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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

43 hedge funds and large institutions have $80.2M invested in Invesco S&P SmallCap Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$765K
2
LPL Financial
LPL Financial
California
+$564K
3
AWA
Arete Wealth Advisors
Illinois
+$564K
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$286K
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$211K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.15M
2
IWM
IHT Wealth Management
Illinois
-$859K
3
Morgan Stanley
Morgan Stanley
New York
-$630K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$615K
5
Citadel Advisors
Citadel Advisors
Florida
-$398K
Name Holding Trade Value Shares
Change 		Shares
Change %
UWPG
26
Ullmann Wealth Partners Group
Florida
$274K – – –
IWM
27
IHT Wealth Management
Illinois
$246K -$859K -21,045 -78%
WWM
28
Western Wealth Management
Colorado
$221K -$31.6K -666 -13%
WSTAM
29
Wilbanks Smith & Thomas Asset Management
Virginia
$211K +$211K +4,440 New
UBS Group
30
UBS Group
Switzerland
$162K +$90.4K +1,899 +126%
CWM
31
Cedar Wealth Management
California
$153K +$95 +2 +0.1%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$84K +$3.68K +77 +5%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$74K – – –
HIA
34
Harbor Investment Advisory
Maryland
$38K – – –
BCMIO
35
Beacon Capital Management Inc (Ohio)
Ohio
$35K – – –
CFB
36
Cullen/Frost Bankers
Texas
$28K – – –
PFA
37
Professional Financial Advisors
Nebraska
$25K – – –
US Bancorp
38
US Bancorp
Minnesota
$14K – – –
DWP
39
Destiny Wealth Partners
Florida
$14K +$14K +303 New
APA
40
American Portfolios Advisors
New York
$8.31K – – –
CAGAS
41
Capital Advisory Group Advisory Services
Minnesota
$7K – – –
SPIA
42
Steward Partners Investment Advisory
New York
$6K – – –
AssetMark Inc
43
AssetMark Inc
California
$6K +$6K +124 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– -$1.15M -28,681 Closed
Citadel Advisors
45
Citadel Advisors
Florida
– -$398K -9,948 Closed
TRCT
46
Tower Research Capital (TRC)
New York
– -$196K -4,895 Closed
CF
47
Centaurus Financial
California
– -$183K -4,576 Closed
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