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Invesco S&P SmallCap Value with Momentum ETF

122 hedge funds and large institutions have $338M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$9.84M
2 +$7.57M
3 +$1.79M
4
Morgan Stanley
Morgan Stanley
New York
+$1.69M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
HAP
101
Harbor Asset Planning
Massachusetts
$55.1K
AWM
102
AE Wealth Management
Kansas
$49.5K
GRP
103
Global Retirement Partners
California
$39.7K
KAS
104
Kestra Advisory Services
Texas
$39.5K
HIA
105
Harbor Investment Advisory
Maryland
$37.1K
UB
106
UMB Bank
Missouri
$32K
GAFA
107
Garton & Associates Financial Advisors
Kentucky
$31.5K
BCMIO
108
Beacon Capital Management Inc (Ohio)
Ohio
$31.3K
CP
109
Camelot Portfolios
Ohio
$20.9K
DF
110
DecisionPoint Financial
Arizona
$20.4K
US Bancorp
111
US Bancorp
Minnesota
$18.7K
WWMSC
112
Wagner Wealth Management (South Carolina)
South Carolina
$16.6K
FGAM
113
Financial Gravity Asset Management
Texas
$9.48K
SAM
114
Smartleaf Asset Management
Massachusetts
$8.71K
BW
115
Basepoint Wealth
Iowa
$8K
IAIM
116
International Assets Investment Management
Florida
$7.83K
Comerica Bank
117
Comerica Bank
Texas
$6.74K
IIM
118
IFC & Insurance Marketing
California
$6K
JWM
119
Jessup Wealth Management
Ohio
$5.43K
HI
120
Harbour Investments
Wisconsin
$5.14K
FHA
121
Flagship Harbor Advisors
Massachusetts
$3.5K
SIS
122
Sound Income Strategies
Florida
$13
AWM
123
Apex Wealth Management
New Hampshire
LBC
124
Leigh Baldwin & Co
New York
AWA
125
Arete Wealth Advisors
Illinois