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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

78 hedge funds and large institutions have $182M invested in Invesco S&P SmallCap Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+15
Holders Change %
+23.81%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
31
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.8M
2
LPL Financial
2
LPL Financial
California
$39.9M
3
Wells Fargo
3
Wells Fargo
California
$15.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.45M
5
TF
5
Theory Financial
Colorado
$4.02M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$7.69M
2
VF
2
Virtu Financial
New York
$0
3
MTWM
3
Masso Torrence Wealth Management
New Jersey
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
MFG
5
Marmo Financial Group
Tennessee
$6.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
26
Atria Investments
North Carolina
$1.03M +$1.03M +18,237 New
AC
27
Anson Capital
Georgia
$869K +$91K +1,607 +12%
MWM
28
Merriman Wealth Management
Washington
$868K +$868K +15,318 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$858K +$715K +12,615 +499%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$853K +$419K +7,399 +97%
AT
31
American Trust
Kentucky
$771K -$183K -3,224 -19%
LTL
32
Lowery Thomas LLC
California
$748K +$1.7K +30 +0.2%
IWC
33
Integrated Wealth Concepts
Massachusetts
$707K +$41.6K +734 +6%
WWM
34
Western Wealth Management
Colorado
$700K -$14.3K -253 -2%
Comerica Bank
35
Comerica Bank
Texas
$680K -$25.9K -458 -4%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$667K -$35.8K -631 -5%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$638K -$181K -3,187 -22%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$616K +$130K +2,291 +27%
PS
39
Principal Securities
Iowa
$605K +$605K +10,684 New
Citadel Advisors
40
Citadel Advisors
Florida
$558K +$558K +9,852 New
AFP
41
Ausdal Financial Partners
Iowa
$551K +$551K +9,731 New
S4W
42
Solutions 4 Wealth
Texas
$550K +$550K +9,707 New
EFL
43
ERn Financial LLC
Wisconsin
$549K +$13.6K +247 +3%
CWM
44
Comprehensive Wealth Management
Washington
$534K -$40K -706 -7%
TFS
45
Thoroughbred Financial Services
Tennessee
$475K +$475K +8,397 New
Citigroup
46
Citigroup
New York
$451K +$146K +2,576 +48%
NRG
47
Nemes Rush Group
Michigan
$443K – – –
Jane Street
48
Jane Street
New York
$433K +$433K +7,638 New
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$400K +$400K +7,066 New
SI
50
Stephens Inc
Arkansas
$386K +$70.8K +1,250 +22%
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