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Invesco S&P SmallCap Value with Momentum ETF

128 hedge funds and large institutions have $316M invested in Invesco S&P SmallCap Value with Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

13% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 47

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
128
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
101
Private Trust Company
Ohio
$108K
CAL
102
Capital Analysts LLC
Pennsylvania
$97K
RMP
103
Richards, Merrill & Peterson
Washington
$90.4K
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$59.6K
SPIA
105
Steward Partners Investment Advisory
New York
$59.6K
HAP
106
Harbor Asset Planning
Massachusetts
$58.4K
AWM
107
AE Wealth Management
Kansas
$43.1K
HIA
108
Harbor Investment Advisory
Maryland
$39.2K
UB
109
UMB Bank
Missouri
$33.7K
BCMIO
110
Beacon Capital Management Inc (Ohio)
Ohio
$32.9K
BlackRock
111
BlackRock
New York
$30.3K
US Bancorp
112
US Bancorp
Minnesota
$19.8K
NA
113
NewEdge Advisors
Louisiana
$19.6K
WWMSC
114
Wagner Wealth Management (South Carolina)
South Carolina
$17.6K
VAI
115
Vanguard Advisers Inc
Pennsylvania
$15.6K
AF
116
Allworth Financial
California
$15.4K
CWMS
117
CFG Wealth Management Services
Indiana
$10.5K
CPG
118
Cornerstone Planning Group
New Jersey
$9.52K
BW
119
Basepoint Wealth
Iowa
$8.44K
IAIM
120
International Assets Investment Management
Florida
$8.3K
IWS
121
Intentional Wealth Strategies
Colorado
$7.71K
WWM
122
Western Wealth Management
Colorado
$6.16K
HI
123
Harbour Investments
Wisconsin
$5.42K
MSG
124
Main Street Group
Virginia
$4.76K
RF
125
Rossby Financial
Florida
$2.91K