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Invesco S&P SmallCap Value with Momentum ETF

113 hedge funds and large institutions have $344M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-4
Holders Change %
-3.42%
% of All Funds
1.78%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
40
Reduced
43
Closed
15
Calls
$51K
Puts
Net Calls
+$51K
Net Calls Change
-$44K
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
76
Dynamic Advisor Solutions
Arizona
$314K +$108K +2,332 +53%
ZIMP
77
Zimmermann Investment Management & Planning
Pennsylvania
$311K -$1.32M -28,390 -81%
WMG
78
WESCAP Management Group
California
$288K -$336K -7,231 -54%
UBS Group
79
UBS Group
Switzerland
$277K +$277K +5,973 New
TCWM
80
Total Clarity Wealth Management
Illinois
$268K +$1.07K +23 +0.4%
HAS
81
HBW Advisory Services
California
$254K +$254K +5,478 New
FTUS
82
Flow Traders U.S.
New York
$225K +$18.7K +403 +9%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$221K -$6.49M -139,637 -97%
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$216K +$216K +4,650 New
EAM
85
Evanson Asset Management
California
$207K
GRP
86
Global Retirement Partners
California
$206K -$42.4K -913 -17%
CWC
87
Carolinas Wealth Consulting
North Carolina
$168K -$45.7K -985 -21%
CPA
88
Cardiff Park Advisors
California
$142K
US Bancorp
89
US Bancorp
Minnesota
$82K -$614K -13,224 -88%
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$79K +$79K +1,045 New
SPIA
91
Steward Partners Investment Advisory
New York
$71.3K
CPG
92
Cornerstone Planning Group
New Jersey
$71.3K +$71.3K +1,536 New
PTC
93
Private Trust Company
Ohio
$65.7K +$53.6K +1,155 +446%
BWM
94
Baystate Wealth Management
Massachusetts
$52.6K +$232 +5 +0.4%
BCMIO
95
Beacon Capital Management Inc (Ohio)
Ohio
$52.3K -$46 -1 -0.1%
HI
96
Harbour Investments
Wisconsin
$49.9K -$985K -21,203 -95%
CFD
97
Creative Financial Designs
Indiana
$47.3K -$3.76K -81 -7%
FCB
98
First Command Bank
Texas
$31.3K -$31.3K -675 -50%
FCFS
99
First Command Financial Services
Texas
$31.3K -$31.3K -675 -50%
HIA
100
Harbor Investment Advisory
Maryland
$30.2K