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Invesco S&P SmallCap Value with Momentum ETF

111 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 10 funds opening new positions, 26 increasing their positions, 62 reducing their positions, and 16 closing their positions.

Holders
111
Holders Change
-8
Holders Change %
-6.72%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
26
Reduced
62
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PA
76
Parallel Advisors
California
$312K 6,001
SPC
77
Sigma Planning Corp
Michigan
$311K 5,984 -1,256 -17%
AWS
78
Atria Wealth Solutions
New York
$296K 5,689 -4,859 -46%
SWM
79
Silverlake Wealth Management
Vermont
$280K 5,377 +8 +0.1%
BAAM
80
Baker Avenue Asset Management
California
$260K 5,000 +5,000 New
LNWWM
81
Laird Norton Wetherby Wealth Management
California
$260K 5,000 +5,000 New
EAM
82
Evanson Asset Management
California
$232K 4,455
OIA
83
OneDigital Investment Advisors
Kansas
$228K 4,376 -2,191 -33%
WMG
84
WESCAP Management Group
California
$223K 4,284 -1,789 -29%
TA
85
TruWealth Advisors
Louisiana
$217K 4,180 -107 -2%
Truist Financial
86
Truist Financial
North Carolina
$216K 4,153 -507 -11%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$131K 2,517 -472 -16%
CA
88
CoreCap Advisors
Michigan
$129K 2,477
PTC
89
Private Trust Company
Ohio
$111K 2,133 +250 +13%
SFC
90
SYM Financial Corp
Indiana
$104K 2,000
AAS
91
Ameritas Advisory Services
Nebraska
$78.7K 1,514 +1,514 New
RMP
92
Richards, Merrill & Peterson
Washington
$78K 1,500
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$72K 1,384 -463 -25%
CPG
94
Cornerstone Planning Group
New Jersey
$63.3K 1,203 +6 +0.5%
HAP
95
Harbor Asset Planning
Massachusetts
$49.6K 954 +954 New
AWM
96
AE Wealth Management
Kansas
$48.7K 936 -219 -19%
GRP
97
Global Retirement Partners
California
$42.6K 820 +820 New
FFA
98
Farther Finance Advisors
California
$40K 770 -66 -8%
HIA
99
Harbor Investment Advisory
Maryland
$33.8K 650
SPIA
100
Steward Partners Investment Advisory
New York
$24.1K 464 -31 -6%