XSVM icon

Invesco S&P SmallCap Value with Momentum ETF

130 hedge funds and large institutions have $506M invested in Invesco S&P SmallCap Value with Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-4
Holders Change %
-2.99%
% of All Funds
1.88%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
61
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$238K -$1.41M -25,692 -86%
VFO
102
Virtus Family Office
Texas
$234K -$220 -4 -0.1%
FAIM
103
Financial Advocates Investment Management
Washington
$228K +$228K +4,152 New
SSWM
104
Sheets Smith Wealth Management
North Carolina
$206K +$206K +3,740 New
Comerica Bank
105
Comerica Bank
Texas
$129K
SFC
106
SYM Financial Corp
Indiana
$110K
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$106K -$3.42K -62 -3%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$105K +$10.8K +196 +11%
GRP
109
Global Retirement Partners
California
$104K -$28.9K -526 -22%
CA
110
CoreCap Advisors
Michigan
$99.4K +$165 +3 +0.2%
PTC
111
Private Trust Company
Ohio
$97.3K
CPG
112
Cornerstone Planning Group
New Jersey
$64.1K +$271 +5 +0.4%
FGC
113
Financial Gravity Companies
Texas
$48.9K +$48.9K +890 New
FCAS
114
First Command Advisory Services
Texas
$46.8K +$9.68K +176 +26%
HI
115
Harbour Investments
Wisconsin
$45.4K -$9.68K -176 -18%
HIA
116
Harbor Investment Advisory
Maryland
$35.7K
SPIA
117
Steward Partners Investment Advisory
New York
$27.2K +$2.42K +44 +10%
HR
118
Howe & Rusling
New York
$25.5K +$25.5K +464 New
AWM
119
Avior Wealth Management
Nebraska
$21.9K -$23.2K -421 -51%
NA
120
NewEdge Advisors
Louisiana
$19.8K +$13.7K +250 +227%
FFA
121
Farther Finance Advisors
California
$19.7K +$5.88K +107 +42%
WWM
122
Wagner Wealth Management
South Carolina
$16.2K +$1.71K +31 +12%
GWSG
123
GPS Wealth Strategies Group
Colorado
$16.1K +$7.04K +128 +78%
FNWA
124
Financial Network Wealth Advisors
Utah
$12.4K -$47.1K -857 -79%
GFPC
125
Global Financial Private Client
Florida
$12.1K +$661 +12 +6%