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Invesco S&P SmallCap Value with Momentum ETF

108 hedge funds and large institutions have $367M invested in Invesco S&P SmallCap Value with Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+17
Holders Change %
+18.68%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
29
Increased
50
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWC
76
Carolinas Wealth Consulting
North Carolina
$295K +$80.4K +1,490 +37%
FPGK
77
Financial Partners Group (Kansas)
Kansas
$282K
OIA
78
OneDigital Investment Advisors
Kansas
$262K +$262K +4,861 New
GRP
79
Global Retirement Partners
California
$258K +$258K +5,312 New
EAM
80
Evanson Asset Management
California
$240K
JCM
81
Jacobi Capital Management
Pennsylvania
$230K +$230K +4,264 New
Brown Advisory
82
Brown Advisory
Maryland
$229K +$229K +4,258 New
HighTower Advisors
83
HighTower Advisors
Illinois
$214K +$214K +3,968 New
UWPG
84
Ullmann Wealth Partners Group
Florida
$208K
APA
85
American Portfolios Advisors
New York
$200K +$194K +3,600 +3,186%
BFEC
86
Benjamin F. Edwards & Company
Missouri
$131K
SPIA
87
Steward Partners Investment Advisory
New York
$114K +$25.5K +473 +29%
AIP
88
Ahrens Investment Partners
Louisiana
$97K -$140K -2,600 -59%
BCMIO
89
Beacon Capital Management Inc (Ohio)
Ohio
$78K -$108 -2 -0.1%
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$77K +$10.2K +190 +15%
FCB
91
First Command Bank
Texas
$73K +$73K +1,350 New
FCFS
92
First Command Financial Services
Texas
$73K +$73K +1,350 New
AWM
93
Accel Wealth Management
Iowa
$66K +$45.6K +850 +224%
CFD
94
Creative Financial Designs
Indiana
$60K -$25.3K -467 -30%
GWM
95
Geneos Wealth Management
Colorado
$59K -$355K -6,674 -86%
IA
96
IFP Advisors
Florida
$52K +$52K +1,609 New
CFGS
97
Concourse Financial Group Securities
Alabama
$41K +$41K +761 New
HIA
98
Harbor Investment Advisory
Maryland
$35K
UBS Group
99
UBS Group
Switzerland
$20K +$20K +367 New
CA
100
Clearstead Advisors
Ohio
$13K