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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 %
GIA
51
Gladstone Institutional Advisory
Florida
$370K +$370K +8,744 New
SWM
52
SeaCrest Wealth Management
New York
$345K +$1.06K +25 +0.3%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$339K -$54.7K -1,294 -14%
IWM
54
IHT Wealth Management
Illinois
$334K +$334K +7,884 New
FF
55
Fox Financial
Pennsylvania
$286K -$296K -6,988 -51%
MWM
56
Mascagni Wealth Management
Mississippi
$244K +$244K +6,166 New
MML Investors Services
57
MML Investors Services
Massachusetts
$224K +$14.7K +346 +7%
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$213K +$213K +5,022 New
SAM
59
Synergy Asset Management
Washington
$205K – – –
PTC
60
Private Trust Company
Ohio
$74.5K – – –
CFB
61
Cullen/Frost Bankers
Texas
$64.6K +$64.6K +1,525 New
HI
62
Harbour Investments
Wisconsin
$61.3K +$61.3K +1,447 New
GWSG
63
GPS Wealth Strategies Group
Colorado
$55.6K +$55.6K +1,313 New
TCM
64
TD Capital Management
Tennessee
$34.5K -$4.91K -116 -12%
GWM
65
Geneos Wealth Management
Colorado
$33.9K – – –
GRP
66
Global Retirement Partners
California
$23.3K – – –
FWM
67
FLP Wealth Management
Arkansas
$21.3K +$21.3K +502 New
EBA
68
Eagle Bay Advisors
New York
$10.6K – – –
PS
69
Principal Securities
Iowa
$9.87K -$1.14K -27 -10%
Wells Fargo
70
Wells Fargo
California
$6.14K +$6.09K +144 +14,400%
GJIA
71
Glass Jacobson Investment Advisors
Maryland
$4.72K – – –
CTC
72
Central Trust Company
Missouri
$2.16K – – –
ADL
73
Asset Dedication LLC
California
$2.08K -$2.58K -61 -55%
TCWM
74
Total Clarity Wealth Management
Illinois
– -$983K -22,700 Closed
Two Sigma Investments
75
Two Sigma Investments
New York
– -$918K -21,200 Closed
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