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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

64 hedge funds and large institutions have $95.2M invested in Invesco S&P SmallCap Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
26
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIA
1
Prime Capital Investment Advisors
Kansas
$2.14M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$954K
4
MFG
4
Marmo Financial Group
Tennessee
$5.78M
5
Wells Fargo
5
Wells Fargo
California
$6.81M

Top Sellers

1
MFG
1
Merit Financial Group
Georgia
$1.36M
2
Stifel Financial
2
Stifel Financial
Missouri
$0
3
SL
3
Systelligence LLC
Minnesota
$0
4
AI
4
Atria Investments
North Carolina
$0
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$658K -$17.5K -361 -3%
LTL
27
Lowery Thomas LLC
California
$658K -$19.4K -400 -3%
WWM
28
Western Wealth Management
Colorado
$618K +$23.7K +489 +4%
AC
29
Anson Capital
Georgia
$608K +$335K +6,916 +123%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$580K +$256K +5,277 +79%
CWM
31
Comprehensive Wealth Management
Washington
$484K +$10.2K +211 +2%
EFL
32
ERn Financial LLC
Wisconsin
$458K -$4.36K -90 -0.9%
FTUS
33
Flow Traders U.S.
New York
$390K +$390K +8,053 New
MML Investors Services
34
MML Investors Services
Massachusetts
$388K +$20.9K +430 +6%
NRG
35
Nemes Rush Group
Michigan
$379K +$379K +7,819 New
NA
36
NewEdge Advisors
Louisiana
$360K +$52.5K +1,082 +17%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$348K +$71.5K +1,474 +26%
SPC
38
Sigma Planning Corp
Michigan
$346K +$346K +7,145 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$312K – – –
FIS
40
Fischer Investment Strategies
California
$286K +$286K +5,902 New
AWM
41
Aspire Wealth Management
Massachusetts
$275K +$824 +17 +0.3%
SI
42
Stephens Inc
Arkansas
$270K +$270K +5,569 New
FAIM
43
Financial Advocates Investment Management
Washington
$269K -$613K -12,634 -70%
Citigroup
44
Citigroup
New York
$250K +$30.8K +636 +14%
CA
45
CoreCap Advisors
Michigan
$205K +$205K +4,222 New
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$184K -$36.9K -760 -17%
UBS Group
47
UBS Group
Switzerland
$139K +$108K +2,225 +343%
TAIM
48
TD Ameritrade Investment Management
Nebraska
$104K -$23.4K -483 -18%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$84K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$46.1K – – –
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2
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