XSVM icon

Invesco S&P SmallCap Value with Momentum ETF

106 hedge funds and large institutions have $372M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 17 closing their positions.

Holders
106
Holders Change
-7
Holders Change %
-6.19%
% of All Funds
1.69%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
47
Reduced
33
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$73.7M 1,531,387 +252,520 +20%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$33.1M 686,834 -21,900 -3%
Morgan Stanley
3
Morgan Stanley
New York
$27.7M 575,739 -8,846 -2%
Bank of America
4
Bank of America
North Carolina
$24.1M 500,873 +37,512 +8%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$14M 290,986 -23,021 -7%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$12.2M 253,211 -4,675 -2%
Ameriprise
7
Ameriprise
Minnesota
$12M 249,254 +82,579 +50%
RJA
8
Raymond James & Associates
Florida
$11.3M 235,184 +74,925 +47%
3F
9
360 Financial
Minnesota
$10.5M 219,519 +4,681 +2%
Wells Fargo
10
Wells Fargo
California
$8.37M 173,829 -11,878 -6%
AAS
11
Avantax Advisory Services
Texas
$7.87M 163,399 +7,991 +5%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.87M 163,366 +1,975 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.55M 156,885 +17,222 +12%
VA
14
Valmark Advisers
Ohio
$7.54M 156,684 +2,260 +1%
MML Investors Services
15
MML Investors Services
Massachusetts
$7.03M 146,090 +17,007 +13%
MA
16
MONECO Advisors
Connecticut
$6.93M 143,856 -2,862 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6.93M 143,826 +22,606 +19%
DSCM
18
Del-Sette Capital Management
New York
$6.23M 129,429 +734 +0.6%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$5.61M 116,453 -66,489 -36%
AWM
20
Aspire Wealth Management
Massachusetts
$5.59M 116,040 +3,430 +3%
FFN
21
Focus Financial Network
Minnesota
$5.01M 103,952 +2,004 +2%
IWS
22
Insight Wealth Strategies
California
$4.95M 102,864 -2,440 -2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$3.68M 76,348 +6,449 +9%
PAG
24
Private Advisor Group
New Jersey
$3.65M 75,768 +11,566 +18%
CAN
25
Cetera Advisor Networks
California
$3.36M 69,770 +1,250 +2%