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Invesco S&P SmallCap Value with Momentum ETF

127 hedge funds and large institutions have $458M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+21
Holders Change %
+19.81%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
33
Increased
38
Reduced
43
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$443K +$20.6K +380 +5%
GC
77
Guidance Capital
Kentucky
$425K +$425K +7,878 New
SWM
78
Silverlake Wealth Management
Vermont
$397K -$104K -1,913 -21%
KAS
79
Kestra Advisory Services
Texas
$372K -$1.03M -18,972 -73%
PA
80
Parallel Advisors
California
$356K -$43.1K -795 -11%
Truist Financial
81
Truist Financial
North Carolina
$321K -$48.5K -896 -13%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$317K +$41.7K +770 +15%
WN
83
Williams & Novak
California
$313K +$313K +5,774 New
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$293K +$293K +5,402 New
AQR Capital Management
85
AQR Capital Management
Connecticut
$266K +$266K +4,908 New
VWA
86
Visionary Wealth Advisors
Illinois
$257K +$257K +4,747 New
WMG
87
WESCAP Management Group
California
$249K -$8.78K -162 -3%
Jane Street
88
Jane Street
New York
$244K +$244K +4,510 New
EAM
89
Evanson Asset Management
California
$241K
CWG
90
Crown Wealth Group
North Carolina
$238K +$238K +4,388 New
DAS
91
Dynamic Advisor Solutions
Arizona
$222K -$28.2K -537 -11%
SFC
92
Swisher Financial Concepts
Ohio
$216K +$216K +4,248 New
MCC
93
Money Concepts Capital
Florida
$210K -$284K -5,248 -57%
CFD
94
Creative Financial Designs
Indiana
$208K +$160K +2,961 +335%
CWC
95
Carolinas Wealth Consulting
North Carolina
$194K -$7.37K -136 -4%
CPA
96
Cardiff Park Advisors
California
$166K
GRP
97
Global Retirement Partners
California
$144K -$58K -1,136 -29%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$132K +$97.8K +1,806 +287%
Comerica Bank
99
Comerica Bank
Texas
$127K +$107K +1,974 +544%
SFC
100
SYM Financial Corp
Indiana
$108K