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Invesco S&P SmallCap Value with Momentum ETF

134 hedge funds and large institutions have $451M invested in Invesco S&P SmallCap Value with Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
134
Holders Change
+5
Holders Change %
+3.88%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
19
Increased
63
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$87.6M 1,671,712 +166,252 +11%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$35.5M 677,089 -7,762 -1%
Bank of America
3
Bank of America
North Carolina
$31.9M 608,165 +65,416 +12%
Morgan Stanley
4
Morgan Stanley
New York
$30.8M 587,083 +33,241 +6%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$24.4M 465,864 +29,216 +7%
AAS
6
Avantax Advisory Services
Texas
$14M 267,295 +22,199 +9%
3F
7
360 Financial
Minnesota
$13.6M 259,632 +9,235 +4%
TFP
8
Traction Financial Partners
Wyoming
$12.2M 224,457 +17,667 +9%
VA
9
Valmark Advisers
Ohio
$12.1M 230,274 +68,524 +42%
Ameriprise
10
Ameriprise
Minnesota
$11.2M 214,250 -2,941 -1%
Wells Fargo
11
Wells Fargo
California
$9.59M 183,053 -14,602 -7%
RJA
12
Raymond James & Associates
Florida
$9.32M 177,967 +6,109 +4%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$8.9M 169,934 +68,122 +67%
MML Investors Services
14
MML Investors Services
Massachusetts
$8.26M 157,676 +11,207 +8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.93M 151,415 +9,394 +7%
MA
16
MONECO Advisors
Connecticut
$7.87M 150,178 -9,439 -6%
Osaic Holdings
17
Osaic Holdings
Arizona
$7.31M 139,460 -29,696 -18%
AWM
18
Aspire Wealth Management
Massachusetts
$6.55M 124,973 +3,307 +3%
FFN
19
Focus Financial Network
Minnesota
$6.49M 113,310 +582 +0.5%
IWS
20
Insight Wealth Strategies
California
$5.25M 100,153 +2,413 +2%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$4.87M 93,030 +12,209 +15%
OIA
22
OneDigital Investment Advisors
Kansas
$4.81M 91,793 +87,656 +2,119%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$4.69M 89,506 +9,858 +12%
PAG
24
Private Advisor Group
New Jersey
$3.87M 73,973 +15,763 +27%
AAS
25
Asset Allocation Strategies
Michigan
$3.43M 65,476 -1,858 -3%