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

113 hedge funds and large institutions have $331M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-6
Holders Change %
-5.04%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
26
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$3.56M
2
3F
360 Financial
Minnesota
$16.3M
3
VA
Valmark Advisers
Ohio
$15.4M
4
DWM
Dopkins Wealth Management
New York
$2.34M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$2.36M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$13.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$22.4M
3
Morgan Stanley
Morgan Stanley
New York
$19.5M
4
LPL Financial
LPL Financial
California
$56.5M
5
AAS
Avantax Advisory Services
Texas
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ES
76
Eagle Strategies
New York
$352K +$20.6K +396 +6%
PA
77
Parallel Advisors
California
$312K – – –
SPC
78
Sigma Planning Corp
Michigan
$311K -$65.3K -1,256 -17%
AWS
79
Atria Wealth Solutions
New York
$296K -$253K -4,859 -46%
SWM
80
Silverlake Wealth Management
Vermont
$280K +$416 +8 +0.1%
LNWWM
81
Laird Norton Wetherby Wealth Management
California
$260K +$260K +5,000 New
BAAM
82
Baker Avenue Asset Management
California
$260K +$260K +5,000 New
EAM
83
Evanson Asset Management
California
$232K – – –
OIA
84
OneDigital Investment Advisors
Kansas
$228K -$114K -2,191 -33%
WMG
85
WESCAP Management Group
California
$223K -$93K -1,789 -29%
TA
86
TruWealth Advisors
Louisiana
$217K -$5.56K -107 -2%
Truist Financial
87
Truist Financial
North Carolina
$216K -$26.4K -507 -11%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$131K -$24.5K -472 -16%
CA
89
CoreCap Advisors
Michigan
$129K – – –
PTC
90
Private Trust Company
Ohio
$111K +$13K +250 +13%
SFC
91
SYM Financial Corp
Indiana
$104K – – –
AAS
92
Ameritas Advisory Services
Nebraska
$78.7K +$78.7K +1,514 New
RMP
93
Richards, Merrill & Peterson
Washington
$78K – – –
OSAM
94
O'Shaughnessy Asset Management
Connecticut
$72K -$24.1K -463 -25%
CPG
95
Cornerstone Planning Group
New Jersey
$63.3K +$316 +6 +0.5%
BCMIO
96
Beacon Capital Management Inc (Ohio)
Ohio
$55.7K +$55.7K +1,072 New
HAP
97
Harbor Asset Planning
Massachusetts
$49.6K +$49.6K +954 New
AWM
98
AE Wealth Management
Kansas
$48.7K -$11.4K -219 -19%
GRP
99
Global Retirement Partners
California
$42.6K +$42.6K +820 New
FFA
100
Farther Finance Advisors
California
$40K -$3.43K -66 -8%
2 3
4
5 6