XSVM icon

Invesco S&P SmallCap Value with Momentum ETF

111 hedge funds and large institutions have $327M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
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
OIA
76
OneDigital Investment Advisors
Kansas
$248K
WMG
77
WESCAP Management Group
California
$244K
TA
78
TruWealth Advisors
Louisiana
$236K
Jane Street
79
Jane Street
New York
$236K
Truist Financial
80
Truist Financial
North Carolina
$235K
SFC
81
Swisher Financial Concepts
Ohio
$223K
PAS
82
Park Avenue Securities
New York
$212K
SSWM
83
Sheets Smith Wealth Management
North Carolina
$211K
UWPG
84
Ullmann Wealth Partners Group
Florida
$204K
CA
85
CoreCap Advisors
Michigan
$164K
OSAM
86
O'Shaughnessy Asset Management
Connecticut
$138K
Fidelity Investments
87
Fidelity Investments
Massachusetts
$117K
SFC
88
SYM Financial Corp
Indiana
$113K
PTC
89
Private Trust Company
Ohio
$101K
RMP
90
Richards, Merrill & Peterson
Washington
$84.7K
JP Morgan Chase
91
JP Morgan Chase
New York
$68.1K
CPG
92
Cornerstone Planning Group
New Jersey
$66.2K
HAP
93
Harbor Asset Planning
Massachusetts
$54.2K
WANY
94
Wealthspire Advisors (New York)
New York
$52.7K
AWM
95
AE Wealth Management
Kansas
$52K
GRP
96
Global Retirement Partners
California
$40.9K
FFA
97
Farther Finance Advisors
California
$40.9K
HIA
98
Harbor Investment Advisory
Maryland
$36.7K
NA
99
NewEdge Advisors
Louisiana
$32.5K
BCMIO
100
Beacon Capital Management Inc (Ohio)
Ohio
$31K