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Invesco S&P SmallCap Value with Momentum ETF

127 hedge funds and large institutions have $316M invested in Invesco S&P SmallCap Value with Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

2% more funds holding

Funds holding: 124127 (+3)

2.93% less ownership

Funds ownership: 59.01%56.08% (-2.9%)

7% less capital invested

Capital invested by funds: $339M → $316M (-$22.6M)

13% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 47

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
41
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
76
Parallel Advisors
California
$362K
OP
77
Oath Planning
Oklahoma
$360K -$474K -7,804 -57%
Truist Financial
78
Truist Financial
North Carolina
$345K +$348K +5,720 New
SPC
79
Sigma Planning Corp
Michigan
$339K +$790 +13 +0.2%
GWP
80
Gateway Wealth Partners
Wisconsin
$334K +$337K +5,550 New
SWM
81
Silverlake Wealth Management
Vermont
$325K +$486 +8 +0.1%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$316K -$238K -3,910 -43%
CA
83
CoreCap Advisors
Michigan
$298K +$9.67K +159 +3%
IFG
84
Independent Financial Group
California
$290K
NA
85
NewEdge Advisors
Louisiana
$289K -$27.2K -447 -9%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$282K +$669 +11 +0.2%
PSF
87
Pacific Sun Financial
California
$277K +$1.22K +20 +0.4%
EAM
88
Evanson Asset Management
California
$268K
SFS
89
Sunrise Financial Services
Washington
$268K -$1.89K -31 -0.7%
WMG
90
WESCAP Management Group
California
$265K +$182 +3 +0.1%
TA
91
TruWealth Advisors
Louisiana
$252K
OIA
92
OneDigital Investment Advisors
Kansas
$249K +$1.28K +21 +0.5%
SFC
93
Swisher Financial Concepts
Ohio
$226K -$12.2K -200 -5%
SSWM
94
Sheets Smith Wealth Management
North Carolina
$225K
VA
95
Valmark Advisers
Ohio
$223K -$18.7M -307,378 -99%
MWP
96
Madison Wealth Partners
Wisconsin
$222K +$2.25K +37 +1%
GS
97
GWN Securities
Florida
$205K +$207K +3,410 New
GWM
98
Greenline Wealth Management
Florida
$200K +$365 +6 +0.2%
OSAM
99
O'Shaughnessy Asset Management
Connecticut
$181K +$23.3K +384 +15%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$133K +$13.4K +221 +11%