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Invesco S&P SmallCap Value with Momentum ETF

63 hedge funds and large institutions have $172M invested in Invesco S&P SmallCap Value with Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+11
Holders Change %
+21.15%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
25
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PS
1
Portfolio Strategies
New York
$33.4M 659,370 +292,364 +80%
Bank of America
2
Bank of America
North Carolina
$27.6M 543,770 +255,457 +89%
LPL Financial
3
LPL Financial
California
$24.6M 483,946 +59,922 +14%
Ameriprise
4
Ameriprise
Minnesota
$11.7M 230,713 +224,964 +3,913%
Morgan Stanley
5
Morgan Stanley
New York
$8.47M 166,914 -28,335 -15%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$6.02M 118,754 +109,631 +1,202%
Wells Fargo
7
Wells Fargo
California
$4.67M 91,982 +49,351 +116%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.24M 83,580 +64,669 +342%
CCC
9
Crescent Capital Consulting
Louisiana
$3.89M 76,618 +72,668 +1,840%
CCP
10
Cardan Capital Partners
Colorado
$3.71M 73,124 +18,030 +33%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$3.57M 70,452
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.36M 66,202 +56,728 +599%
Citadel Advisors
13
Citadel Advisors
Florida
$3.17M 62,488 +62,488 New
RJA
14
Raymond James & Associates
Florida
$2.37M 46,747 +5,728 +14%
FEM
15
Fulcrum Equity Management
Texas
$2.34M 46,145 +46,145 New
TAIM
16
TD Ameritrade Investment Management
Nebraska
$2.02M 39,778 -19,474 -33%
SWM
17
Spire Wealth Management
Virginia
$1.85M 36,465
FA
18
Fermata Advisors
California
$1.77M 34,959 +15,710 +82%
PAG
19
Private Advisor Group
New Jersey
$1.76M 34,633 +27,260 +370%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.74M 34,258 +8,638 +34%
TWM
21
Tolleson Wealth Management
Texas
$1.69M 33,333
AI
22
Atria Investments
North Carolina
$1.68M 33,200 +4,953 +18%
Jane Street
23
Jane Street
New York
$1.61M 31,771 +25,470 +404%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.52M 29,939 +4,035 +16%
EE
25
EWG Elevate
California
$1.49M 29,118 +29,118 New