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Invesco S&P SmallCap Value with Momentum ETF

127 hedge funds and large institutions have $316M invested in Invesco S&P SmallCap Value with Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

2% more funds holding

Funds holding: 124127 (+3)

2.93% less ownership

Funds ownership: 59.01%56.08% (-2.9%)

7% less capital invested

Capital invested by funds: $339M → $316M (-$22.6M)

13% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 47

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
41
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Asset Allocation Strategies
Michigan
$912K -$61.4K -1,010 -6%
UBS Group
52
UBS Group
Switzerland
$878K +$6.63K +109 +0.8%
Citadel Advisors
53
Citadel Advisors
Florida
$847K +$855K +14,057 New
ES
54
Eagle Strategies
New York
$830K +$407K +6,699 +95%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$811K -$44.9K -739 -5%
SWP
56
Stratos Wealth Partners
Ohio
$756K -$1.09M -17,985 -59%
CFD
57
Creative Financial Designs
Indiana
$726K +$39K +642 +6%
AQR Capital Management
58
AQR Capital Management
Connecticut
$705K -$201K -3,300 -22%
AAP
59
Arax Advisory Partners
Colorado
$673K -$29.8K -490 -4%
KFAS
60
Keating Financial Advisory Services
Kansas
$642K -$24.2K -398 -4%
Creative Planning
61
Creative Planning
Kansas
$585K +$35.2K +579 +6%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$580K -$145K -2,384 -20%
IFWM
63
Institute for Wealth Management
Colorado
$557K
SEP
64
Southland Equity Partners
Missouri
$548K -$7.24K -119 -1%
ACM
65
Armbruster Capital Management
New York
$548K
VWA
66
Visionary Wealth Advisors
Illinois
$543K
VWA
67
Valued Wealth Advisors
Utah
$507K -$636K -10,454 -55%
HighTower Advisors
68
HighTower Advisors
Illinois
$491K
TFS
69
Thoroughbred Financial Services
Tennessee
$458K -$37.8K -622 -8%
Jane Street
70
Jane Street
New York
$441K +$445K +7,322 New
P
71
&Partners
Tennessee
$418K +$421K +6,930 New
MW
72
Maia Wealth
Colorado
$413K +$50.4K +829 +14%
EH
73
Equitable Holdings
New York
$388K -$14K -230 -3%
RA
74
RFG Advisory
Alabama
$385K -$9.79K -161 -2%
GWM
75
Geneos Wealth Management
Colorado
$384K +$7.6K +125 +2%