XSVM icon

Invesco S&P SmallCap Value with Momentum ETF

116 hedge funds and large institutions have $304M invested in Invesco S&P SmallCap Value with Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 16 closing their positions.

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
24
Increased
43
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$42.8M 962,933 -64,983 -6%
LPL Financial
2
LPL Financial
California
$41.3M 930,473 +147,882 +19%
Ameriprise
3
Ameriprise
Minnesota
$26.2M 589,993 +131,268 +29%
Wells Fargo
4
Wells Fargo
California
$20.6M 463,955 -123,737 -21%
Morgan Stanley
5
Morgan Stanley
New York
$14.7M 331,673 -53,374 -14%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$13.3M 299,830 +9,086 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$12.9M 289,939 +36,738 +15%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$10.2M 228,571 +13,372 +6%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$6.16M 138,603 +120,011 +645%
PWP
10
Principle Wealth Partners
Connecticut
$6.11M 137,461 +137,461 New
DSCM
11
Del-Sette Capital Management
New York
$5.41M 121,889 +5,906 +5%
IWS
12
Insight Wealth Strategies
California
$4.99M 112,399 -206 -0.2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.87M 109,549 +32,960 +43%
RJA
14
Raymond James & Associates
Florida
$4.39M 98,817 +42,548 +76%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.82M 86,090 +29,697 +53%
AWM
16
Aspire Wealth Management
Massachusetts
$3.55M 79,894 +11,342 +17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.39M 76,378 -25,019 -25%
Jane Street
18
Jane Street
New York
$3.33M 75,079 +75,079 New
PAG
19
Private Advisor Group
New Jersey
$3.3M 74,395 -7,620 -9%
MFGM
20
Marshall Financial Group (Maryland)
Maryland
$3.12M 70,150 +19,231 +38%
FFN
21
Focus Financial Network
Minnesota
$2.95M 66,502 +3,234 +5%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$2.77M 62,318 +48,399 +348%
FEM
23
Fulcrum Equity Management
Texas
$2.7M 60,685 -7,651 -11%
FWM
24
Fortress Wealth Management
California
$2.68M 60,306 -57,614 -49%
MA
25
MONECO Advisors
Connecticut
$2.58M 58,021 +14,622 +34%