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Invesco S&P SmallCap Value with Momentum ETF

124 hedge funds and large institutions have $339M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

9% more funds holding

Funds holding: 114124 (+10)

2.39% more ownership

Funds ownership: 56.63%59.01% (+2.4%)

5% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 40

3% more capital invested

Capital invested by funds: $328M → $339M (+$10.5M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
42
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$49.2M -$2.34M -41,558 -5%
Bank of America
2
Bank of America
North Carolina
$26.5M -$201K -3,561 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$23.7M +$1.69M +30,081 +8%
3F
4
360 Financial
Minnesota
$17.9M +$186K +3,308 +1%
VA
5
Valmark Advisers
Ohio
$17.8M -$6.76K -120 -0%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$15.8M +$9.84M +174,751 +173%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$12.6M -$908K -16,131 -7%
Raymond James Financial
8
Raymond James Financial
Florida
$12.3M +$7.57M +134,373 +165%
BS
9
Banco Santander
Spain
$10.1M -$4.92M -87,366 -33%
TFP
10
Traction Financial Partners
Wyoming
$9.83M +$140K +2,487 +1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.69M -$114K -2,018 -1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$8.17M -$943K -16,752 -10%
Osaic Holdings
13
Osaic Holdings
Arizona
$8.05M -$6.87M -121,999 -46%
AA
14
Altman Advisors
Illinois
$7.83M +$743K +13,197 +11%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.45M +$43.7K +776 +0.7%
PAG
16
Private Advisor Group
New Jersey
$6.27M +$645K +11,461 +12%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$6.19M +$739K +13,132 +14%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$5.57M -$120K -2,135 -2%
MML Investors Services
19
MML Investors Services
Massachusetts
$5.41M +$201K +3,571 +4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.64M +$1.35M +23,898 +42%
CFG
21
Cooper Financial Group
California
$4.2M +$135K +2,403 +3%
KWA
22
Kellett Wealth Advisors
Ohio
$3.72M +$53.7K +954 +1%
MA
23
MONECO Advisors
Connecticut
$3.19M -$146K -2,601 -4%
FA
24
Fermata Advisors
California
$3.17M +$55.2K +980 +2%
Ameriprise
25
Ameriprise
Minnesota
$2.72M -$29.7K -528 -1%