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

113 hedge funds and large institutions have $331M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-6
Holders Change %
-5.04%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
26
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$3.56M
2
3F
360 Financial
Minnesota
$16.3M
3
VA
Valmark Advisers
Ohio
$15.4M
4
DWM
Dopkins Wealth Management
New York
$2.34M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$2.36M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$13.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$22.4M
3
Morgan Stanley
Morgan Stanley
New York
$19.5M
4
LPL Financial
LPL Financial
California
$56.5M
5
AAS
Avantax Advisory Services
Texas
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$938K -$54.5K -1,049 -5%
OC
52
OxenFree Capital
Florida
$930K +$7.64K +147 +0.8%
IWC
53
Integrated Wealth Concepts
Massachusetts
$869K +$869K +16,711 New
Citadel Advisors
54
Citadel Advisors
Florida
$808K +$374K +7,192 +86%
AQR Capital Management
55
AQR Capital Management
Connecticut
$779K -$472K -9,079 -38%
KAS
56
Kestra Advisory Services
Texas
$730K +$518K +9,956 +244%
AWA
57
Arete Wealth Advisors
Illinois
$696K -$780K -15,014 -53%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$688K -$211K -4,063 -23%
BA
59
Brightwater Advisory
Florida
$674K +$120K +2,313 +22%
AAP
60
Arax Advisory Partners
Colorado
$664K -$1.44M -27,788 -68%
HighTower Advisors
61
HighTower Advisors
Illinois
$664K -$345K -6,627 -34%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$587K -$261K -4,807 -31%
CFD
63
Creative Financial Designs
Indiana
$585K -$171K -3,290 -23%
DSCM
64
Del-Sette Capital Management
New York
$555K -$312K -5,998 -36%
TFS
65
Thoroughbred Financial Services
Tennessee
$545K -$11.5K -222 -2%
EH
66
Equitable Holdings
New York
$539K -$90.8K -1,746 -14%
SEP
67
Southland Equity Partners
Missouri
$537K -$1.92K -37 -0.4%
IFWM
68
Institute for Wealth Management
Colorado
$506K – – –
RA
69
RFG Advisory
Alabama
$500K -$155K -2,989 -24%
Creative Planning
70
Creative Planning
Kansas
$478K -$2.34K -45 -0.5%
ACM
71
Armbruster Capital Management
New York
$473K – – –
LBC
72
Leigh Baldwin & Co
New York
$467K +$2.44K +47 +0.5%
VWA
73
Visionary Wealth Advisors
Illinois
$464K -$99.9K -1,921 -18%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$393K -$724K -13,931 -65%
GWM
75
Geneos Wealth Management
Colorado
$382K -$540K -10,390 -59%
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