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Invesco S&P SmallCap Value with Momentum ETF

108 hedge funds and large institutions have $367M invested in Invesco S&P SmallCap Value with Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+17
Holders Change %
+18.68%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
29
Increased
50
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
51
Cetera Advisors
Colorado
$867K +$86.6K +1,606 +11%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$858K -$239K -4,430 -22%
US Bancorp
53
US Bancorp
Minnesota
$805K +$805K +14,944 New
EH
54
Equitable Holdings
New York
$796K +$796K +14,784 New
LAS
55
LWM Advisory Services
Florida
$771K +$184K +3,409 +31%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$750K +$674K +12,506 +885%
Stifel Financial
57
Stifel Financial
Missouri
$723K +$19.4K +360 +3%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$687K +$687K +12,752 New
SPC
59
Sigma Planning Corp
Michigan
$609K +$359K +6,666 +144%
Creative Planning
60
Creative Planning
Kansas
$598K +$53.7K +996 +10%
HGERS
61
Householder Group Estate & Retirement Specialist
Arizona
$567K -$64.2K -1,190 -10%
IFWM
62
Institute for Wealth Management
Colorado
$525K
TRCT
63
Tower Research Capital (TRC)
New York
$509K +$202K +3,744 +66%
SWM
64
Silverlake Wealth Management
Vermont
$497K
ACM
65
Armbruster Capital Management
New York
$490K
CW
66
CreativeOne Wealth
Kansas
$428K +$15K +279 +4%
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$415K -$520K -9,669 -56%
WEG
68
World Equity Group
Illinois
$412K +$412K +7,640 New
PA
69
Parallel Advisors
California
$402K
CPA
70
Cardiff Park Advisors
California
$400K
AWM
71
Avaii Wealth Management
Wisconsin
$400K +$29.4K +545 +8%
CWM
72
Comprehensive Wealth Management
Washington
$399K +$103K +1,910 +35%
DAS
73
Dynamic Advisor Solutions
Arizona
$394K +$23.5K +436 +6%
GGS
74
Galvin Gaustad & Stein
Arizona
$329K +$329K +6,100 New
KP
75
Keel Point
Alabama
$326K +$38.1K +707 +13%