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Invesco S&P SmallCap Value with Momentum ETF
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Overview Fund Activity

119 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, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-14
Holders Change %
-10.53%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
46
Reduced
52
Closed
20
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$10K

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$6.2M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$5.76M
3
Bank of America
3
Bank of America
North Carolina
$24.9M
4
AAP
4
Arax Advisory Partners
Colorado
$2.04M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.08M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$61.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$28.7M
3
FFN
3
Focus Financial Network
Minnesota
$0
4
AFS
4
Anderson Financial Strategies
Ohio
$12.5K
5
IWS
5
Insight Wealth Strategies
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
51
HBW Advisory Services
California
$1.13M +$43.1K +859 +4%
SL
52
SFM LLC
New Hampshire
$1.09M -$134K -2,662 -11%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$1.08M +$1.08M +21,494 New
Charles Schwab
54
Charles Schwab
California
$1.05M -$31.6K -630 -3%
HighTower Advisors
55
HighTower Advisors
Illinois
$973K -$570K -11,359 -37%
Stifel Financial
56
Stifel Financial
Missouri
$959K -$91.2K -1,816 -9%
DADC
57
D.A. Davidson & Co
Montana
$938K +$502 +10 +0.1%
GWM
58
Geneos Wealth Management
Colorado
$890K +$402K +8,005 +82%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$868K -$157K -3,122 -15%
DSCM
60
Del-Sette Capital Management
New York
$837K -$98.8K -1,969 -11%
OC
61
OxenFree Capital
Florida
$809K +$12.6K +276 +2%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$785K +$1.71K +34 +0.2%
CFD
63
Creative Financial Designs
Indiana
$730K +$43.2K +860 +6%
RA
64
RFG Advisory
Alabama
$633K +$157K +3,124 +33%
EH
65
Equitable Holdings
New York
$608K -$10.7K -214 -2%
GIA
66
Gladstone Institutional Advisory
Florida
$597K +$597K +11,898 New
ACM
67
Andina Capital Management
Utah
$561K -$150K -2,997 -21%
VWA
68
Visionary Wealth Advisors
Illinois
$544K -$63.7K -1,269 -10%
PS
69
Principal Securities
Iowa
$543K +$11.5K +211 +2%
TFS
70
Thoroughbred Financial Services
Tennessee
$537K -$281K -5,605 -34%
BA
71
Brightwater Advisory
Florida
$535K +$114K +2,262 +27%
AWS
72
Atria Wealth Solutions
New York
$530K -$40K -796 -7%
SEP
73
Southland Equity Partners
Missouri
$521K -$9.29K -185 -2%
Jane Street
74
Jane Street
New York
$521K +$201K +3,997 +63%
IFWM
75
Institute for Wealth Management
Colorado
$489K – – –
1 2
3
4 5