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Invesco S&P SmallCap Value with Momentum ETF
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Overview Fund Activity

119 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, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-14
Holders Change %
-10.53%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
46
Reduced
52
Closed
20
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$10K

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$6.2M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$5.76M
3
Bank of America
3
Bank of America
North Carolina
$24.9M
4
AAP
4
Arax Advisory Partners
Colorado
$2.04M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.08M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$61.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$28.7M
3
FFN
3
Focus Financial Network
Minnesota
$0
4
AFS
4
Anderson Financial Strategies
Ohio
$12.5K
5
IWS
5
Insight Wealth Strategies
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$464K -$100 -2 -0%
ACM
77
Armbruster Capital Management
New York
$457K -$9.39K -187 -2%
LBC
78
Leigh Baldwin & Co
New York
$449K +$3.41K +68 +0.8%
4WM
79
49 Wealth Management
Texas
$441K -$290K -5,786 -40%
TSS
80
Two Sigma Securities
New York
$422K +$422K +8,414 New
Citadel Advisors
81
Citadel Advisors
Florida
$419K -$140K -2,788 -25%
FTUS
82
Flow Traders U.S.
New York
$381K +$381K +7,594 New
SPC
83
Sigma Planning Corp
Michigan
$363K -$18.1K -361 -5%
OIA
84
OneDigital Investment Advisors
Kansas
$330K -$2.54M -50,690 -89%
ES
85
Eagle Strategies
New York
$320K +$76.4K +1,522 +31%
WMG
86
WESCAP Management Group
California
$305K +$8.99K +179 +3%
PA
87
Parallel Advisors
California
$301K – – –
SWM
88
Silverlake Wealth Management
Vermont
$270K -$99.8K -1,989 -27%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$265K +$265K +5,281 New
CWC
90
Carolinas Wealth Consulting
North Carolina
$244K +$803 +16 +0.3%
Truist Financial
91
Truist Financial
North Carolina
$234K -$40.7K -810 -15%
PAS
92
Park Avenue Securities
New York
$225K +$225K +4,473 New
EAM
93
Evanson Asset Management
California
$224K – – –
TA
94
TruWealth Advisors
Louisiana
$215K -$426K -8,478 -66%
KAS
95
Kestra Advisory Services
Texas
$205K +$15K +299 +8%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$150K +$54.4K +1,084 +57%
CA
97
CoreCap Advisors
Michigan
$124K +$9.89K +197 +9%
Comerica Bank
98
Comerica Bank
Texas
$117K – – –
SFC
99
SYM Financial Corp
Indiana
$100K – – –
PTC
100
Private Trust Company
Ohio
$94.5K -$27.4K -546 -22%
2 3
4
5 6