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Invesco S&P SmallCap Value with Momentum ETF

36 hedge funds and large institutions have $53.1M invested in Invesco S&P SmallCap Value with Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MCC
1
Money Concepts Capital
Florida
$13M 372,768 +372,768 New
Bank of America
2
Bank of America
North Carolina
$11.7M 336,307 +46,424 +16%
LPL Financial
3
LPL Financial
California
$8.27M 236,947 +40,583 +21%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$3.57M 70,452
IWM
5
IHT Wealth Management
Illinois
$2.67M 67,371 +40,562 +151%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$2.07M 59,252 -9,282 -14%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.94M 55,404 +16,373 +42%
Ameriprise
8
Ameriprise
Minnesota
$1.48M 42,370 +42,370 New
Morgan Stanley
9
Morgan Stanley
New York
$1.18M 33,856 +10,960 +48%
TWM
10
Tolleson Wealth Management
Texas
$1.16M 33,333
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.04M 29,734 -30,810 -51%
RJA
12
Raymond James & Associates
Florida
$887K 25,402 +13,388 +111%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$652K 18,678 +18,678 New
Citigroup
14
Citigroup
New York
$465K 13,304 -759 -5%
Wells Fargo
15
Wells Fargo
California
$358K 10,243 +2,200 +27%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$350K 10,050 +14 +0.1%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$342K 9,783 -30,918 -76%
IFWM
18
Institute for Wealth Management
Colorado
$340K 9,740
ACM
19
Armbruster Capital Management
New York
$318K 9,094
Creative Planning
20
Creative Planning
Kansas
$304K 8,708
PA
21
Parallel Advisors
California
$257K 7,371 -1,154 -14%
Osaic Holdings
22
Osaic Holdings
Arizona
$224K 6,407 -970 -13%
OIA
23
Optimum Investment Advisors
Illinois
$87K 2,500 -1,000 -29%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$85K 2,430 +369 +18%
CWC
25
Carolinas Wealth Consulting
North Carolina
$67K 1,928 +4 +0.2%