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Invesco S&P SmallCap Value with Momentum ETF

106 hedge funds and large institutions have $372M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-7
Holders Change %
-6.19%
% of All Funds
1.69%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
47
Reduced
33
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WMG
76
WESCAP Management Group
California
$229K -$69.9K -1,452 -23%
AWM
77
Avaii Wealth Management
Wisconsin
$217K -$296K -6,147 -58%
EAM
78
Evanson Asset Management
California
$215K
UBS Group
79
UBS Group
Switzerland
$206K -$81.8K -1,698 -28%
GRP
80
Global Retirement Partners
California
$185K -$22K -471 -11%
CWC
81
Carolinas Wealth Consulting
North Carolina
$169K +$5.32K +117 +3%
CPA
82
Cardiff Park Advisors
California
$148K
SFC
83
SYM Financial Corp
Indiana
$96.3K +$96.3K +2,000 New
PTC
84
Private Trust Company
Ohio
$95.2K +$27.2K +564 +40%
SPIA
85
Steward Partners Investment Advisory
New York
$74K
CPG
86
Cornerstone Planning Group
New Jersey
$72.8K -$1.2K -25 -2%
SSWM
87
Sheets Smith Wealth Management
North Carolina
$54.9K +$54.9K +1,140 New
BWM
88
Baystate Wealth Management
Massachusetts
$54.8K +$241 +5 +0.4%
BCMIO
89
Beacon Capital Management Inc (Ohio)
Ohio
$54.1K -$96 -2 -0.2%
HI
90
Harbour Investments
Wisconsin
$51.9K +$144 +3 +0.3%
CFD
91
Creative Financial Designs
Indiana
$42.6K -$6.46K -134 -13%
US Bancorp
92
US Bancorp
Minnesota
$35.1K -$50K -1,038 -59%
FCAS
93
First Command Advisory Services
Texas
$32.5K +$32.5K +675 New
HIA
94
Harbor Investment Advisory
Maryland
$31.3K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$30.3K +$30K +624 +12,480%
CA
96
Clearstead Advisors
Ohio
$22.9K +$11.5K +238 +100%
CCP
97
Carmel Capital Partners
California
$22.6K +$22.6K +469 New
Comerica Bank
98
Comerica Bank
Texas
$17.5K +$17.5K +363 New
CAL
99
Capital Analysts LLC
Pennsylvania
$16K +$16K +342 New
WCAMG
100
Woodard & Company Asset Management Group
North Carolina
$14K