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Invesco S&P SmallCap Value with Momentum ETF

129 hedge funds and large institutions have $478M invested in Invesco S&P SmallCap Value with Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 37 reducing their positions, and 16 closing their positions.

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
1.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
19
Increased
55
Reduced
37
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PS
76
Principal Securities
Iowa
$504K 8,855 -1,250 -12%
SPC
77
Sigma Planning Corp
Michigan
$504K 8,854 +8,854 New
Creative Planning
78
Creative Planning
Kansas
$499K 8,767 -842 -9%
GWM
79
Geneos Wealth Management
Colorado
$477K 8,370 +190 +2%
RG
80
Retirement Group
California
$447K 7,849 +7,849 New
VWA
81
Visionary Wealth Advisors
Illinois
$429K 7,541 +2,794 +59%
SWM
82
Silverlake Wealth Management
Vermont
$418K 7,339 +6 +0.1%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$386K 6,775 +930 +16%
KAS
84
Kestra Advisory Services
Texas
$383K 6,732 -137 -2%
AQR Capital Management
85
AQR Capital Management
Connecticut
$378K 6,636 +1,728 +35%
PA
86
Parallel Advisors
California
$374K 6,576
RA
87
RFG Advisory
Alabama
$352K 6,183 +6,183 New
SSWM
88
Sheets Smith Wealth Management
North Carolina
$350K 6,140 +6,140 New
Truist Financial
89
Truist Financial
North Carolina
$325K 5,711 -212 -4%
BA
90
Brightwater Advisory
Florida
$319K 5,595 +5,595 New
DAS
91
Dynamic Advisor Solutions
Arizona
$313K 5,495 +1,271 +30%
WN
92
Williams & Novak
California
$313K 5,774
WMG
93
WESCAP Management Group
California
$289K 5,070 +481 +10%
EAM
94
Evanson Asset Management
California
$254K 4,455
CWC
95
Carolinas Wealth Consulting
North Carolina
$247K 4,346 +756 +21%
OIA
96
OneDigital Investment Advisors
Kansas
$236K 4,137 +4,137 New
SFC
97
Swisher Financial Concepts
Ohio
$232K 4,248
UWPG
98
Ullmann Wealth Partners Group
Florida
$204K 3,575 +3,575 New
TC
99
TownSquare Capital
Utah
$201K 3,535 +3,535 New
Comerica Bank
100
Comerica Bank
Texas
$133K 2,337