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Invesco S&P SmallCap Value with Momentum ETF

127 hedge funds and large institutions have $458M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 11 closing their positions.

Holders
127
Holders Change
+21
Holders Change %
+19.81%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
33
Increased
38
Reduced
43
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$78.9M 1,456,094 -75,293 -5%
Morgan Stanley
2
Morgan Stanley
New York
$60.6M 1,119,292 +543,553 +94%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$37.4M 690,270 +3,436 +0.5%
Bank of America
4
Bank of America
North Carolina
$25.7M 474,593 -26,280 -5%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$17.4M 320,938 +29,952 +10%
Ameriprise
6
Ameriprise
Minnesota
$13.8M 255,587 +6,333 +3%
3F
7
360 Financial
Minnesota
$13.1M 240,965 +21,446 +10%
4WM
8
49 Wealth Management
Texas
$13M 239,371 +239,371 New
TFP
9
Traction Financial Partners
Wyoming
$10.5M 194,517 +194,517 New
AAS
10
Avantax Advisory Services
Texas
$10.2M 188,754 +25,355 +16%
RJA
11
Raymond James & Associates
Florida
$8.7M 160,639 -74,545 -32%
Wells Fargo
12
Wells Fargo
California
$8.68M 160,154 -13,675 -8%
VA
13
Valmark Advisers
Ohio
$8.55M 157,835 +1,151 +0.7%
Osaic Holdings
14
Osaic Holdings
Arizona
$8.31M 153,390 -9,976 -6%
MA
15
MONECO Advisors
Connecticut
$7.84M 144,674 +818 +0.6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.48M 138,111 -18,774 -12%
DSCM
17
Del-Sette Capital Management
New York
$7.2M 132,896 +3,467 +3%
MML Investors Services
18
MML Investors Services
Massachusetts
$6.95M 128,241 -17,849 -12%
AWM
19
Aspire Wealth Management
Massachusetts
$6.4M 118,137 +2,097 +2%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$6.27M 115,820 -633 -0.5%
FFN
21
Focus Financial Network
Minnesota
$5.92M 109,223 +5,271 +5%
IWS
22
Insight Wealth Strategies
California
$5.33M 98,443 -4,421 -4%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$5.24M 96,776 -156,435 -62%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.65M 67,317 -9,031 -12%
AAS
25
Asset Allocation Strategies
Michigan
$3.59M 66,247 +8,249 +14%