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Invesco S&P SmallCap Value with Momentum ETF

130 hedge funds and large institutions have $506M invested in Invesco S&P SmallCap Value with Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 16 closing their positions.

Holders
130
Holders Change
-4
Holders Change %
-2.99%
% of All Funds
1.88%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
61
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$90.2M 1,640,980 -30,732 -2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$37.9M 689,648 +12,559 +2%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$37M 673,288 +207,424 +45%
Morgan Stanley
4
Morgan Stanley
New York
$32.3M 587,460 +377 +0.1%
Bank of America
5
Bank of America
North Carolina
$26M 472,028 -136,137 -22%
CIBC World Market
6
CIBC World Market
Ontario, Canada
$22.4M 407,047 +237,113 +140%
AAS
7
Avantax Advisory Services
Texas
$15.4M 279,354 +12,059 +5%
3F
8
360 Financial
Minnesota
$14.7M 267,202 +7,570 +3%
VA
9
Valmark Advisers
Ohio
$13.7M 249,759 +19,485 +8%
Ameriprise
10
Ameriprise
Minnesota
$11.7M 213,001 -1,249 -0.6%
TFP
11
Traction Financial Partners
Wyoming
$10.8M 196,175 -28,282 -13%
RJA
12
Raymond James & Associates
Florida
$10.3M 187,778 +9,811 +6%
Wells Fargo
13
Wells Fargo
California
$9.76M 177,454 -5,599 -3%
MML Investors Services
14
MML Investors Services
Massachusetts
$9.08M 165,132 +7,456 +5%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$8.82M 160,435 +160,435 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$8.77M 159,417 +8,002 +5%
Osaic Holdings
17
Osaic Holdings
Arizona
$7.49M 136,166 -3,294 -2%
MA
18
MONECO Advisors
Connecticut
$7.49M 136,169 -14,009 -9%
AWM
19
Aspire Wealth Management
Massachusetts
$6.9M 125,454 +481 +0.4%
FFN
20
Focus Financial Network
Minnesota
$6.28M 114,254 +944 +0.8%
IWS
21
Insight Wealth Strategies
California
$5.5M 99,983 -170 -0.2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$5.48M 99,738 +6,708 +7%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$5.17M 93,998 +4,492 +5%
OIA
24
OneDigital Investment Advisors
Kansas
$4.75M 86,373 -5,420 -6%
AA
25
Altman Advisors
Illinois
$4.44M 80,740 +19,284 +31%