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Invesco S&P SmallCap Value with Momentum ETF

113 hedge funds and large institutions have $344M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-4
Holders Change %
-3.42%
% of All Funds
1.78%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
40
Reduced
43
Closed
15
Calls
$51K
Puts
Net Calls
+$51K
Net Calls Change
-$44K
Name Holding Trade Value Shares
Change
Shares
Change %
WCAMG
101
Woodard & Company Asset Management Group
North Carolina
$13.5K
CA
102
Clearstead Advisors
Ohio
$11.1K
CSWM
103
Cassady Schiller Wealth Management
Ohio
$11K +$11K +237 New
GBT
104
Grove Bank & Trust
Florida
$7.48K
KM
105
Kalos Management
Georgia
$7.15K
KFS
106
Kelly Financial Services
Massachusetts
$6.78K +$46 +1 +0.7%
NSG
107
Nalls Sherbakoff Group
Tennessee
$5.66K
NA
108
NewEdge Advisors
Louisiana
$5.11K
IGWM
109
ICA Group Wealth Management
Colorado
$2.56K +$2.56K +55 New
IPW
110
Impact Partnership Wealth
Georgia
$2.37K +$2.37K +51 New
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.77K
Fidelity Investments
112
Fidelity Investments
Massachusetts
$232 -$3.2K -69 -93%
WIA
113
World Investment Advisors
California
-$456K -10,009 Closed
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
-$282K -6,200 Closed
Brown Advisory
115
Brown Advisory
Maryland
-$268K -5,878 Closed
OC
116
Oppenheimer & Co
New York
-$266K -5,839 Closed
FAIM
117
Financial Advocates Investment Management
Washington
-$232K -5,092 Closed
NFG
118
Nations Financial Group
Iowa
-$208K -4,565 Closed
AAS
119
Ameritas Advisory Services
Nebraska
-$156K -3,459 Closed
BAM
120
Belpointe Asset Management
Nevada
-$135K -2,969 Closed
ASN
121
Advisory Services Network
Georgia
-$105K -2,304 Closed
BAAM
122
Baker Avenue Asset Management
California
-$75.1K -1,650 Closed
AWM
123
Accel Wealth Management
Iowa
-$56K -1,230 Closed
CFGS
124
Concourse Financial Group Securities
Alabama
-$34.6K -761 Closed
TAM
125
Tucker Asset Management
Colorado
-$17.9K -393 Closed