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Invesco S&P SmallCap Value with Momentum ETF

32 hedge funds and large institutions have $21.5M invested in Invesco S&P SmallCap Value with Momentum ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 8 closing their positions.

Holders
32
Holders Change
-3
Holders Change %
-8.57%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
5
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.6M 232,553 -10,375 -4%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$3.57M 70,452
LPL Financial
3
LPL Financial
California
$3.13M 158,270 +8,759 +6%
CCP
4
Cardan Capital Partners
Colorado
$2.69M 136,138 -177,733 -57%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$1.5M 75,988 +27,456 +57%
Citadel Advisors
6
Citadel Advisors
Florida
$1.01M 50,882 +34,512 +211%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$945K 47,801 +47,801 New
Wells Fargo
8
Wells Fargo
California
$711K 35,987 +630 +2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$681K 34,456 +34,456 New
TWM
10
Tolleson Wealth Management
Texas
$659K 33,333
Morgan Stanley
11
Morgan Stanley
New York
$628K 31,759 -62,241 -66%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$493K 24,969 +18,415 +281%
Citigroup
13
Citigroup
New York
$234K 11,850 +933 +9%
PA
14
Parallel Advisors
California
$168K 8,525
Osaic Holdings
15
Osaic Holdings
Arizona
$166K 8,434 +8,434 New
OIA
16
Optimum Investment Advisors
Illinois
$59K 3,000
BFEC
17
Benjamin F. Edwards & Company
Missouri
$41K 2,061
BCMIO
18
Beacon Capital Management Inc (Ohio)
Ohio
$41K 2,088 +31 +2%
CWC
19
Carolinas Wealth Consulting
North Carolina
$38K 1,898 +1,898 New
SPIA
20
Steward Partners Investment Advisory
New York
$32K 1,638
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$19K 952 -119 -11%
CAN
22
Claraphi Advisory Network
United States
$18K 908 +908 New
PMFA
23
Plante Moran Financial Advisors
Michigan
$15K 750
HIA
24
Harbor Investment Advisory
Maryland
$13K 650
UBS Group
25
UBS Group
Switzerland
$9K 438 -148 -25%