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Invesco S&P SmallCap Momentum ETF

63 hedge funds and large institutions have $104M invested in Invesco S&P SmallCap Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
23
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LTL
26
Lowery Thomas LLC
California
$639K -$19.8K -409 -3%
MTWM
27
Masso Torrence Wealth Management
New Jersey
$613K -$68.9K -1,421 -10%
WWM
28
Western Wealth Management
Colorado
$612K -$7.13K -147 -1%
Comerica Bank
29
Comerica Bank
Texas
$604K +$604K +12,458 New
Baird Financial Group
30
Baird Financial Group
Wisconsin
$602K -$56.8K -1,171 -9%
IWC
31
Integrated Wealth Concepts
Massachusetts
$570K +$570K +11,742 New
CWM
32
Comprehensive Wealth Management
Washington
$491K +$7.28K +150 +2%
FTUS
33
Flow Traders U.S.
New York
$480K +$89.6K +1,847 +23%
EFL
34
ERn Financial LLC
Wisconsin
$471K +$12.8K +263 +3%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$417K +$67.8K +1,398 +19%
NRG
36
Nemes Rush Group
Michigan
$379K
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$371K +$188K +3,871 +102%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$325K -$1.47M -30,384 -82%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$312K
MML Investors Services
40
MML Investors Services
Massachusetts
$276K -$112K -2,313 -29%
AWM
41
Aspire Wealth Management
Massachusetts
$276K +$485 +10 +0.2%
CA
42
CoreCap Advisors
Michigan
$273K +$68.4K +1,410 +33%
SI
43
Stephens Inc
Arkansas
$270K
Citigroup
44
Citigroup
New York
$261K +$10.7K +220 +4%
NA
45
NewEdge Advisors
Louisiana
$233K -$128K -2,634 -35%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$123K -$460K -9,442 -79%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$84K
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$46.1K
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$45K +$3.07K +64 +7%
PTC
50
Private Trust Company
Ohio
$30.9K +$30.9K +636 New