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Invesco S&P SmallCap Value with Momentum ETF

124 hedge funds and large institutions have $339M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
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
SPIA
101
Steward Partners Investment Advisory
New York
$56.1K
HAP
102
Harbor Asset Planning
Massachusetts
$55.1K
AWM
103
AE Wealth Management
Kansas
$49.5K
GRP
104
Global Retirement Partners
California
$39.7K
KAS
105
Kestra Advisory Services
Texas
$39.5K
HIA
106
Harbor Investment Advisory
Maryland
$37.1K
UB
107
UMB Bank
Missouri
$32K
GAFA
108
Garton & Associates Financial Advisors
Kentucky
$31.5K
BCMIO
109
Beacon Capital Management Inc (Ohio)
Ohio
$31.3K
CP
110
Camelot Portfolios
Ohio
$20.9K
DF
111
DecisionPoint Financial
Arizona
$20.4K
US Bancorp
112
US Bancorp
Minnesota
$18.7K
WWMSC
113
Wagner Wealth Management (South Carolina)
South Carolina
$16.6K
CWMS
114
CFG Wealth Management Services
Indiana
$9.95K
FGAM
115
Financial Gravity Asset Management
Texas
$9.48K
SAM
116
Smartleaf Asset Management
Massachusetts
$8.71K
BW
117
Basepoint Wealth
Iowa
$8K
IAIM
118
International Assets Investment Management
Florida
$7.83K
Comerica Bank
119
Comerica Bank
Texas
$6.74K
IIM
120
IFC & Insurance Marketing
California
$6K
JWM
121
Jessup Wealth Management
Ohio
$5.43K
HI
122
Harbour Investments
Wisconsin
$5.14K
FHA
123
Flagship Harbor Advisors
Massachusetts
$3.5K
SIS
124
Sound Income Strategies
Florida
$13
AWM
125
Apex Wealth Management
New Hampshire