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Invesco S&P SmallCap Value with Momentum ETF

120 hedge funds and large institutions have $380M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

21% less capital invested

Capital invested by funds: $482M → $380M (-$102M)

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$5K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
51
$1.13M
52
$1.09M
53
$1.08M
54
$1.05M
55
$973K
56
$959K
57
$938K
58
$890K
59
$868K
60
$837K
61
$831K
62
$809K
63
$785K
64
$730K
65
$633K
66
$608K
67
$597K
68
$561K
69
$544K
70
$543K
71
$537K
72
$535K
73
$530K
74
$521K
75
$521K