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Invesco S&P SmallCap Value with Momentum ETF

129 hedge funds and large institutions have $478M invested in Invesco S&P SmallCap Value with Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 37 reducing their positions, and 16 closing their positions.

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
1.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
19
Increased
55
Reduced
37
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFC
101
SYM Financial Corp
Indiana
$114K 2,000
OSAM
102
O'Shaughnessy Asset Management
Connecticut
$113K 1,979 +584 +42%
PTC
103
Private Trust Company
Ohio
$110K 1,940 -32 -2%
GRP
104
Global Retirement Partners
California
$100K 1,756 -1,071 -38%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$96.6K 1,696 -739 -30%
IGWM
106
ICA Group Wealth Management
Colorado
$89.5K 1,572 +958 +156%
CPG
107
Cornerstone Planning Group
New Jersey
$65.9K 1,210 -128 -10%
CA
108
CoreCap Advisors
Michigan
$62.4K 1,096 +1,096 New
HI
109
Harbour Investments
Wisconsin
$52.7K 925 -155 -14%
AWM
110
Avior Wealth Management
Nebraska
$46.7K 820 +820 New
FCAS
111
First Command Advisory Services
Texas
$38.4K 675
HIA
112
Harbor Investment Advisory
Maryland
$37K 650
SPIA
113
Steward Partners Investment Advisory
New York
$24.9K 438 -583 -57%
WIA
114
Wetzel Investment Advisors
Indiana
$22.8K 430
WWM
115
Wagner Wealth Management
South Carolina
$14.8K 260 +260 New
FFA
116
Farther Finance Advisors
California
$14.2K 252 +252 New
BTI
117
Blue Trust Inc
Georgia
$13.6K 239 +239 New
GFPC
118
Global Financial Private Client
Florida
$10.8K 191 +38 +25%
PB
119
Pinnacle Bancorp
Nebraska
$10.1K 177 +108 +157%
GWSG
120
GPS Wealth Strategies Group
Colorado
$9.34K 164 +18 +12%
SMA
121
Sage Mountain Advisors
Georgia
$8.77K 154 +154 New
US Bancorp
122
US Bancorp
Minnesota
$7.63K 134
Jones Financial Companies
123
Jones Financial Companies
Missouri
$7K 123 +123 New
NA
124
NewEdge Advisors
Louisiana
$6.26K 110
WCAMG
125
Woodard & Company Asset Management Group
North Carolina
$2.28K 40 -200 -83%