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Invesco S&P SmallCap Value with Momentum ETF

127 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 17 funds opening new positions, 41 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

2% more funds holding

Funds holding: 124127 (+3)

2.93% less ownership

Funds ownership: 59.01%56.08% (-2.9%)

7% less capital invested

Capital invested by funds: $339M → $316M (-$22.6M)

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
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
41
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
101
SYM Financial Corp
Indiana
$121K
PTC
102
Private Trust Company
Ohio
$108K
CAL
103
Capital Analysts LLC
Pennsylvania
$97K
RMP
104
Richards, Merrill & Peterson
Washington
$90.4K
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$59.6K
SPIA
106
Steward Partners Investment Advisory
New York
$59.6K +$365 +6 +0.6%
HAP
107
Harbor Asset Planning
Massachusetts
$58.4K +$243 +4 +0.4%
AWM
108
AE Wealth Management
Kansas
$43.1K -$9.24K -152 -18%
HIA
109
Harbor Investment Advisory
Maryland
$39.2K
UB
110
UMB Bank
Missouri
$33.7K
BCMIO
111
Beacon Capital Management Inc (Ohio)
Ohio
$32.9K -$61 -1 -0.2%
BlackRock
112
BlackRock
New York
$30.3K +$30.6K +503 New
US Bancorp
113
US Bancorp
Minnesota
$19.8K
WWMSC
114
Wagner Wealth Management (South Carolina)
South Carolina
$17.6K +$122 +2 +0.7%
VAI
115
Vanguard Advisers Inc
Pennsylvania
$15.6K +$15.8K +260 New
AF
116
Allworth Financial
California
$15.4K -$72.5K -1,193 -82%
CWMS
117
CFG Wealth Management Services
Indiana
$10.5K +$61 +1 +0.6%
CPG
118
Cornerstone Planning Group
New Jersey
$9.52K -$65.2K -1,072 -88%
BW
119
Basepoint Wealth
Iowa
$8.44K
IAIM
120
International Assets Investment Management
Florida
$8.3K
IWS
121
Intentional Wealth Strategies
Colorado
$7.71K +$7.78K +128 New
HI
122
Harbour Investments
Wisconsin
$5.42K
MSG
123
Main Street Group
Virginia
$4.76K +$4.8K +79 New
RF
124
Rossby Financial
Florida
$2.91K +$2.92K +48 New
LFA
125
Longview Financial Advisors
Alabama
$1.99K +$2.01K +33 New