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Invesco S&P SmallCap Value with Momentum ETF
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Overview Fund Activity

119 hedge funds and large institutions have $380M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-14
Holders Change %
-10.53%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
46
Reduced
52
Closed
20
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$10K

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$6.2M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$5.76M
3
Bank of America
3
Bank of America
North Carolina
$24.9M
4
AAP
4
Arax Advisory Partners
Colorado
$2.04M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.08M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$61.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$28.7M
3
FFN
3
Focus Financial Network
Minnesota
$0
4
AFS
4
Anderson Financial Strategies
Ohio
$12.5K
5
IWS
5
Insight Wealth Strategies
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$92.7K -$5.67K -113 -6%
RMP
102
Richards, Merrill & Peterson
Washington
$75.3K – – –
NEWAS
103
N.E.W. Advisory Services
Wisconsin
$63.7K +$63.7K +1,270 New
AWM
104
AE Wealth Management
Kansas
$58K +$8.64K +172 +17%
CPG
105
Cornerstone Planning Group
New Jersey
$56.8K +$474 +10 +0.8%
FFA
106
Farther Finance Advisors
California
$42.1K +$24K +477 +133%
MCM
107
MAI Capital Management
Ohio
$34.1K – – –
HIA
108
Harbor Investment Advisory
Maryland
$32.6K – – –
SPIA
109
Steward Partners Investment Advisory
New York
$24.8K – – –
NA
110
NewEdge Advisors
Louisiana
$18.1K -$222K -4,417 -92%
GWSG
111
GPS Wealth Strategies Group
Colorado
$17.4K +$904 +18 +5%
WWM
112
Wagner Wealth Management
South Carolina
$15.2K +$301 +6 +2%
HI
113
Harbour Investments
Wisconsin
$13.6K -$24.9K -496 -65%
AG
114
AmeriFlex Group
Nevada
$13.1K -$1.66K -33 -11%
AFS
115
Anderson Financial Strategies
Ohio
$12.5K -$5.88M -117,205 -100%
FGAM
116
Financial Gravity Asset Management
Texas
$8.33K +$8.33K +166 New
GFPC
117
Global Financial Private Client
Florida
$4.41K -$6.75K -133 -60%
Russell Investments Group
118
Russell Investments Group
United Kingdom
$744 +$744 +15 New
AF
119
Allworth Financial
California
$15 -$17 – –
FFN
120
Focus Financial Network
Minnesota
– -$6.35M -116,621 Closed
IWS
121
Insight Wealth Strategies
California
– -$5.56M -102,080 Closed
LWP
122
Laurel Wealth Planning
Minnesota
– -$1.71M -31,429 Closed
IAA
123
Independent Advisor Alliance
North Carolina
– -$1.17M -21,535 Closed
WAS
124
WESPAC Advisors SoCal
California
– -$1.1M -20,160 Closed
BEI
125
Benjamin Edwards Inc
Missouri
– -$921K -16,845 Closed
2 3 4
5
6