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Invesco S&P SmallCap Value with Momentum ETF

111 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 10 funds opening new positions, 26 increasing their positions, 62 reducing their positions, and 16 closing their positions.

Holders
111
Holders Change
-8
Holders Change %
-6.72%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
26
Reduced
62
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$24.1K 464 -31 -6%
NA
102
NewEdge Advisors
Louisiana
$18.7K 360
GWSG
103
GPS Wealth Strategies Group
Colorado
$18K 346
US Bancorp
104
US Bancorp
Minnesota
$17.1K 328 +328 New
WWM
105
Wagner Wealth Management
South Carolina
$15K 288 -14 -5%
AG
106
AmeriFlex Group
Nevada
$12.9K 249 -11 -4%
FGC
107
Financial Gravity Companies
Texas
$8.63K 166 +166 New
Simplex Trading
108
Simplex Trading
Illinois
$8K 169 +169 New
HI
109
Harbour Investments
Wisconsin
$4.68K 90 -180 -67%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$3.54K 68 +68 New
PS
111
Principal Securities
Iowa
$1.14K 22 -9,943 -100%
AF
112
Allworth Financial
California
SIS
113
Sound Income Strategies
Florida
DADC
114
D.A. Davidson & Co
Montana
-18,678 Closed
GIA
115
Gladstone Institutional Advisory
Florida
-11,898 Closed
ACM
116
Andina Capital Management
Utah
-11,178 Closed
Jane Street
117
Jane Street
New York
-10,370 Closed
4WM
118
49 Wealth Management
Texas
-8,781 Closed
TSS
119
Two Sigma Securities
New York
-8,414 Closed
FTUS
120
Flow Traders U.S.
New York
-7,594 Closed
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
-5,281 Closed
CWC
122
Carolinas Wealth Consulting
North Carolina
-4,854 Closed
PAS
123
Park Avenue Securities
New York
-4,473 Closed
Comerica Bank
124
Comerica Bank
Texas
-2,337 Closed
NEWAS
125
N.E.W. Advisory Services
Wisconsin
-1,270 Closed