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Invesco S&P SmallCap Value with Momentum ETF

117 hedge funds and large institutions have $336M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 52 reducing their positions, and 19 closing their positions.

Holders
117
Holders Change
-9
Holders Change %
-7.14%
% of All Funds
1.87%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
32
Reduced
52
Closed
19
Calls
$109K
Puts
$14K
Net Calls
+$95K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$31.9K -$699 -15,344 -2%
HIA
102
Harbor Investment Advisory
Maryland
$29.6K
TAM
103
Tucker Asset Management
Colorado
$17.9K
WCAMG
104
Woodard & Company Asset Management Group
North Carolina
$13.2K
PTC
105
Private Trust Company
Ohio
$11.8K -$15K -329 -56%
CA
106
Clearstead Advisors
Ohio
$10.8K
GBT
107
Grove Bank & Trust
Florida
$7.33K +$7.33K +161 New
KM
108
Kalos Management
Georgia
$7.01K
KFS
109
Kelly Financial Services
Massachusetts
$6.62K +$6.62K +145 New
TRCT
110
Tower Research Capital (TRC)
New York
$6K +$6K +140 New
NSG
111
Nalls Sherbakoff Group
Tennessee
$5.93K +$5.93K +133 New
PB
112
Pinnacle Bancorp
Nebraska
$5.1K -$91 -2 -2%
NA
113
NewEdge Advisors
Louisiana
$5.01K
AIP
114
Ahrens Investment Partners
Louisiana
$4.55K +$4.55K +100 New
Fidelity Investments
115
Fidelity Investments
Massachusetts
$3.37K -$3.73K -82 -53%
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.73K
PWP
117
Principle Wealth Partners
Connecticut
-$6.53M -142,761 Closed
JWM
118
Jackson Wealth Management
Florida
-$1.53M -33,404 Closed
FA
119
Fermata Advisors
California
-$1.29M -28,194 Closed
Renaissance Technologies
120
Renaissance Technologies
New York
-$531K -11,600 Closed
WAP
121
Wealthcare Advisory Partners
Pennsylvania
-$509K -11,137 Closed
BW
122
Bison Wealth
Georgia
-$417K -8,541 Closed
Goldman Sachs
123
Goldman Sachs
New York
-$362K -7,920 Closed
OFS
124
OneAscent Financial Services
Alabama
-$327K -7,154 Closed
KP
125
Keel Point
Alabama
-$312K -6,815 Closed