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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.

Holders
117
Holders Change
-9
Holders Change %
-7.14%
% of All Funds
1.87%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
32
Reduced
52
Closed
19
Calls
$109K
Puts
$14K
Net Calls
+$95K
Net Calls Change
+$100K
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$58.9M 1,294,570 +6,230 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$27.9M 613,382 +18,407 +3%
Bank of America
3
Bank of America
North Carolina
$26.6M 583,251 -56,636 -9%
Ameriprise
4
Ameriprise
Minnesota
$20.3M 446,437 -81,132 -15%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$14.2M 312,449 -5,803 -2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$12.3M 270,195 -79,366 -23%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$11.6M 254,356 +133,728 +111%
Wells Fargo
8
Wells Fargo
California
$10.3M 226,767 -95,014 -30%
3F
9
360 Financial
Minnesota
$9.72M 213,479 +23,344 +12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.99M 197,484 +131,141 +198%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.68M 168,714 +29,646 +21%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$7.38M 162,050 -46,161 -22%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$6.57M 144,398 +7,834 +6%
MA
14
MONECO Advisors
Connecticut
$6.47M 142,193 +30,268 +27%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.03M 132,456 +31,099 +31%
DSCM
16
Del-Sette Capital Management
New York
$5.83M 128,157 +16,704 +15%
AAS
17
Avantax Advisory Services
Texas
$5.45M 119,624 +71,948 +151%
IWS
18
Insight Wealth Strategies
California
$4.79M 105,279 -2,589 -2%
MML Investors Services
19
MML Investors Services
Massachusetts
$4.57M 100,468 +20,219 +25%
RJA
20
Raymond James & Associates
Florida
$4.47M 98,199 -66,842 -41%
FFN
21
Focus Financial Network
Minnesota
$4.35M 95,580 +26,363 +38%
CAN
22
Cetera Advisor Networks
California
$4.14M 90,890 +4,499 +5%
AWM
23
Aspire Wealth Management
Massachusetts
$3.85M 84,623 -1,643 -2%
MFGM
24
Marshall Financial Group (Maryland)
Maryland
$3.37M 74,110 -770 -1%
PAG
25
Private Advisor Group
New Jersey
$3.36M 73,879 -42 -0.1%