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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

63 hedge funds and large institutions have $88.5M invested in Invesco S&P SmallCap Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
20
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$8.84M
2
LPL Financial
2
LPL Financial
California
$22.6M
3
AWM
3
AE Wealth Management
Kansas
$2.03M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.33M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.56M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.73M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.08M
3
FAIM
3
Financial Advocates Investment Management
Washington
$561K
4
SEP
4
Southland Equity Partners
Missouri
$0
5
SPC
5
Sigma Planning Corp
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
26
Western Wealth Management
Colorado
$386K +$386K +8,178 New
MML Investors Services
27
MML Investors Services
Massachusetts
$340K -$236 -5 -0.1%
Stifel Financial
28
Stifel Financial
Missouri
$312K +$312K +6,612 New
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$297K -$15K -318 -5%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$270K -$4.72K -100 -2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$270K +$155K +3,288 +135%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$246K +$246K +5,207 New
AWM
33
Aspire Wealth Management
Massachusetts
$233K +$231K +4,903 +10,659%
Citigroup
34
Citigroup
New York
$221K +$9.95K +211 +5%
FFN
35
Focus Financial Network
Minnesota
$205K +$205K +4,353 New
CA
36
CoreCap Advisors
Michigan
$203K +$203K +4,295 New
ACA
37
Aptus Capital Advisors
Alabama
$144K – – –
TAIM
38
TD Ameritrade Investment Management
Nebraska
$138K -$13.4K -285 -9%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$83K +$328 +7 +0.4%
MCC
40
Money Concepts Capital
Florida
$64K +$64K +1,357 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$62K -$21.7K -460 -26%
WA
42
Win Advisors
Florida
$55.9K +$55.9K +1,186 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$52K -$9.14K -194 -15%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$44.8K – – –
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$36.5K – – –
HIA
46
Harbor Investment Advisory
Maryland
$28.3K – – –
BCMIO
47
Beacon Capital Management Inc (Ohio)
Ohio
$19.9K -$2.12K -45 -10%
TWM
48
Tradition Wealth Management
Minnesota
$19K +$95 +2 +0.5%
PTC
49
Private Trust Company
Ohio
$15K +$15K +317 New
GWM
50
Geneos Wealth Management
Colorado
$8.02K – – –
1
2
3