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Invesco S&P SmallCap Value with Momentum ETF

116 hedge funds and large institutions have $304M invested in Invesco S&P SmallCap Value with Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
24
Increased
43
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$327K +$151K +3,405 +86%
DAS
77
Dynamic Advisor Solutions
Arizona
$323K -$1.38K -31 -0.4%
KP
78
Keel Point
Alabama
$316K +$16.3K +329 +5%
Brown Advisory
79
Brown Advisory
Maryland
$316K +$127K +2,850 +67%
TC
80
Titleist Capital
Texas
$315K +$315K +7,094 New
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$311K -$397K -8,936 -56%
Stifel Financial
82
Stifel Financial
Missouri
$310K -$287K -6,452 -48%
AWM
83
Avaii Wealth Management
Wisconsin
$271K -$58.9K -1,324 -18%
CWC
84
Carolinas Wealth Consulting
North Carolina
$248K +$4.85K +109 +2%
GRP
85
Global Retirement Partners
California
$240K +$4.39K +99 +2%
FPGK
86
Financial Partners Group (Kansas)
Kansas
$233K
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$231K -$111K -2,506 -32%
TFS
88
Thoroughbred Financial Services
Tennessee
$223K +$223K +5,040 New
WWA
89
WCG Wealth Advisors
Nevada
$215K +$215K +4,831 New
APA
90
American Portfolios Advisors
New York
$165K
GWM
91
Geneos Wealth Management
Colorado
$116K +$66.2K +1,475 +133%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$108K
WA
93
Win Advisors
Florida
$62K +$62K +1,380 New
FCFS
94
First Command Financial Services
Texas
$60K
FCB
95
First Command Bank
Texas
$60K
SPIA
96
Steward Partners Investment Advisory
New York
$58K -$35.2K -797 -38%
BCMIO
97
Beacon Capital Management Inc (Ohio)
Ohio
$56K -$7.72K -175 -12%
AWM
98
Accel Wealth Management
Iowa
$55K
CFD
99
Creative Financial Designs
Indiana
$54K +$5.07K +115 +10%
IA
100
IFP Advisors
Florida
$52K