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

113 hedge funds and large institutions have $331M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-6
Holders Change %
-5.04%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
26
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$3.56M
2
3F
360 Financial
Minnesota
$16.3M
3
VA
Valmark Advisers
Ohio
$15.4M
4
DWM
Dopkins Wealth Management
New York
$2.34M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$2.36M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$13.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$22.4M
3
Morgan Stanley
Morgan Stanley
New York
$19.5M
4
LPL Financial
LPL Financial
California
$56.5M
5
AAS
Avantax Advisory Services
Texas
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
101
Harbor Investment Advisory
Maryland
$33.8K – – –
SPIA
102
Steward Partners Investment Advisory
New York
$24.1K -$1.61K -31 -6%
NA
103
NewEdge Advisors
Louisiana
$18.7K – – –
GWSG
104
GPS Wealth Strategies Group
Colorado
$18K – – –
US Bancorp
105
US Bancorp
Minnesota
$17.1K +$17.1K +328 New
WWM
106
Wagner Wealth Management
South Carolina
$15K -$728 -14 -5%
AG
107
AmeriFlex Group
Nevada
$12.9K -$571 -11 -4%
FGC
108
Financial Gravity Companies
Texas
$8.63K +$8.63K +166 New
Simplex Trading
109
Simplex Trading
Illinois
$8K +$8K +169 New
HI
110
Harbour Investments
Wisconsin
$4.68K -$9.36K -180 -67%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$3.54K +$3.54K +68 New
PS
112
Principal Securities
Iowa
$1.14K -$517K -9,943 -100%
AF
113
Allworth Financial
California
$16 -$15 – –
SIS
114
Sound Income Strategies
Florida
$11 – – –
DADC
115
D.A. Davidson & Co
Montana
– -$938K -18,678 Closed
GIA
116
Gladstone Institutional Advisory
Florida
– -$597K -11,898 Closed
ACM
117
Andina Capital Management
Utah
– -$561K -11,178 Closed
Jane Street
118
Jane Street
New York
– -$521K -10,370 Closed
4WM
119
49 Wealth Management
Texas
– -$441K -8,781 Closed
TSS
120
Two Sigma Securities
New York
– -$422K -8,414 Closed
FTUS
121
Flow Traders U.S.
New York
– -$381K -7,594 Closed
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
– -$265K -5,281 Closed
CWC
123
Carolinas Wealth Consulting
North Carolina
– -$244K -4,854 Closed
PAS
124
Park Avenue Securities
New York
– -$225K -4,473 Closed
Comerica Bank
125
Comerica Bank
Texas
– -$117K -2,337 Closed
2 3 4
5
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