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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

64 hedge funds and large institutions have $67.1M invested in Invesco S&P SmallCap Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
14
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$13.4M
2
GM
2
GeoWealth Management
Illinois
$1.02M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$5.88M
4
ACM
4
Armbruster Capital Management
New York
$6.27M
5
Wells Fargo
5
Wells Fargo
California
$8.78M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$398K
2
MCM
2
Mainstay Capital Management
Michigan
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.27M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.64M
5
NA
5
NewEdge Advisors
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$332K -$62.1K -1,194 -16%
EFL
27
ERn Financial LLC
Wisconsin
$326K +$326K +6,269 New
IF
28
Intrua Financial
Texas
$268K -$23.5K -451 -8%
Citigroup
29
Citigroup
New York
$236K +$43K +828 +22%
FFN
30
Focus Financial Network
Minnesota
$228K +$228K +4,383 New
TAIM
31
TD Ameritrade Investment Management
Nebraska
$220K -$6.8K -131 -3%
OC
32
Oppenheimer & Co
New York
$218K – – –
SWM
33
Silverlake Wealth Management
Vermont
$208K – – –
PA
34
PFG Advisors
Arizona
$204K +$204K +3,921 New
CWM
35
Cedar Wealth Management
California
$168K +$311 +6 +0.2%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$123K +$123K +2,368 New
TRCT
37
Tower Research Capital (TRC)
New York
$118K -$391K -7,543 -77%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$92K – – –
MCC
39
Money Concepts Capital
Florida
$70K +$70K +1,357 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$50K – – –
IWP
41
IAG Wealth Partners
Wisconsin
$38K – – –
IA
42
IFP Advisors
Florida
$34K +$34K +946 New
HIA
43
Harbor Investment Advisory
Maryland
$31K – – –
CFB
44
Cullen/Frost Bankers
Texas
$31K – – –
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$30K +$19.5K +375 +185%
GRP
46
Global Retirement Partners
California
$30K +$30K +652 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$26K -$36.3K -699 -58%
BCMIO
48
Beacon Capital Management Inc (Ohio)
Ohio
$24K -$51 -1 -0.2%
PFA
49
Professional Financial Advisors
Nebraska
$22K – – –
TWM
50
Tradition Wealth Management
Minnesota
$21K +$21K +396 New
1
2
3