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Invesco S&P SmallCap Value with Momentum ETF

130 hedge funds and large institutions have $506M invested in Invesco S&P SmallCap Value with Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-4
Holders Change %
-2.99%
% of All Funds
1.88%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
61
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$5.17K
CAL
127
Capital Analysts LLC
Pennsylvania
$3K
NFA
128
Northwest Financial Advisors
Virginia
$1.93K +$1.93K +35 New
VAMG
129
Voisard Asset Management Group
Michigan
$1.71K
Goldman Sachs
130
Goldman Sachs
New York
-$1.06M -20,311 Closed
Citadel Advisors
131
Citadel Advisors
Florida
-$971K -18,538 Closed
GIA
132
Gladstone Institutional Advisory
Florida
-$919K -17,542 Closed
TFM
133
Trademark Financial Management
Minnesota
-$827K -15,781 Closed
FTUS
134
Flow Traders U.S.
New York
-$515K -9,841 Closed
KAS
135
Kestra Advisory Services
Texas
-$371K -7,091 Closed
AI
136
Atria Investments
North Carolina
-$352K -6,728 Closed
DAS
137
Dynamic Advisor Solutions
Arizona
-$324K -6,182 Closed
WWM
138
Western Wealth Management
Colorado
-$299K -5,699 Closed
WIA
139
Wetzel Investment Advisors
Indiana
-$46.9K -707 Closed
CP
140
Camelot Portfolios
Ohio
-$18.8K -359 Closed
BTI
141
Blue Trust Inc
Georgia
-$13.6K -239 Closed
PB
142
Pinnacle Bancorp
Nebraska
-$9.27K -177 Closed
IAIM
143
International Assets Investment Management
Florida
-$5.92K -113 Closed
AssetMark Inc
144
AssetMark Inc
California
-$2.15K -41 Closed
KFS
145
Kelly Financial Services
Massachusetts
-$422 -8 Closed