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Invesco S&P SmallCap Value with Momentum ETF

113 hedge funds and large institutions have $328M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

1.42% less ownership

Funds ownership: 58%56.58% (-1.4%)

27% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 49

Holders
113
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
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$771K
AQR Capital Management
52
AQR Capital Management
Connecticut
$761K
BA
53
Brightwater Advisory
Florida
$736K
CFD
54
Creative Financial Designs
Indiana
$609K
DSCM
55
Del-Sette Capital Management
New York
$581K
IFWM
56
Institute for Wealth Management
Colorado
$550K
HighTower Advisors
57
HighTower Advisors
Illinois
$550K
SEP
58
Southland Equity Partners
Missouri
$548K
EH
59
Equitable Holdings
New York
$547K
Creative Planning
60
Creative Planning
Kansas
$518K
ACM
61
Armbruster Capital Management
New York
$513K
LBC
62
Leigh Baldwin & Co
New York
$511K
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$506K
VWA
64
Visionary Wealth Advisors
Illinois
$502K
TFS
65
Thoroughbred Financial Services
Tennessee
$453K
ES
66
Eagle Strategies
New York
$451K
AWA
67
Arete Wealth Advisors
Illinois
$449K
RA
68
RFG Advisory
Alabama
$400K
GWM
69
Geneos Wealth Management
Colorado
$364K
PA
70
Parallel Advisors
California
$339K
SPC
71
Sigma Planning Corp
Michigan
$327K
SWM
72
Silverlake Wealth Management
Vermont
$304K
LNWWM
73
Laird Norton Wetherby Wealth Management
California
$282K
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$268K
MW
75
Maia Wealth
Colorado
$263K