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Invesco S&P SmallCap Value with Momentum ETF

36 hedge funds and large institutions have $36.9M invested in Invesco S&P SmallCap Value with Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% 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
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CCP
1
Cardan Capital Partners
Colorado
$8.63M 291,730 +6,699 +2%
Bank of America
2
Bank of America
North Carolina
$8.03M 271,472 +22,086 +9%
LPL Financial
3
LPL Financial
California
$3.8M 128,463 -2,985 -2%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$3.57M 70,452 +70,452 New
Wells Fargo
5
Wells Fargo
California
$1.58M 53,460 -59 -0.1%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$1.52M 51,260 -525 -1%
Morgan Stanley
7
Morgan Stanley
New York
$1.26M 42,699 -3,861 -8%
CCM
8
Condor Capital Management
New Jersey
$1.12M 37,688 -556 -1%
TWM
9
Tolleson Wealth Management
Texas
$986K 33,333
Citigroup
10
Citigroup
New York
$949K 32,099 -4,143 -11%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$867K 29,311 +29,311 New
AG
12
Advisor Group
Arizona
$853K 28,840 -18 -0.1%
CCA
13
Clearwater Capital Advisors
Illinois
$595K 20,120 -10,140 -34%
Citadel Advisors
14
Citadel Advisors
Florida
$553K 18,701 +702 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$443K 14,975 +8,201 +121%
UBS Group
16
UBS Group
Switzerland
$431K 14,555 -3,597 -20%
Creative Planning
17
Creative Planning
Kansas
$343K 11,607 -1,068 -8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$337K 11,399 +604 +6%
IFWM
19
Institute for Wealth Management
Colorado
$327K 11,070
UWPG
20
Ullmann Wealth Partners Group
Florida
$245K 8,288 -1,834 -18%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$170K 5,780 -50 -0.9%
OIA
22
Optimum Investment Advisors
Illinois
$89K 3,000
BCMIO
23
Beacon Capital Management Inc (Ohio)
Ohio
$77K 2,587 -136 -5%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$61K 2,061 +306 +17%
PMFA
25
Plante Moran Financial Advisors
Michigan
$22K 750