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Invesco S&P SmallCap Value with Momentum ETF

91 hedge funds and large institutions have $241M invested in Invesco S&P SmallCap Value with Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
91
Holders Change
+25
Holders Change %
+37.88%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
34
Increased
30
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$34.9M 647,373 +138,876 +27%
Bank of America
2
Bank of America
North Carolina
$32.9M 609,598 +30,614 +5%
Morgan Stanley
3
Morgan Stanley
New York
$21M 390,452 +195,584 +100%
Ameriprise
4
Ameriprise
Minnesota
$16M 296,541 +28,790 +11%
MCC
5
Money Concepts Capital
Florida
$14.3M 264,699 +264,699 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$13.4M 248,036 +119,082 +92%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$11.2M 207,043 +77,312 +60%
Wells Fargo
8
Wells Fargo
California
$9.92M 184,028 +48,129 +35%
MCM
9
Mainstay Capital Management
Michigan
$8.17M 151,505 +58,007 +62%
DSCM
10
Del-Sette Capital Management
New York
$6.96M 129,219 +129,219 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$6.26M 116,061 +116,061 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.48M 83,162 -8,679 -9%
FWM
13
Fortress Wealth Management
California
$4.42M 82,083 +82,083 New
FEM
14
Fulcrum Equity Management
Texas
$4.08M 75,756 +23,272 +44%
PAG
15
Private Advisor Group
New Jersey
$3.41M 63,283 +26,544 +72%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.72M 50,404 +17,613 +54%
RJA
17
Raymond James & Associates
Florida
$2.41M 44,667 -1,142 -2%
MFGM
18
Marshall Financial Group (Maryland)
Maryland
$2.26M 41,917 +41,917 New
TAIM
19
TD Ameritrade Investment Management
Nebraska
$2.12M 39,272 -29,262 -43%
GIA
20
Gladstone Institutional Advisory
Florida
$2M 37,026 +626 +2%
SWM
21
Spire Wealth Management
Virginia
$1.97M 36,465
CCC
22
Crescent Capital Consulting
Louisiana
$1.96M 36,238 -17,344 -32%
MA
23
MONECO Advisors
Connecticut
$1.66M 31,957 +25,568 +400%
FA
24
Fermata Advisors
California
$1.65M 30,529 +12,910 +73%
TWM
25
Tolleson Wealth Management
Texas
$1.62M 30,000