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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 %
NFA
76
Northwest Financial Advisors
Virginia
– -$177K -4,079 Closed
JFGIW
77
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$5.46K -126 Closed
Fidelity Investments
78
Fidelity Investments
Massachusetts
– -$2.64K -61 Closed
1 2 3
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