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Invesco S&P SmallCap Value with Momentum ETF
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Overview Fund Activity

119 hedge funds and large institutions have $380M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 52 reducing their positions, and 20 closing their positions.

Holders
119
Holders Change
-14
Holders Change %
-10.53%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
46
Reduced
52
Closed
20
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$10K

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$6.2M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$5.76M
3
Bank of America
3
Bank of America
North Carolina
$24.9M
4
AAP
4
Arax Advisory Partners
Colorado
$2.04M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.08M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$61.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$28.7M
3
FFN
3
Focus Financial Network
Minnesota
$0
4
AFS
4
Anderson Financial Strategies
Ohio
$12.5K
5
IWS
5
Insight Wealth Strategies
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$61.7M 1,228,208 -453,846 -27%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$30.3M 603,994 -96,351 -14%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$28.7M 572,522 -159,100 -22%
Morgan Stanley
4
Morgan Stanley
New York
$27M 538,250 -8,188 -1%
Bank of America
5
Bank of America
North Carolina
$24.9M 496,568 +42,462 +9%
AAS
6
Avantax Advisory Services
Texas
$15.1M 299,997 +12,574 +4%
3F
7
360 Financial
Minnesota
$14.8M 295,414 +12,424 +4%
VA
8
Valmark Advisers
Ohio
$14M 278,053 +10,098 +4%
TFP
9
Traction Financial Partners
Wyoming
$8.84M 176,041 -27,366 -13%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$7.64M 152,098 -10,333 -6%
Raymond James Financial
11
Raymond James Financial
Florida
$7M 139,535 -66,001 -32%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.9M 137,484 +3,771 +3%
MML Investors Services
13
MML Investors Services
Massachusetts
$6.58M 131,101 -4,167 -3%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.53M 129,910 -6,531 -5%
CWM
15
Congress Wealth Management
Massachusetts
$6.2M 123,587 +123,587 New
Two Sigma Investments
16
Two Sigma Investments
New York
$5.76M 114,800 +65,300 +132%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$5.26M 104,874 +7,165 +7%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$5.2M 103,536 -63,383 -38%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4.95M 98,626 -8,719 -8%
AA
20
Altman Advisors
Illinois
$4.12M 85,074 +2,934 +4%
MA
21
MONECO Advisors
Connecticut
$3.71M 73,989 -25,886 -26%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$3.68M 73,391 -30,112 -29%
Wells Fargo
23
Wells Fargo
California
$3.58M 71,409 -77,929 -52%
PAG
24
Private Advisor Group
New Jersey
$3.57M 71,037 +5,118 +8%
CFG
25
Cooper Financial Group
California
$3.43M 68,425 +6,458 +10%
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