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Invesco S&P SmallCap Value with Momentum ETF

37 hedge funds and large institutions have $36.2M invested in Invesco S&P SmallCap Value with Momentum ETF in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 2 closing their positions.

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CCP
1
Cardan Capital Partners
Colorado
$9.41M 308,117 +1,447 +0.5%
Bank of America
2
Bank of America
North Carolina
$7.08M 231,983 -10,687 -4%
LPL Financial
3
LPL Financial
California
$3.94M 129,075 +175 +0.1%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$3.57M 70,452
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.11M 101,817 +70,153 +222%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$1.55M 50,810 +624 +1%
Morgan Stanley
7
Morgan Stanley
New York
$1.08M 35,434 -9,615 -21%
Wells Fargo
8
Wells Fargo
California
$1.03M 33,833 -20,327 -38%
TWM
9
Tolleson Wealth Management
Texas
$1.02M 33,333
AG
10
Advisor Group
Arizona
$853K 27,933 +22 +0.1%
CCA
11
Clearwater Capital Advisors
Illinois
$507K 16,599 -2,025 -11%
Citadel Advisors
12
Citadel Advisors
Florida
$502K 16,439 -17,439 -51%
IFWM
13
Institute for Wealth Management
Colorado
$337K 11,050 -20 -0.2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$318K 10,438 -581 -5%
Creative Planning
15
Creative Planning
Kansas
$273K 8,959 -610 -6%
PA
16
Parallel Advisors
California
$260K 8,525 +8,525 New
UWPG
17
Ullmann Wealth Partners Group
Florida
$242K 7,917 -128 -2%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$205K 6,704 -40,629 -86%
Citigroup
19
Citigroup
New York
$197K 6,447 -915 -12%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$175K 5,738 -106 -2%
UBS Group
21
UBS Group
Switzerland
$115K 3,767 -6,085 -62%
OIA
22
Optimum Investment Advisors
Illinois
$92K 3,000
BFEC
23
Benjamin F. Edwards & Company
Missouri
$63K 2,061
BCMIO
24
Beacon Capital Management Inc (Ohio)
Ohio
$63K 2,064
SPIA
25
Steward Partners Investment Advisory
New York
$60K 1,988