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Invesco S&P SmallCap Value with Momentum ETF

108 hedge funds and large institutions have $367M invested in Invesco S&P SmallCap Value with Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
108
Holders Change
+17
Holders Change %
+18.68%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
29
Increased
50
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$55.4M 1,027,916 +418,318 +69%
LPL Financial
2
LPL Financial
California
$42.2M 782,591 +135,218 +21%
Wells Fargo
3
Wells Fargo
California
$31.7M 587,692 +403,664 +219%
Ameriprise
4
Ameriprise
Minnesota
$24.8M 458,725 +162,184 +55%
Morgan Stanley
5
Morgan Stanley
New York
$20.7M 385,047 -5,405 -1%
MCC
6
Money Concepts Capital
Florida
$16.2M 300,965 +36,266 +14%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$15.7M 290,744 +240,340 +477%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$14.3M 266,337 +59,294 +29%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$13.6M 253,201 +5,165 +2%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$11.6M 215,199 +99,138 +85%
MCM
11
Mainstay Capital Management
Michigan
$6.96M 129,252 -22,253 -15%
FWM
12
Fortress Wealth Management
California
$6.35M 117,920 +35,837 +44%
DSCM
13
Del-Sette Capital Management
New York
$6.25M 115,983 -13,236 -10%
IWS
14
Insight Wealth Strategies
California
$6.07M 112,605 +112,605 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.46M 101,397 +18,235 +22%
PAG
16
Private Advisor Group
New Jersey
$4.42M 82,015 +18,732 +30%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$4.13M 76,589 +76,589 New
CCFM
18
Clear Creek Financial Management
Washington
$4.06M 75,308 +75,308 New
AWM
19
Aspire Wealth Management
Massachusetts
$3.69M 68,552 +49,396 +258%
FEM
20
Fulcrum Equity Management
Texas
$3.68M 68,336 -7,420 -10%
FFN
21
Focus Financial Network
Minnesota
$3.41M 63,268 +63,268 New
Osaic Holdings
22
Osaic Holdings
Arizona
$3.05M 56,393 +30,566 +118%
RJA
23
Raymond James & Associates
Florida
$3.03M 56,269 +11,602 +26%
MFGM
24
Marshall Financial Group (Maryland)
Maryland
$2.74M 50,919 +9,002 +21%
IWM
25
IHT Wealth Management
Illinois
$2.74M 50,925 +37,227 +272%