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Invesco S&P SmallCap Value with Momentum ETF

124 hedge funds and large institutions have $339M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

9% more funds holding

Funds holding: 114124 (+10)

2.39% more ownership

Funds ownership: 56.63%59.01% (+2.4%)

5% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 40

3% more capital invested

Capital invested by funds: $328M → $339M (+$10.5M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
42
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$827K -$69.1K -1,228 -8%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$811K +$30.4K +540 +4%
BA
53
Brightwater Advisory
Florida
$809K +$63.7K +1,132 +9%
OP
54
Oath Planning
Oklahoma
$787K +$776K +13,779 New
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$686K +$676K +12,009 New
AAP
56
Arax Advisory Partners
Colorado
$666K +$657K +11,661 New
CFD
57
Creative Financial Designs
Indiana
$652K +$34.9K +620 +6%
KFAS
58
Keating Financial Advisory Services
Kansas
$631K +$622K +11,049 New
DSCM
59
Del-Sette Capital Management
New York
$588K
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$536K +$2.03K +36 +0.4%
IFWM
61
Institute for Wealth Management
Colorado
$528K -$28.2K -500 -5%
SEP
62
Southland Equity Partners
Missouri
$527K -$27.4K -486 -5%
Creative Planning
63
Creative Planning
Kansas
$522K -$2.14K -38 -0.4%
ACM
64
Armbruster Capital Management
New York
$520K
VWA
65
Visionary Wealth Advisors
Illinois
$515K +$6.76K +120 +1%
TFS
66
Thoroughbred Financial Services
Tennessee
$469K +$10.5K +186 +2%
HighTower Advisors
67
HighTower Advisors
Illinois
$466K -$89.2K -1,585 -16%
ES
68
Eagle Strategies
New York
$405K -$51.2K -910 -11%
EH
69
Equitable Holdings
New York
$401K -$150K -2,660 -27%
MW
70
Maia Wealth
Colorado
$379K +$70.3K +1,249 +26%
RA
71
RFG Advisory
Alabama
$374K -$30.2K -537 -8%
GWM
72
Geneos Wealth Management
Colorado
$357K -$10.7K -190 -3%
PA
73
Parallel Advisors
California
$343K
SPC
74
Sigma Planning Corp
Michigan
$321K -$9.52K -169 -3%
SWM
75
Silverlake Wealth Management
Vermont
$308K +$338 +6 +0.1%