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Invesco S&P SmallCap Value with Momentum ETF

128 hedge funds and large institutions have $316M invested in Invesco S&P SmallCap Value with Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

13% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 47

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
128
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
76
Parallel Advisors
California
$362K
OP
77
Oath Planning
Oklahoma
$360K
Truist Financial
78
Truist Financial
North Carolina
$345K
SPC
79
Sigma Planning Corp
Michigan
$339K
GWP
80
Gateway Wealth Partners
Wisconsin
$334K
SWM
81
Silverlake Wealth Management
Vermont
$325K
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$316K
CA
83
CoreCap Advisors
Michigan
$298K
IFG
84
Independent Financial Group
California
$290K
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$282K
PSF
86
Pacific Sun Financial
California
$277K
EAM
87
Evanson Asset Management
California
$268K
SFS
88
Sunrise Financial Services
Washington
$268K
WMG
89
WESCAP Management Group
California
$265K
TA
90
TruWealth Advisors
Louisiana
$252K
OIA
91
OneDigital Investment Advisors
Kansas
$249K
SFC
92
Swisher Financial Concepts
Ohio
$226K
SSWM
93
Sheets Smith Wealth Management
North Carolina
$225K
VA
94
Valmark Advisers
Ohio
$223K
MWP
95
Madison Wealth Partners
Wisconsin
$222K
GS
96
GWN Securities
Florida
$205K
GWM
97
Greenline Wealth Management
Florida
$200K
OSAM
98
O'Shaughnessy Asset Management
Connecticut
$181K
Fidelity Investments
99
Fidelity Investments
Massachusetts
$133K
SFC
100
SYM Financial Corp
Indiana
$121K