XSVM icon

Invesco S&P SmallCap Value with Momentum ETF

117 hedge funds and large institutions have $336M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

38% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 52

75% less capital invested

Capital invested by funds: $1.37B → $336M (-$1.03B)

Holders
117
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$109K
Puts
$14K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$58.9M
2
$27.9M
3
$26.6M
4
$20.3M
5
$14.2M
6
$12.3M
7
$11.6M
8
$10.3M
9
$9.72M
10
$8.99M
11
$7.68M
12
$7.38M
13
$6.57M
14
$6.47M
15
$6.03M
16
$5.83M
17
$5.45M
18
$4.79M
19
$4.57M
20
$4.47M
21
$4.35M
22
$4.14M
23
$3.85M
24
$3.37M
25
$3.36M