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Invesco S&P SmallCap Value with Momentum ETF

106 hedge funds and large institutions have $372M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-7
Holders Change %
-6.19%
% of All Funds
1.69%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
47
Reduced
33
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
51
Curtis Advisory Group
California
$855K +$855K +17,763 New
GIA
52
Gladstone Institutional Advisory
Florida
$814K -$138K -2,860 -14%
DADC
53
D.A. Davidson & Co
Montana
$807K -$32.2K -669 -4%
Two Sigma Investments
54
Two Sigma Investments
New York
$742K +$24.1K +500 +3%
CA
55
Cetera Advisors
Colorado
$724K +$145K +3,014 +25%
HAS
56
HBW Advisory Services
California
$621K +$357K +7,409 +135%
Two Sigma Advisers
57
Two Sigma Advisers
New York
$616K +$255K +5,300 +71%
IWC
58
Integrated Wealth Concepts
Massachusetts
$555K +$555K +11,525 New
CWM
59
Comprehensive Wealth Management
Washington
$473K +$9.87K +205 +2%
IFWM
60
Institute for Wealth Management
Colorado
$469K
TA
61
TruWealth Advisors
Louisiana
$452K -$50.5K -1,049 -10%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$445K +$445K +9,247 New
SWM
63
Silverlake Wealth Management
Vermont
$445K +$289 +6 +0.1%
MCC
64
Money Concepts Capital
Florida
$440K -$393K -8,154 -47%
ACM
65
Armbruster Capital Management
New York
$438K
Creative Planning
66
Creative Planning
Kansas
$424K +$4.62K +96 +1%
SEP
67
Southland Equity Partners
Missouri
$417K +$15.3K +317 +4%
QWM
68
QP Wealth Management
New Jersey
$392K +$20K +415 +5%
GWM
69
Geneos Wealth Management
Colorado
$376K +$3.85K +80 +1%
PA
70
Parallel Advisors
California
$355K
Truist Financial
71
Truist Financial
North Carolina
$328K -$82.8K -1,720 -20%
SPC
72
Sigma Planning Corp
Michigan
$320K -$283K -5,884 -47%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$269K +$39.3K +817 +17%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$244K +$244K +5,075 New
DAS
75
Dynamic Advisor Solutions
Arizona
$229K -$96.2K -1,997 -30%