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Invesco S&P SmallCap Value with Momentum ETF

66 hedge funds and large institutions have $143M invested in Invesco S&P SmallCap Value with Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 12 closing their positions.

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
23
Reduced
12
Closed
12
Calls
$3.75M
Puts
Net Calls
+$3.75M
Net Calls Change
+$3.75M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$29.1M 578,984 +35,214 +6%
LPL Financial
2
LPL Financial
California
$25.6M 508,497 +24,551 +5%
Ameriprise
3
Ameriprise
Minnesota
$13.5M 267,751 +37,038 +16%
Morgan Stanley
4
Morgan Stanley
New York
$9.81M 194,868 +27,954 +17%
Wells Fargo
5
Wells Fargo
California
$6.84M 135,899 +43,917 +48%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$6.53M 129,731 +10,977 +9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.49M 128,954 +45,374 +54%
MCM
8
Mainstay Capital Management
Michigan
$4.71M 93,498 +93,498 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.62M 91,841 +25,639 +39%
CCC
10
Crescent Capital Consulting
Louisiana
$2.7M 53,582 -23,036 -30%
FEM
11
Fulcrum Equity Management
Texas
$2.64M 52,484 +6,339 +14%
CCP
12
Cardan Capital Partners
Colorado
$2.39M 47,563 -25,561 -35%
RJA
13
Raymond James & Associates
Florida
$2.31M 45,809 -938 -2%
PAG
14
Private Advisor Group
New Jersey
$1.85M 36,739 +2,106 +6%
TAIM
15
TD Ameritrade Investment Management
Nebraska
$1.84M 68,534 +28,756 +72%
SWM
16
Spire Wealth Management
Virginia
$1.84M 36,465
GIA
17
Gladstone Institutional Advisory
Florida
$1.83M 36,400 +18,762 +106%
OMC
18
Old Mission Capital
Illinois
$1.69M 33,606 +7,674 +30%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.65M 32,791 +2,852 +10%
TWM
20
Tolleson Wealth Management
Texas
$1.51M 30,000 -3,333 -10%
AI
21
Atria Investments
North Carolina
$1.25M 24,759 -8,441 -25%
ACS
22
Archford Capital Strategies
Illinois
$960K 19,078 +19,078 New
BAM
23
Belpointe Asset Management
Nevada
$944K 18,740 +18,740 New
FA
24
Fermata Advisors
California
$887K 17,619 -17,340 -50%
Citigroup
25
Citigroup
New York
$698K 13,858 +1,062 +8%