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Invesco S&P SmallCap Industrials ETF

49 hedge funds and large institutions have $113M invested in Invesco S&P SmallCap Industrials ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
20
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$21.3M 183,980 +1,723 +0.9%
Bank of America
2
Bank of America
North Carolina
$19M 163,731 +16,107 +11%
RIG
3
RiverFront Investment Group
Virginia
$12.9M 110,832 +6,294 +6%
LWA
4
LWS Wealth Advisors
New Jersey
$10.9M 93,933 +4,321 +5%
RJA
5
Raymond James & Associates
Florida
$8.22M 70,875 -1,652 -2%
Amundi
6
Amundi
France
$7.65M 68,957 +1,312 +2%
UBS Group
7
UBS Group
Switzerland
$5.65M 48,747 -2,502 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.9M 33,647 +2,186 +7%
Morgan Stanley
9
Morgan Stanley
New York
$3.53M 30,402 +12,585 +71%
SIC
10
Salem Investment Counselors
North Carolina
$2.96M 25,502 -639 -2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.73M 23,507 +632 +3%
LPL Financial
12
LPL Financial
California
$2.67M 22,993 +3,368 +17%
PAG
13
Private Advisor Group
New Jersey
$1.2M 10,357 +241 +2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.1M 9,510 +6,620 +229%
Stifel Financial
15
Stifel Financial
Missouri
$1.08M 9,294 +1,054 +13%
HCA
16
Harbor Capital Advisors
Illinois
$1M 8,644 +3,085 +55%
WWM
17
Whalen Wealth Management
Nevada
$958K 8,262 +8,262 New
Wells Fargo
18
Wells Fargo
California
$954K 8,231 -31,752 -79%
Truist Financial
19
Truist Financial
North Carolina
$881K 7,599 +180 +2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$566K 4,879 +351 +8%
MML Investors Services
21
MML Investors Services
Massachusetts
$539K 4,648 +4,648 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$439K 3,790 +1,410 +59%
GM
23
GeoWealth Management
Illinois
$357K 3,078 -67 -2%
SFA
24
Source Financial Advisors
New York
$357K 3,078 -67 -2%
Osaic Holdings
25
Osaic Holdings
Arizona
$290K 2,503 -18,488 -88%