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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

58 hedge funds and large institutions have $59.7M invested in Invesco S&P SmallCap Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-6
Holders Change %
-9.38%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$14M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$5.86M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.53M
4
ACM
4
Armbruster Capital Management
New York
$5.99M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.03M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.56M
2
GM
2
GeoWealth Management
Illinois
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
WWM
4
Western Wealth Management
Colorado
$0
5
IF
5
Intrua Financial
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$253K +$253K +5,768 New
Citigroup
27
Citigroup
New York
$195K -$4.17K -95 -2%
TAIM
28
TD Ameritrade Investment Management
Nebraska
$172K -$14.4K -327 -8%
CA
29
CoreCap Advisors
Michigan
$172K +$172K +3,918 New
CWM
30
Cedar Wealth Management
California
$138K -$4.62K -105 -3%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$95K -$8.48K -194 -8%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$77K – – –
CCM
33
Covington Capital Management
California
$54K +$54K +1,240 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$45K +$22.9K +516 +103%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$42K – – –
IA
36
IFP Advisors
Florida
$34K – – –
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$34K +$8.71K +199 +34%
HIA
38
Harbor Investment Advisory
Maryland
$26K – – –
CFB
39
Cullen/Frost Bankers
Texas
$26K – – –
BCMIO
40
Beacon Capital Management Inc (Ohio)
Ohio
$20K – – –
UBS Group
41
UBS Group
Switzerland
$19K +$19K +437 New
PFA
42
Professional Financial Advisors
Nebraska
$18K +$86 +2 +0.5%
TWM
43
Tradition Wealth Management
Minnesota
$17K +$43 +1 +0.3%
CWP
44
Concord Wealth Partners
Virginia
$12K – – –
S
45
SignatureFD
Georgia
$10K +$10K +217 New
CAGAS
46
Capital Advisory Group Advisory Services
Minnesota
$8K – – –
HFS
47
Heritage Financial Services
Massachusetts
$8K +$8K +200 New
APA
48
American Portfolios Advisors
New York
$7.68K – – –
GWM
49
Geneos Wealth Management
Colorado
$7K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$5K – – –
1
2
3