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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

47 hedge funds and large institutions have $87.1M invested in Invesco S&P SmallCap Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$1.08M
2
PAG
Private Advisor Group
New Jersey
+$975K
3
NA
NewEdge Advisors
Louisiana
+$941K
4
MML Investors Services
MML Investors Services
Massachusetts
+$433K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$428K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$7.3M
2
IWM
IHT Wealth Management
Illinois
-$1.37M
3
LPL Financial
LPL Financial
California
-$1.32M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.11M
5
FHA
Flagship Harbor Advisors
Massachusetts
-$710K
Name Holding Trade Value Shares
Change 		Shares
Change %
UWPG
26
Ullmann Wealth Partners Group
Florida
$315K – – –
MCA
27
Magnolia Capital Advisors
Mississippi
$273K +$273K +4,981 New
TAIM
28
TD Ameritrade Investment Management
Nebraska
$255K -$74K -1,354 -22%
Citigroup
29
Citigroup
New York
$247K -$12.9K -236 -5%
IF
30
Intrua Financial
Texas
$226K +$226K +4,177 New
WWM
31
Western Wealth Management
Colorado
$222K -$13.3K -240 -6%
OC
32
Oppenheimer & Co
New York
$218K – – –
CWM
33
Cedar Wealth Management
California
$177K – – –
HWMA
34
Heritage Wealth Management (Arizona)
Arizona
$153K -$50.6K -925 -25%
TRCT
35
Tower Research Capital (TRC)
New York
$143K +$131K +2,391 +1,058%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$96K – – –
UBS Group
37
UBS Group
Switzerland
$54K +$7.03K +129 +15%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$52K -$3.18K -58 -6%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$49K – – –
SIM
40
Sonora Investment Management
Arizona
$47K +$47K +860 New
HIA
41
Harbor Investment Advisory
Maryland
$33K -$11K -200 -25%
CFB
42
Cullen/Frost Bankers
Texas
$33K – – –
PFA
43
Professional Financial Advisors
Nebraska
$29K – – –
APA
44
American Portfolios Advisors
New York
$9.58K – – –
CAGAS
45
Capital Advisory Group Advisory Services
Minnesota
$8K – – –
SPIA
46
Steward Partners Investment Advisory
New York
$7K – – –
SWM
47
Spire Wealth Management
Virginia
$3K – – –
IWM
48
IHT Wealth Management
Illinois
– -$1.37M -26,310 Closed
FHA
49
Flagship Harbor Advisors
Massachusetts
– -$710K -13,638 Closed
MFG
50
Monumental Financial Group
Maryland
– -$652K -12,521 Closed
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