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Invesco S&P SmallCap Quality ETF
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Overview Fund Activity

73 hedge funds and large institutions have $322M invested in Invesco S&P SmallCap Quality ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+10
Holders Change %
+15.87%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
31
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
$16.6M
2
SGDR
SPX Gestao de Recursos
Brazil
$13.3M
3
MAM
Madison Asset Management
Wisconsin
$9.93M
4
LFG
Larson Financial Group
Missouri
$9.07M
5
CPA
Capital Planning Advisors
California
$2.86M

Top Sellers

1
GLA
Good Life Advisors
Pennsylvania
$1.38M
2
CB
Centennial Bank
Arkansas
$393K
3
TCWM
Total Clarity Wealth Management
Illinois
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
PWM
Perigon Wealth Management
California
$3.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$1.61M +$342K +8,066 +27%
Bank of America
27
Bank of America
North Carolina
$1.59M +$120K +2,843 +8%
AAG
28
Accordant Advisory Group
Maryland
$1.41M +$1.37M +32,460 +4,083%
GLA
29
Good Life Advisors
Pennsylvania
$1.38M -$1.65M -39,067 -54%
FM
30
Family Management
New York
$1.25M +$465K +10,974 +59%
VWA
31
Visionary Wealth Advisors
Illinois
$1.23M -$9.23K -218 -0.7%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.23M +$549K +12,961 +81%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$860K +$613K +14,480 +248%
TFS
34
Thoroughbred Financial Services
Tennessee
$855K -$762 -18 -0.1%
GIA
35
GHP Investment Advisors
Colorado
$734K +$1.57K +37 +0.2%
RBFC
36
Roman Butler Fullerton & Co
Missouri
$696K +$152K +3,508 +28%
NA
37
NewEdge Advisors
Louisiana
$676K +$676K +15,951 New
TPWA
38
Twin Peaks Wealth Advisors
California
$638K -$6.48K -153 -1%
SL
39
SWMG LLC
Texas
$626K -$29.9K -688 -5%
AI
40
Atria Investments
North Carolina
$622K -$18.5K -438 -3%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$601K +$287K +6,785 +92%
GSWM
42
Golden State Wealth Management
California
$552K +$552K +13,044 New
JCM
43
J2 Capital Management
Michigan
$539K +$539K +12,721 New
CPRC
44
Consolidated Portfolio Review Corp
New York
$514K +$127 +3 +0%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$443K -$5.12K -121 -1%
Comerica Bank
46
Comerica Bank
Texas
$428K -$2.58K -61 -0.6%
FAIM
47
Financial Advocates Investment Management
Washington
$426K -$56.8K -1,341 -12%
CB
48
Centennial Bank
Arkansas
$393K -$1.33M -31,393 -77%
PAG
49
Private Advisor Group
New Jersey
$388K +$80.4K +1,899 +26%
HighTower Advisors
50
HighTower Advisors
Illinois
$379K +$161K +3,792 +73%
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