies
New York
$451K
AWA
66
Arete Wealth Advisors
Illinois
$449K
RA
67
RFG Advisory
Alabama
$400K
GWM
68
Geneos Wealth Management
Colorado
$364K
PA
69
Parallel Advisors
California
$339K
SPC
70
Sigma Planning Corp
Michigan
$327K
SWM
71
Silverlake Wealth Management
Vermont
$304K
LNWWM
72
Laird Norton Wetherby Wealth Management
California
$282K
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$268K
MW
74
Maia Wealth
Colorado
$263K
EAM
75
Evanson Asset Management
California
$252K