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Invesco S&P SmallCap Value with Momentum ETF

119 hedge funds and large institutions have $316M invested in Invesco S&P SmallCap Value with Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
54
Reduced
25
Closed
13
Calls
$206K
Puts
Net Calls
+$206K
Net Calls Change
+$206K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
101
Accel Wealth Management
Iowa
$54K
BCMIO
102
Beacon Capital Management Inc (Ohio)
Ohio
$52K -$82 -2 -0.2%
CFD
103
Creative Financial Designs
Indiana
$52K +$1.45K +35 +3%
TWC
104
TD Waterhouse Canada
Ontario, Canada
$36.5K +$36.5K +635 New
CFGS
105
Concourse Financial Group Securities
Alabama
$31K
JPMorgan Chase & Co
106
JPMorgan Chase & Co
New York
$28K +$28K +683 New
HIA
107
Harbor Investment Advisory
Maryland
$27K
TAM
108
Tucker Asset Management
Colorado
$18.6K +$18.6K +393 New
PTC
109
Private Trust Company
Ohio
$14K
WCAMG
110
Woodard & Company Asset Management Group
North Carolina
$12K
CA
111
Clearstead Advisors
Ohio
$10K
HI
112
Harbour Investments
Wisconsin
$8K
FA
113
Faithward Advisors
Pennsylvania
$6K +$45 +1 +0.8%
PWP
114
Principle Wealth Partners
Connecticut
$5.57K -$93 -2,263 -2%
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.57K
CAL
116
Capital Analysts LLC
Pennsylvania
$1K
Jane Street
117
Jane Street
New York
-$3.33M -75,079 Closed
FEM
118
Fulcrum Equity Management
Texas
-$2.7M -60,685 Closed
GIA
119
Gladstone Institutional Advisory
Florida
-$1.53M -34,413 Closed
LAS
120
LWM Advisory Services
Florida
-$574K -12,915 Closed
CW
121
Connectus Wealth
Ohio
-$566K -12,748 Closed
MSAM
122
Moloney Securities Asset Management
Missouri
-$392K -8,825 Closed
FPGK
123
Financial Partners Group (Kansas)
Kansas
-$233K -5,244 Closed
WA
124
Win Advisors
Florida
-$62K -1,380 Closed
AIP
125
Ahrens Investment Partners
Louisiana
-$27K -600 Closed