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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

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

9% more funds holding

Funds holding: 114124 (+10)

2.39% more ownership

Funds ownership: 56.63%59.01% (+2.4%)

5% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 40

3% more capital invested

Capital invested by funds: $328M → $339M (+$10.5M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
42
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$56.1K +$26.9K +478 +95%
HAP
102
Harbor Asset Planning
Massachusetts
$55.1K +$225 +4 +0.4%
AWM
103
AE Wealth Management
Kansas
$49.5K -$3.04K -54 -6%
GRP
104
Global Retirement Partners
California
$39.7K -$1.75K -31 -4%
KAS
105
Kestra Advisory Services
Texas
$39.5K +$38.9K +691 New
HIA
106
Harbor Investment Advisory
Maryland
$37.1K
UB
107
UMB Bank
Missouri
$32K +$31.5K +560 New
GAFA
108
Garton & Associates Financial Advisors
Kentucky
$31.5K +$31.1K +552 New
BCMIO
109
Beacon Capital Management Inc (Ohio)
Ohio
$31.3K -$113 -2 -0.4%
CP
110
Camelot Portfolios
Ohio
$20.9K +$20.6K +365 New
DF
111
DecisionPoint Financial
Arizona
$20.4K +$20.1K +357 New
US Bancorp
112
US Bancorp
Minnesota
$18.7K
WWMSC
113
Wagner Wealth Management (South Carolina)
South Carolina
$16.6K +$56 +1 +0.3%
CWMS
114
CFG Wealth Management Services
Indiana
$9.95K +$9.8K +174 New
FGAM
115
Financial Gravity Asset Management
Texas
$9.48K
SAM
116
Smartleaf Asset Management
Massachusetts
$8.71K +$8.5K +151 New
BW
117
Basepoint Wealth
Iowa
$8K +$7.88K +140 New
IAIM
118
International Assets Investment Management
Florida
$7.83K +$7.71K +137 New
Comerica Bank
119
Comerica Bank
Texas
$6.74K +$6.64K +118 New
IIM
120
IFC & Insurance Marketing
California
$6K +$5.91K +105 New
JWM
121
Jessup Wealth Management
Ohio
$5.43K +$5.35K +95 New
HI
122
Harbour Investments
Wisconsin
$5.14K
FHA
123
Flagship Harbor Advisors
Massachusetts
$3.5K +$3.44K +61 New
SIS
124
Sound Income Strategies
Florida
$13
AWM
125
Apex Wealth Management
New Hampshire
-$1.94M -34,403 Closed