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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 %
LPL Financial
1
LPL Financial
California
$56.2M +$293K +6,907 +0.5%
Stifel Financial
2
Stifel Financial
Missouri
$42.3M -$795K -18,781 -2%
BEI
3
Benjamin Edwards Inc
Missouri
$35.3M +$398K +9,391 +1%
NYLIM
4
New York Life Investment Management
New York
$21.5M +$78.7K +1,858 +0.4%
CIM
5
Confluence Investment Management
Missouri
$18.1M +$425K +10,037 +2%
IAA
6
Independent Advisor Alliance
North Carolina
$16.6M +$16.6M +391,689 New
SGDR
7
SPX Gestao de Recursos
Brazil
$13.3M +$13.3M +314,950 New
MAM
8
Madison Asset Management
Wisconsin
$9.93M +$9.93M +234,561 New
MIA
9
Madison Investment Advisors
Wisconsin
$9.93M +$9.93M +234,561 New
LFG
10
Larson Financial Group
Missouri
$9.07M +$4.88M +115,250 +116%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$8.9M +$2.17M +51,340 +32%
Morgan Stanley
12
Morgan Stanley
New York
$8.06M +$1.32M +31,229 +20%
BCG
13
Breakwater Capital Group
New Jersey
$7.52M +$237K +5,595 +3%
SWM
14
Schwallier Wealth Management
Michigan
$6.99M +$342K +8,084 +5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.43M +$71.8K +1,695 +1%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.07M +$759K +17,911 +23%
BFP
17
Beacon Financial Planning
Massachusetts
$3.74M +$1.12M +26,491 +43%
FFG
18
Foundry Financial Group
New Hampshire
$3.55M -$50.8K -1,199 -1%
PWM
19
Perigon Wealth Management
California
$3.38M -$835K -19,461 -20%
IF
20
Intrua Financial
Texas
$3.01M +$227K +5,364 +8%
CPA
21
Capital Planning Advisors
California
$2.86M +$2.86M +67,610 New
Raymond James Financial
22
Raymond James Financial
Florida
$2.83M +$2.83M +66,824 New
DFA
23
DHJJ Financial Advisors
Illinois
$2.79M +$450K +10,622 +19%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.8M +$292K +6,890 +19%
EH
25
Equitable Holdings
New York
$1.77M +$130K +3,078 +8%
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