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Invesco S&P SmallCap Value with Momentum ETF

120 hedge funds and large institutions have $380M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

21% less capital invested

Capital invested by funds: $482M → $380M (-$102M)

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$5K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
76
$489K
77
$464K
78
$457K
79
$449K
80
$441K
81
$422K
82
$419K
83
$381K
84
$363K
85
$330K
86
$320K
87
$305K
88
$301K
89
$270K
90
$265K
91
$244K
92
$234K
93
$225K
94
$224K
95
$215K
96
$205K
97
$150K
98
$124K
99
$117K
100
$100K