XSVM icon

Invesco S&P SmallCap Value with Momentum ETF

117 hedge funds and large institutions have $336M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
-9
Holders Change %
-7.14%
% of All Funds
1.87%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
32
Reduced
52
Closed
19
Calls
$109K
Puts
$14K
Net Calls
+$95K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
76
AE Wealth Management
Kansas
$281K +$50.4K +1,108 +22%
Brown Advisory
77
Brown Advisory
Maryland
$268K -$56K -1,230 -17%
OC
78
Oppenheimer & Co
New York
$266K +$19.4K +427 +8%
TCWM
79
Total Clarity Wealth Management
Illinois
$262K +$262K +5,751 New
FAIM
80
Financial Advocates Investment Management
Washington
$232K -$482K -10,591 -68%
GRP
81
Global Retirement Partners
California
$229K -$12.1K -281 -5%
CWC
82
Carolinas Wealth Consulting
North Carolina
$209K -$10.3K -227 -5%
NFG
83
Nations Financial Group
Iowa
$208K -$13.8K -303 -6%
EAM
84
Evanson Asset Management
California
$203K
FTUS
85
Flow Traders U.S.
New York
$202K +$202K +4,447 New
DAS
86
Dynamic Advisor Solutions
Arizona
$202K -$109K -2,403 -35%
AAS
87
Ameritas Advisory Services
Nebraska
$156K -$989K -21,876 -86%
CPA
88
Cardiff Park Advisors
California
$140K
BAM
89
Belpointe Asset Management
Nevada
$135K -$56.8K -1,247 -30%
Citadel Advisors
90
Citadel Advisors
Florida
$135K -$755K -16,576 -85%
ASN
91
Advisory Services Network
Georgia
$105K
BAAM
92
Baker Avenue Asset Management
California
$75.1K +$75.1K +1,650 New
SPIA
93
Steward Partners Investment Advisory
New York
$69.9K
FCB
94
First Command Bank
Texas
$61.5K
FCFS
95
First Command Financial Services
Texas
$61.5K
AWM
96
Accel Wealth Management
Iowa
$56K
BWM
97
Baystate Wealth Management
Massachusetts
$51.4K +$51.4K +1,127 New
BCMIO
98
Beacon Capital Management Inc (Ohio)
Ohio
$51.3K -$2.69K -59 -5%
CFD
99
Creative Financial Designs
Indiana
$50K -$1.18K -26 -2%
CFGS
100
Concourse Financial Group Securities
Alabama
$34.6K