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Invesco S&P SmallCap Value with Momentum ETF

129 hedge funds and large institutions have $478M invested in Invesco S&P SmallCap Value with Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 37 reducing their positions, and 16 closing their positions.

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
1.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
19
Increased
55
Reduced
37
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$85.7M 1,505,460 +49,366 +3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$39M 684,851 -5,419 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$31.5M 553,842 -565,450 -51%
Bank of America
4
Bank of America
North Carolina
$30.9M 542,749 +68,156 +14%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$24.9M 436,648 +115,710 +36%
4WM
6
49 Wealth Management
Texas
$15.4M 271,860 +32,489 +14%
3F
7
360 Financial
Minnesota
$14.3M 250,397 +9,432 +4%
AAS
8
Avantax Advisory Services
Texas
$14M 245,096 +56,342 +30%
Ameriprise
9
Ameriprise
Minnesota
$12.4M 217,191 -38,396 -15%
TFP
10
Traction Financial Partners
Wyoming
$11.4M 206,790 +12,273 +6%
Wells Fargo
11
Wells Fargo
California
$11.3M 197,655 +37,501 +23%
RJA
12
Raymond James & Associates
Florida
$9.79M 171,858 +11,219 +7%
Osaic Holdings
13
Osaic Holdings
Arizona
$9.63M 169,156 +15,766 +10%
VA
14
Valmark Advisers
Ohio
$9.21M 161,750 +3,915 +2%
MA
15
MONECO Advisors
Connecticut
$9.09M 159,617 +14,943 +10%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$9.02M 158,362 +124,654 +370%
MML Investors Services
17
MML Investors Services
Massachusetts
$8.34M 146,469 +18,228 +14%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$8.09M 142,021 +3,910 +3%
AWM
19
Aspire Wealth Management
Massachusetts
$6.93M 121,666 +3,529 +3%
FFN
20
Focus Financial Network
Minnesota
$5.98M 112,728 +3,505 +3%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$5.8M 101,812 -14,008 -12%
IWS
22
Insight Wealth Strategies
California
$5.57M 97,740 -703 -0.7%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$4.6M 80,821 +69,402 +608%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$4.54M 79,648 -17,128 -18%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$4.49M 78,771 +34,485 +78%