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Invesco S&P SmallCap Value with Momentum ETF

130 hedge funds and large institutions have $506M invested in Invesco S&P SmallCap Value with Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-4
Holders Change %
-2.99%
% of All Funds
1.88%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
61
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SL
51
SFM LLC
New Hampshire
$1.34M -$36K -655 -3%
LTL
52
Lowery Thomas LLC
California
$1.28M +$124K +2,259 +11%
Charles Schwab
53
Charles Schwab
California
$1.28M -$20.5K -372 -2%
4WM
54
49 Wealth Management
Texas
$1.17M -$310K -5,638 -21%
Stifel Financial
55
Stifel Financial
Missouri
$1.15M +$283K +5,141 +33%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.11M -$712K -12,948 -39%
WAS
57
WESPAC Advisors SoCal
California
$1.11M
DSCM
58
Del-Sette Capital Management
New York
$1.06M -$64.9K -1,181 -6%
AWA
59
Arete Wealth Advisors
Illinois
$1.05M -$60.9K -1,114 -5%
DADC
60
D.A. Davidson & Co
Montana
$1.04M +$1.6K +29 +0.2%
BEI
61
Benjamin Edwards Inc
Missouri
$1.02M +$1.02M +18,493 New
AQR Capital Management
62
AQR Capital Management
Connecticut
$1.02M +$591K +10,749 +139%
WN
63
Williams & Novak
California
$996K +$684K +12,433 +219%
SA
64
Sanctuary Advisors
Indiana
$986K +$8.99K +151 +0.9%
VWA
65
Valued Wealth Advisors
Utah
$982K -$142K -2,580 -13%
OC
66
OxenFree Capital
Florida
$978K -$16.5K -300 -2%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$854K +$543K +9,915 +174%
FPAS
68
Focus Partners Advisor Solutions
Missouri
$838K +$838K +15,232 New
WIA
69
World Investment Advisors
California
$796K +$796K +14,477 New
EH
70
Equitable Holdings
New York
$768K -$79.8K -1,451 -9%
BA
71
Bridge Advisory
California
$744K -$8.52K -155 -1%
AWS
72
Atria Wealth Solutions
New York
$741K +$11K +200 +2%
IWC
73
Integrated Wealth Concepts
Massachusetts
$715K +$28.1K +511 +4%
TA
74
TruWealth Advisors
Louisiana
$713K +$56.5K +1,027 +9%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$686K +$630K +11,460 +1,137%