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Invesco S&P SmallCap Value with Momentum ETF

91 hedge funds and large institutions have $241M invested in Invesco S&P SmallCap Value with Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+25
Holders Change %
+37.88%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
34
Increased
30
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$76K +$215 +4 +0.3%
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$66.8K
CA
78
CoreCap Advisors
Michigan
$43K +$43K +790 New
HIA
79
Harbor Investment Advisory
Maryland
$35K
AWM
80
Accel Wealth Management
Iowa
$20K +$20K +380 New
CA
81
Clearstead Advisors
Ohio
$13K
RFA
82
Reilly Financial Advisors
California
$9K +$9K +172 New
HI
83
Harbour Investments
Wisconsin
$8K -$17.5K -331 -69%
FA
84
Faithward Advisors
Pennsylvania
$7K
APA
85
American Portfolios Advisors
New York
$6.09K
HNWA
86
Henrickson Nauta Wealth Advisors
Michigan
$6K +$6K +112 New
FHA
87
First Horizon Advisors
Tennessee
$5K +$1.12K +22 +29%
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.91K +$862 +16 +42%
CWA
89
Clearview Wealth Advisors
Oregon
$1K +$1K +9 New
Citadel Advisors
90
Citadel Advisors
Florida
-$469K -9,320 Closed
JCM
91
Jacobi Capital Management
Pennsylvania
-$151K -3,002 Closed
GRP
92
Global Retirement Partners
California
-$74K -1,470 Closed
GWS
93
Glassman Wealth Services
Virginia
-$10K -200 Closed
IF
94
Ironwood Financial
Arizona
-$10K -200 Closed
CAGAS
95
Capital Advisory Group Advisory Services
Minnesota
-$9K -170 Closed