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Invesco S&P SmallCap Value with Momentum ETF

106 hedge funds and large institutions have $372M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-7
Holders Change %
-6.19%
% of All Funds
1.69%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
47
Reduced
33
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KFS
101
Kelly Financial Services
Massachusetts
$6.33K -$672 -14 -10%
NA
102
NewEdge Advisors
Louisiana
$5.3K
PB
103
Pinnacle Bancorp
Nebraska
$3.32K +$3.32K +69 New
IPW
104
Impact Partnership Wealth
Georgia
$2.46K
FDCDDQ
105
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.83K
RA
106
RFG Advisory
Alabama
-$1.56M -33,674 Closed
TAIM
107
TD Ameritrade Investment Management
Nebraska
-$1.43M -30,810 Closed
AWA
108
Arete Wealth Advisors
Illinois
-$809K -17,416 Closed
ACS
109
Archford Capital Strategies
Illinois
-$768K -15,567 Closed
Citadel Advisors
110
Citadel Advisors
Florida
-$694K -14,951 Closed
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
-$681K -14,669 Closed
AWS
112
Atria Wealth Solutions
New York
-$379K -8,166 Closed
ZIMP
113
Zimmermann Investment Management & Planning
Pennsylvania
-$311K -6,700 Closed
TCWM
114
Total Clarity Wealth Management
Illinois
-$268K -5,774 Closed
FTUS
115
Flow Traders U.S.
New York
-$225K -4,850 Closed
WAP
116
Wealthcare Advisory Partners
Pennsylvania
-$216K -4,650 Closed
Qube Research & Technologies (QRT)
117
Qube Research & Technologies (QRT)
United Kingdom
-$79K -1,045 Closed
CSWM
118
Cassady Schiller Wealth Management
Ohio
-$11K -237 Closed
GBT
119
Grove Bank & Trust
Florida
-$7.48K -161 Closed
KM
120
Kalos Management
Georgia
-$7.15K -154 Closed
NSG
121
Nalls Sherbakoff Group
Tennessee
-$5.66K -133 Closed
IGWM
122
ICA Group Wealth Management
Colorado
-$2.56K -55 Closed