XSVM icon

Invesco S&P SmallCap Value with Momentum ETF

134 hedge funds and large institutions have $451M invested in Invesco S&P SmallCap Value with Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+5
Holders Change %
+3.88%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
19
Increased
63
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TC
101
TownSquare Capital
Utah
$208K +$23K +440 +12%
GRP
102
Global Retirement Partners
California
$126K +$34.4K +656 +37%
Comerica Bank
103
Comerica Bank
Texas
$122K
SFC
104
SYM Financial Corp
Indiana
$105K
OSAM
105
O'Shaughnessy Asset Management
Connecticut
$104K
CA
106
CoreCap Advisors
Michigan
$94.5K +$37.1K +709 +65%
PTC
107
Private Trust Company
Ohio
$92.7K -$8.96K -171 -9%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$89.3K +$524 +10 +0.6%
IGWM
109
ICA Group Wealth Management
Colorado
$73.4K -$8.91K -170 -11%
FGAM
110
Financial Gravity Asset Management
Texas
$71.6K +$71.6K +1,367 New
CPG
111
Cornerstone Planning Group
New Jersey
$62.4K -$1.69K -32 -3%
FNWA
112
Financial Network Wealth Advisors
Utah
$59.5K +$59.5K +1,083 New
JPMorgan Chase & Co
113
JPMorgan Chase & Co
New York
$52.8K -$628K -11,990 -92%
HI
114
Harbour Investments
Wisconsin
$52.4K +$3.98K +76 +8%
WIA
115
Wetzel Investment Advisors
Indiana
$46.9K +$18.4K +277 +64%
AWM
116
Avior Wealth Management
Nebraska
$43K
FCAS
117
First Command Advisory Services
Texas
$35.4K
HIA
118
Harbor Investment Advisory
Maryland
$34K
SPIA
119
Steward Partners Investment Advisory
New York
$23.6K +$681 +13 +3%
CP
120
Camelot Portfolios
Ohio
$18.8K +$18.8K +359 New
WWM
121
Wagner Wealth Management
South Carolina
$13.8K +$157 +3 +1%
BTI
122
Blue Trust Inc
Georgia
$13.6K
FFA
123
Farther Finance Advisors
California
$13.1K
GFPC
124
Global Financial Private Client
Florida
$10.9K +$890 +17 +9%
PB
125
Pinnacle Bancorp
Nebraska
$9.27K