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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

66 hedge funds and large institutions have $105M invested in Invesco S&P SmallCap Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
27
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Marmo Financial Group
Tennessee
$4.88M
2
Stifel Financial
2
Stifel Financial
Missouri
$5.12M
3
AT
3
American Trust
Kentucky
$2.95M
4
SL
4
Systelligence LLC
Minnesota
$2.46M
5
AI
5
Atria Investments
North Carolina
$1.89M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$5.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$0
4
Wells Fargo
4
Wells Fargo
California
$6.09M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTL
26
Lowery Thomas LLC
California
$647K +$647K +13,976 New
Baird Financial Group
27
Baird Financial Group
Wisconsin
$646K -$11.2K -242 -2%
MTWM
28
Masso Torrence Wealth Management
New Jersey
$616K +$7.36K +159 +1%
WWM
29
Western Wealth Management
Colorado
$568K +$189K +4,086 +50%
OC
30
Oppenheimer & Co
New York
$556K +$556K +12,002 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$551K +$310K +6,693 +129%
CWM
32
Comprehensive Wealth Management
Washington
$452K +$452K +9,766 New
EFL
33
ERn Financial LLC
Wisconsin
$441K +$30.8K +664 +7%
MML Investors Services
34
MML Investors Services
Massachusetts
$351K +$16.5K +357 +5%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$309K +$44.5K +964 +17%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$298K +$32.9K +711 +12%
NA
37
NewEdge Advisors
Louisiana
$294K +$1.67K +36 +0.6%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$265K +$204K +4,399 +335%
AAS
39
Avantax Advisory Services
Texas
$263K +$263K +5,682 New
AWM
40
Aspire Wealth Management
Massachusetts
$262K +$32.7K +706 +14%
AC
41
Anson Capital
Georgia
$260K +$260K +5,614 New
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$211K -$81K -1,745 -28%
Jane Street
43
Jane Street
New York
$210K +$210K +4,534 New
Citigroup
44
Citigroup
New York
$210K -$7.36K -159 -3%
FFN
45
Focus Financial Network
Minnesota
$202K – – –
TAIM
46
TD Ameritrade Investment Management
Nebraska
$122K -$14.1K -304 -10%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$80K -$1.99K -43 -2%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$44K – – –
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$37.1K +$1.2K +26 +3%
UBS Group
50
UBS Group
Switzerland
$30K +$30K +648 New
1
2
3