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Invesco S&P SmallCap Value with Momentum ETF

134 hedge funds and large institutions have $451M invested in Invesco S&P SmallCap Value with Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+5
Holders Change %
+3.88%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
19
Increased
63
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
126
GPS Wealth Strategies Group
Colorado
$8.59K
IAIM
127
International Assets Investment Management
Florida
$5.92K +$5.92K +113 New
NA
128
NewEdge Advisors
Louisiana
$5.76K
US Bancorp
129
US Bancorp
Minnesota
$4.92K -$2.1K -40 -30%
CAL
130
Capital Analysts LLC
Pennsylvania
$3K +$3K +60 New
AssetMark Inc
131
AssetMark Inc
California
$2.15K +$2.15K +41 New
VAMG
132
Voisard Asset Management Group
Michigan
$1.62K
KFS
133
Kelly Financial Services
Massachusetts
$422
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
-$9.02M -158,362 Closed
PWA
135
Primoris Wealth Advisors
Florida
-$2.1M -36,935 Closed
Two Sigma Investments
136
Two Sigma Investments
New York
-$1.01M -17,700 Closed
BI
137
Berkeley Inc
Idaho
-$685K -12,029 Closed
CWM
138
Comprehensive Wealth Management
Washington
-$520K -9,138 Closed
Baird Financial Group
139
Baird Financial Group
Wisconsin
-$386K -6,775 Closed
SSWM
140
Sheets Smith Wealth Management
North Carolina
-$350K -6,140 Closed
UWPG
141
Ullmann Wealth Partners Group
Florida
-$204K -3,575 Closed
SMA
142
Sage Mountain Advisors
Georgia
-$8.77K -154 Closed
WCAMG
143
Woodard & Company Asset Management Group
North Carolina
-$2.28K -40 Closed
PCMC
144
Private Capital Management (Colorado)
Colorado
-$741 -13 Closed