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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

57 hedge funds and large institutions have $100M invested in Invesco S&P SmallCap Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+8
Holders Change %
+16.33%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
22
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
Mainstay Capital Management
Michigan
$10.7M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.42M
3
LPL Financial
3
LPL Financial
California
$12.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.58M
5
Bank of America
5
Bank of America
North Carolina
$1.94M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$995K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$254K
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$247K
4
UBS Group
4
UBS Group
Switzerland
$0
5
ADL
5
Asset Dedication LLC
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
26
Vestmark Advisory Solutions
Massachusetts
$429K +$15.5K +275 +4%
SPC
27
Sigma Planning Corp
Michigan
$428K +$4.01K +71 +0.9%
IF
28
Intrua Financial
Texas
$316K -$77.2K -1,368 -20%
Citadel Advisors
29
Citadel Advisors
Florida
$266K +$266K +4,709 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$254K -$143K -2,531 -36%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$247K -$129K -2,275 -34%
OC
32
Oppenheimer & Co
New York
$237K – – –
SWM
33
Silverlake Wealth Management
Vermont
$226K +$226K +4,000 New
UWPG
34
Ullmann Wealth Partners Group
Florida
$216K -$89.3K -1,580 -29%
WWM
35
Western Wealth Management
Colorado
$216K +$216K +3,808 New
Citigroup
36
Citigroup
New York
$209K -$8.84K -157 -4%
CWM
37
Cedar Wealth Management
California
$183K – – –
CA
38
CoreCap Advisors
Michigan
$165K +$165K +2,924 New
BFEC
39
Benjamin F. Edwards & Company
Missouri
$99K +$168 +3 +0.2%
S
40
SignatureFD
Georgia
$71K +$71K +1,265 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$68K +$17.1K +302 +34%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$54K – – –
IWP
43
IAG Wealth Partners
Wisconsin
$41K +$41K +731 New
HIA
44
Harbor Investment Advisory
Maryland
$34K – – –
CFB
45
Cullen/Frost Bankers
Texas
$34K – – –
BCMIO
46
Beacon Capital Management Inc (Ohio)
Ohio
$26K -$111 -2 -0.4%
PFA
47
Professional Financial Advisors
Nebraska
$23K +$55 +1 +0.2%
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$22.6K – – –
CWP
49
Concord Wealth Partners
Virginia
$21K +$21K +380 New
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$11K +$11K +203 New
1
2
3