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Invesco S&P SmallCap Value with Momentum ETF

34 hedge funds and large institutions have $33.6M invested in Invesco S&P SmallCap Value with Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.79M 289,883 +2,009 +0.7%
SL
2
Systelligence LLC
Minnesota
$6.13M 228,176 +228,176 New
LPL Financial
3
LPL Financial
California
$5.28M 196,364 +21,683 +12%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$3.57M 70,452
TAIM
5
TD Ameritrade Investment Management
Nebraska
$1.84M 68,534 -3,164 -4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.63M 60,544 +23,708 +64%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.09M 40,701 +2,550 +7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.05M 39,031 -2,181 -5%
TWM
9
Tolleson Wealth Management
Texas
$896K 33,333
IWM
10
IHT Wealth Management
Illinois
$720K 26,809 +26,809 New
Morgan Stanley
11
Morgan Stanley
New York
$615K 22,896 -8,325 -27%
Citigroup
12
Citigroup
New York
$378K 14,063 -628 -4%
RJA
13
Raymond James & Associates
Florida
$323K 12,014 +12,014 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$269K 10,036 +1,246 +14%
IFWM
15
Institute for Wealth Management
Colorado
$262K 9,740
ACM
16
Armbruster Capital Management
New York
$244K 9,094
Creative Planning
17
Creative Planning
Kansas
$234K 8,708 -69 -0.8%
PA
18
Parallel Advisors
California
$229K 8,525
Wells Fargo
19
Wells Fargo
California
$216K 8,043 -1 -0%
UWPG
20
Ullmann Wealth Partners Group
Florida
$213K 7,917 +7,917 New
Osaic Holdings
21
Osaic Holdings
Arizona
$198K 7,377 -77 -1%
OIA
22
Optimum Investment Advisors
Illinois
$94K 3,500
BFEC
23
Benjamin F. Edwards & Company
Missouri
$55K 2,061
CWC
24
Carolinas Wealth Consulting
North Carolina
$52K 1,924 +7 +0.4%
BCMIO
25
Beacon Capital Management Inc (Ohio)
Ohio
$44K 1,625 -27 -2%