XSVM icon

Invesco S&P SmallCap Value with Momentum ETF

35 hedge funds and large institutions have $29.1M invested in Invesco S&P SmallCap Value with Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CCP
1
Cardan Capital Partners
Colorado
$7.52M 285,031 +285,031 New
Bank of America
2
Bank of America
North Carolina
$6.58M 249,386 -3,321 -1%
LPL Financial
3
LPL Financial
California
$3.47M 131,448 -2,143 -2%
Wells Fargo
4
Wells Fargo
California
$1.41M 53,519 +2,044 +4%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$1.37M 51,785 -1,595 -3%
Morgan Stanley
6
Morgan Stanley
New York
$1.23M 46,560 +1,529 +3%
CCM
7
Condor Capital Management
New Jersey
$1.01M 38,244 -110 -0.3%
Citigroup
8
Citigroup
New York
$956K 36,242 +26,776 +283%
TWM
9
Tolleson Wealth Management
Texas
$880K 33,333 +33,333 New
CCA
10
Clearwater Capital Advisors
Illinois
$799K 30,260 -8,783 -22%
AG
11
Advisor Group
Arizona
$761K 28,858 +547 +2%
UBS Group
12
UBS Group
Switzerland
$479K 18,152 +6,934 +62%
Citadel Advisors
13
Citadel Advisors
Florida
$475K 17,999 +9,054 +101%
Creative Planning
14
Creative Planning
Kansas
$334K 12,675
IFWM
15
Institute for Wealth Management
Colorado
$292K 11,070 +11,070 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$284K 10,795 -100 -0.9%
UWPG
17
Ullmann Wealth Partners Group
Florida
$267K 10,122 -51 -0.5%
Jane Street
18
Jane Street
New York
$223K 8,432 +8,432 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$179K 6,774 -2,163 -24%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$154K 5,830 +10 +0.2%
SG Americas Securities
21
SG Americas Securities
New York
$140K 5,305 -1,142 -18%
OIA
22
Optimum Investment Advisors
Illinois
$79K 3,000
BCMIO
23
Beacon Capital Management Inc (Ohio)
Ohio
$72K 2,723 -403 -13%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$46K 1,755
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$28K 1,065 -133 -11%