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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

106 hedge funds and large institutions have $322M invested in Invesco S&P SmallCap Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
106
Holders Change
+16
Holders Change %
+17.78%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
48
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$68.8M
2
Stifel Financial
2
Stifel Financial
Missouri
$10.3M
3
MWM
3
Meridian Wealth Management
Kentucky
$6.27M
4
Truist Financial
4
Truist Financial
North Carolina
$5.15M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.74M

Top Sellers

1
AT
1
American Trust
Kentucky
$0
2
TF
2
Theory Financial
Colorado
$3.23M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
SL
4
Systelligence LLC
Minnesota
$7.68M
5
Wells Fargo
5
Wells Fargo
California
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
26
Theory Financial
Colorado
$3.23M -$815K -13,576 -20%
SWM
27
Sculati Wealth Management
Michigan
$2.47M +$650K +10,821 +36%
PCIA
28
Prime Capital Investment Advisors
Kansas
$2.43M -$145K -2,414 -6%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$2.38M +$1.56M +25,984 +190%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$2.3M +$987K +16,428 +75%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.21M +$1.86M +30,986 +528%
AWM
32
Aspire Wealth Management
Massachusetts
$2.05M +$1.42M +23,584 +223%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.87M +$801K +13,331 +75%
MFG
34
Merit Financial Group
Georgia
$1.84M -$31.7K -528 -2%
TWM
35
Tolleson Wealth Management
Texas
$1.77M – – –
Jones Financial Companies
36
Jones Financial Companies
Missouri
$1.73M +$737K +12,267 +74%
PA
37
PFG Advisors
Arizona
$1.43M +$1.43M +23,879 New
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$1.41M +$1.41M +23,519 New
SA
39
Sanctuary Advisors
Indiana
$1.39M +$1.39M +23,786 New
LWM
40
Lodestone Wealth Management
Washington
$1.37M -$3.54K -59 -0.3%
JIC
41
Johnson Investment Counsel
Ohio
$1.37M +$694K +11,551 +103%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.34M +$881K +14,674 +190%
IFWM
43
Institute for Wealth Management
Colorado
$1.3M +$18.7K +312 +1%
BAM
44
Belpointe Asset Management
Nevada
$1.2M +$1.2M +19,998 New
FCA
45
Fortis Capital Advisors
Kansas
$1.2M +$1.2M +19,998 New
UWM
46
USAdvisors Wealth Management
Minnesota
$1.14M +$75.7K +1,261 +7%
EH
47
Equitable Holdings
New York
$1.1M +$678K +11,290 +160%
AFP
48
Ausdal Financial Partners
Iowa
$1.06M +$85.1K +1,417 +9%
AC
49
Anson Capital
Georgia
$1.04M +$107K +1,783 +11%
NA
50
NewEdge Advisors
Louisiana
$1.04M +$748K +12,455 +260%
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