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Invesco S&P SmallCap Value with Momentum ETF

52 hedge funds and large institutions have $110M invested in Invesco S&P SmallCap Value with Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
52
Holders Change
+16
Holders Change %
+44.44%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
20
Increased
10
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$20.6M 424,024 +187,077 +79%
MCC
2
Money Concepts Capital
Florida
$20M 411,121 +38,353 +10%
PS
3
Portfolio Strategies
New York
$17.8M 367,006 +367,006 New
Bank of America
4
Bank of America
North Carolina
$14M 288,313 -47,994 -14%
Morgan Stanley
5
Morgan Stanley
New York
$9.49M 195,249 +161,393 +477%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$3.57M 70,452
CCP
7
Cardan Capital Partners
Colorado
$2.68M 55,094 +55,094 New
Wells Fargo
8
Wells Fargo
California
$2.07M 42,631 +32,388 +316%
TAIM
9
TD Ameritrade Investment Management
Nebraska
$2.07M 59,252
RJA
10
Raymond James & Associates
Florida
$1.99M 41,019 +15,617 +61%
SWM
11
Spire Wealth Management
Virginia
$1.77M 36,465 +36,465 New
TWM
12
Tolleson Wealth Management
Texas
$1.62M 33,333
AI
13
Atria Investments
North Carolina
$1.37M 28,247 +28,247 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.26M 25,904 -29,500 -53%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.24M 25,620 +19,213 +300%
FA
16
Fermata Advisors
California
$931K 19,249 +19,249 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$918K 18,911 +8,861 +88%
Citigroup
18
Citigroup
New York
$641K 13,187 -117 -0.9%
Creative Planning
19
Creative Planning
Kansas
$493K 10,147 +1,439 +17%
IFWM
20
Institute for Wealth Management
Colorado
$473K 9,740
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$460K 9,474 -20,260 -68%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$443K 9,123 +9,123 New
ACM
23
Armbruster Capital Management
New York
$442K 9,094
PA
24
Parallel Advisors
California
$358K 7,371
PAG
25
Private Advisor Group
New Jersey
$358K 7,373 +7,373 New