XSVM icon

Invesco S&P SmallCap Value with Momentum ETF

113 hedge funds and large institutions have $344M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-4
Holders Change %
-3.42%
% of All Funds
1.78%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
40
Reduced
43
Closed
15
Calls
$51K
Puts
Net Calls
+$51K
Net Calls Change
-$44K
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
51
Arete Wealth Advisors
Illinois
$809K +$395K +8,504 +95%
MCC
52
Money Concepts Capital
Florida
$803K -$3.75M -80,729 -82%
LTL
53
Lowery Thomas LLC
California
$795K +$17K +367 +2%
HighTower Advisors
54
HighTower Advisors
Illinois
$776K +$122K +2,623 +19%
ACS
55
Archford Capital Strategies
Illinois
$768K
Citadel Advisors
56
Citadel Advisors
Florida
$694K +$557K +11,985 +404%
Two Sigma Investments
57
Two Sigma Investments
New York
$692K +$692K +14,900 New
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$681K +$76.3K +1,642 +13%
SPC
59
Sigma Planning Corp
Michigan
$582K +$66.6K +1,435 +13%
CA
60
Cetera Advisors
Colorado
$558K +$558K +12,015 New
AWM
61
AE Wealth Management
Kansas
$512K +$226K +4,862 +79%
AWM
62
Avaii Wealth Management
Wisconsin
$494K +$106K +2,272 +27%
TA
63
TruWealth Advisors
Louisiana
$484K +$2.14K +46 +0.4%
IFWM
64
Institute for Wealth Management
Colorado
$452K
CWM
65
Comprehensive Wealth Management
Washington
$447K +$28K +603 +7%
SWM
66
Silverlake Wealth Management
Vermont
$429K +$279 +6 +0.1%
ACM
67
Armbruster Capital Management
New York
$422K
Creative Planning
68
Creative Planning
Kansas
$404K -$650 -14 -0.2%
Truist Financial
69
Truist Financial
North Carolina
$397K -$548K -11,798 -58%
SEP
70
Southland Equity Partners
Missouri
$388K +$5.53K +119 +1%
AWS
71
Atria Wealth Solutions
New York
$379K -$309K -6,654 -45%
QWM
72
QP Wealth Management
New Jersey
$359K -$9.52K -205 -3%
GWM
73
Geneos Wealth Management
Colorado
$359K -$13.5K -290 -4%
Two Sigma Advisers
74
Two Sigma Advisers
New York
$348K -$158K -3,400 -31%
PA
75
Parallel Advisors
California
$342K