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Invesco S&P SmallCap Value with Momentum ETF

119 hedge funds and large institutions have $316M invested in Invesco S&P SmallCap Value with Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 13 closing their positions.

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
54
Reduced
25
Closed
13
Calls
$206K
Puts
Net Calls
+$206K
Net Calls Change
+$206K
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$44.5M 1,080,607 +150,134 +16%
Morgan Stanley
2
Morgan Stanley
New York
$24.8M 603,093 +271,420 +82%
Bank of America
3
Bank of America
North Carolina
$24.8M 602,249 -360,684 -37%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$24.1M 584,688 +294,749 +102%
Ameriprise
5
Ameriprise
Minnesota
$21.8M 528,403 -61,590 -10%
Wells Fargo
6
Wells Fargo
California
$21.2M 514,025 +50,070 +11%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$13.1M 318,901 +19,071 +6%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$9.97M 241,886 +13,315 +6%
RJA
9
Raymond James & Associates
Florida
$8.85M 214,885 +116,068 +117%
3F
10
360 Financial
Minnesota
$7.83M 190,135 +190,135 New
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$6.3M 152,972 +14,369 +10%
Osaic Holdings
12
Osaic Holdings
Arizona
$6.29M 152,720 +66,630 +77%
DSCM
13
Del-Sette Capital Management
New York
$5.38M 130,573 +8,684 +7%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$5.04M 122,392 +12,843 +12%
IWS
15
Insight Wealth Strategies
California
$4.99M 112,399
CIBC World Market
16
CIBC World Market
Ontario, Canada
$4.38M 106,357 +106,357 New
ZIMP
17
Zimmermann Investment Management & Planning
Pennsylvania
$4.32M 104,814 +89,940 +605%
AWM
18
Aspire Wealth Management
Massachusetts
$3.37M 81,781 +1,887 +2%
MA
19
MONECO Advisors
Connecticut
$2.98M 72,314 +14,293 +25%
MFGM
20
Marshall Financial Group (Maryland)
Maryland
$2.95M 71,688 +1,538 +2%
FFN
21
Focus Financial Network
Minnesota
$2.79M 67,642 +1,140 +2%
PAG
22
Private Advisor Group
New Jersey
$2.79M 67,602 -6,793 -9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.73M 66,349 -10,029 -13%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$2.47M 59,878 -2,440 -4%
FWM
25
Fortress Wealth Management
California
$2.4M 58,140 -2,166 -4%