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Invesco S&P SmallCap Value with Momentum ETF

119 hedge funds and large institutions have $316M invested in Invesco S&P SmallCap Value with Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
54
Reduced
25
Closed
13
Calls
$206K
Puts
Net Calls
+$206K
Net Calls Change
+$206K
Name Holding Trade Value Shares
Change
Shares
Change %
PA
76
Parallel Advisors
California
$304K
DAS
77
Dynamic Advisor Solutions
Arizona
$304K +$4.49K +109 +1%
TA
78
TruWealth Advisors
Louisiana
$304K +$304K +7,385 New
CAG
79
Curtis Advisory Group
California
$298K -$959K -23,294 -76%
OFS
80
OneAscent Financial Services
Alabama
$295K +$295K +7,151 New
Brown Advisory
81
Brown Advisory
Maryland
$293K
GWM
82
Geneos Wealth Management
Colorado
$292K +$186K +4,525 +175%
AWM
83
Avaii Wealth Management
Wisconsin
$263K +$11.9K +290 +5%
TFS
84
Thoroughbred Financial Services
Tennessee
$261K +$53.6K +1,301 +26%
Stifel Financial
85
Stifel Financial
Missouri
$257K -$30.8K -747 -11%
KP
86
Keel Point
Alabama
$256K -$6.92K -168 -3%
GRP
87
Global Retirement Partners
California
$256K
TCWM
88
Total Clarity Wealth Management
Illinois
$244K -$204K -4,964 -46%
CW
89
CreativeOne Wealth
Kansas
$235K -$127K -3,079 -35%
CWC
90
Carolinas Wealth Consulting
North Carolina
$231K +$1.03K +25 +0.4%
WWA
91
WCG Wealth Advisors
Nevada
$217K +$17.9K +434 +9%
APA
92
American Portfolios Advisors
New York
$153K
ACA
93
Aptus Capital Advisors
Alabama
$121K +$121K +2,941 New
IA
94
IFP Advisors
Florida
$117K +$64.8K +1,999 +124%
BFEC
95
Benjamin F. Edwards & Company
Missouri
$100K
UBS Group
96
UBS Group
Switzerland
$74K +$74K +1,804 New
SPIA
97
Steward Partners Investment Advisory
New York
$63K +$9.11K +222 +17%
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$62K -$152K -3,700 -71%
FCB
99
First Command Bank
Texas
$56K
FCFS
100
First Command Financial Services
Texas
$56K