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Invesco S&P SmallCap Value with Momentum ETF

127 hedge funds and large institutions have $316M invested in Invesco S&P SmallCap Value with Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

2% more funds holding

Funds holding: 124127 (+3)

2.93% less ownership

Funds ownership: 59.01%56.08% (-2.9%)

7% less capital invested

Capital invested by funds: $339M → $316M (-$22.6M)

13% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 47

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
41
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$51.5M -$411K -6,766 -0.8%
Bank of America
2
Bank of America
North Carolina
$26.9M -$1.06M -17,462 -4%
Morgan Stanley
3
Morgan Stanley
New York
$23.2M -$1.76M -29,007 -7%
3F
4
360 Financial
Minnesota
$19.5M +$611K +10,043 +3%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$12.9M -$432K -7,101 -3%
BS
6
Banco Santander
Spain
$11.6M +$876K +14,404 +8%
Raymond James Financial
7
Raymond James Financial
Florida
$11.5M -$1.55M -25,526 -12%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$8.71M +$94.2K +1,549 +1%
AA
9
Altman Advisors
Illinois
$8.44M +$178K +2,934 +2%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$8.32M -$8.36M -137,481 -50%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.15M +$357K +5,874 +5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7.13M -$3.12M -51,297 -30%
PAG
13
Private Advisor Group
New Jersey
$6.75M +$133K +2,194 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.73M -$1.77M -29,134 -21%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$5.87M -$668K -10,991 -10%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$5.86M -$19.7K -324 -0.3%
CFG
17
Cooper Financial Group
California
$4.32M -$115K -1,892 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.29M -$607K -9,985 -12%
KWA
19
Kellett Wealth Advisors
Ohio
$4.1M +$178K +2,932 +4%
MML Investors Services
20
MML Investors Services
Massachusetts
$3.78M -$1.95M -32,016 -34%
MA
21
MONECO Advisors
Connecticut
$3.34M -$28K -460 -0.8%
FA
22
Fermata Advisors
California
$3.13M -$208K -3,416 -6%
DSCM
23
Del-Sette Capital Management
New York
$3.09M +$2.49M +40,906 +397%
Ameriprise
24
Ameriprise
Minnesota
$3.06M +$191K +3,136 +7%
FPAS
25
Focus Partners Advisor Solutions
Missouri
$2.76M +$76.8K +1,263 +3%