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Invesco S&P SmallCap Value with Momentum ETF

113 hedge funds and large institutions have $331M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-6
Holders Change %
-5.04%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
26
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$56.5M -$7.35M -141,350 -12%
Bank of America
2
Bank of America
North Carolina
$24.9M -$878K -16,890 -3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$22.4M -$9M -173,163 -29%
Morgan Stanley
4
Morgan Stanley
New York
$19.5M -$8.51M -163,750 -30%
3F
5
360 Financial
Minnesota
$16.3M +$963K +18,530 +6%
VA
6
Valmark Advisers
Ohio
$15.4M +$897K +17,254 +6%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$13.1M -$16.6M -319,941 -56%
AAS
8
Avantax Advisory Services
Texas
$12.8M -$2.83M -54,483 -18%
TFP
9
Traction Financial Partners
Wyoming
$8.25M -$899K -17,291 -10%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.28M +$198K +3,640 +3%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$6.16M -$1.75M -33,595 -22%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.12M -$1.02M -19,709 -14%
CWM
13
Congress Wealth Management
Massachusetts
$6.03M -$393K -7,561 -6%
MML Investors Services
14
MML Investors Services
Massachusetts
$5.45M -$1.37M -26,345 -20%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$5.37M -$77.7K -1,494 -1%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$5.16M -$226K -4,354 -4%
Raymond James Financial
17
Raymond James Financial
Florida
$5.03M -$2.23M -42,823 -31%
AA
18
Altman Advisors
Illinois
$4.66M +$126K +2,373 +3%
PAG
19
Private Advisor Group
New Jersey
$4.12M +$426K +8,189 +12%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.12M -$1.01M -19,452 -20%
Two Sigma Investments
21
Two Sigma Investments
New York
$4.03M -$1.94M -37,300 -32%
CFG
22
Cooper Financial Group
California
$3.57M +$12.5K +241 +0.4%
UBS Group
23
UBS Group
Switzerland
$3.56M +$1.5M +28,930 +73%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$3.54M -$277K -5,332 -7%
Wells Fargo
25
Wells Fargo
California
$3.51M -$208K -3,993 -6%