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Invesco S&P SmallCap Value with Momentum ETF

127 hedge funds and large institutions have $458M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+21
Holders Change %
+19.81%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
33
Increased
38
Reduced
43
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
101
Private Trust Company
Ohio
$107K -$325 -6 -0.3%
AIM
102
Acropolis Investment Management
Missouri
$106K +$106K +1,955 New
OSAM
103
O'Shaughnessy Asset Management
Connecticut
$75.6K +$75.6K +1,395 New
CPG
104
Cornerstone Planning Group
New Jersey
$72.5K -$9.37K -173 -11%
BWM
105
Baystate Wealth Management
Massachusetts
$61.8K +$217 +4 +0.4%
BCMIO
106
Beacon Capital Management Inc (Ohio)
Ohio
$60.5K -$433 -8 -0.7%
HI
107
Harbour Investments
Wisconsin
$58.5K +$108 +2 +0.2%
SPIA
108
Steward Partners Investment Advisory
New York
$55.3K -$27.9K -515 -34%
FCAS
109
First Command Advisory Services
Texas
$36.6K
HIA
110
Harbor Investment Advisory
Maryland
$35.2K
IGWM
111
ICA Group Wealth Management
Colorado
$33.3K +$33.3K +614 New
WIA
112
Wetzel Investment Advisors
Indiana
$23K +$23K +430 New
WCAMG
113
Woodard & Company Asset Management Group
North Carolina
$13K -$2.71K -50 -17%
CA
114
Clearstead Advisors
Ohio
$12.9K -$12.9K -238 -50%
IA
115
IFP Advisors
Florida
$10.6K +$10.6K +195 New
AWM
116
Able Wealth Management
New Jersey
$9.61K +$9.61K +177 New
GFPC
117
Global Financial Private Client
Florida
$8.29K +$8.29K +153 New
GWSG
118
GPS Wealth Strategies Group
Colorado
$7.91K +$7.91K +146 New
US Bancorp
119
US Bancorp
Minnesota
$7.26K -$32.2K -594 -82%
KFS
120
Kelly Financial Services
Massachusetts
$7.15K
NA
121
NewEdge Advisors
Louisiana
$5.96K
ASN
122
Advisory Services Network
Georgia
$5.42K +$5.42K +100 New
PB
123
Pinnacle Bancorp
Nebraska
$3.74K
GWS
124
Glassman Wealth Services
Virginia
$2.38K +$2.38K +44 New
NFA
125
Northwest Financial Advisors
Virginia
$1.9K +$1.9K +35 New