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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

172 hedge funds and large institutions have $736M invested in Invesco S&P SmallCap Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 65 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
172
Holders Change
+66
Holders Change %
+62.26%
% of All Funds
2.49%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
74
Increased
65
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$81.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$80.4M
3
MCM
3
Mainstay Capital Management
Michigan
$46.4M
4
AWM
4
Apollon Wealth Management
South Carolina
$17M
5
Morgan Stanley
5
Morgan Stanley
New York
$28.9M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$7.35M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.45M
3
VF
3
Virtu Financial
New York
$0
4
MFG
4
Merit Financial Group
Georgia
$1.51M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$430K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$6.42M +$990K +14,955 +18%
CFG
27
Cooper Financial Group
California
$6.16M +$6.16M +93,062 New
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$6.13M +$3.5M +52,950 +133%
Envestnet Portfolio Solutions
29
Envestnet Portfolio Solutions
Illinois
$5.92M +$5.92M +89,495 New
PWM
30
Provident Wealth Management
Tennessee
$5.87M +$502K +7,589 +9%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$5.51M +$2.97M +44,874 +117%
SMC
32
Smith, Moore & Co
Missouri
$4.55M +$140K +2,115 +3%
SCA
33
Snowden Capital Advisors
New York
$4.47M +$4.47M +67,606 New
FIS
34
Fischer Investment Strategies
California
$4.46M +$4.46M +67,415 New
TAM
35
Titleist Asset Management
Texas
$4.2M -$12K -182 -0.3%
GWM
36
Geneos Wealth Management
Colorado
$3.92M +$3.91M +59,004 +34,708%
BCMIO
37
Beacon Capital Management Inc (Ohio)
Ohio
$3.88M +$3.88M +58,651 New
MML Investors Services
38
MML Investors Services
Massachusetts
$3.88M +$1.82M +27,474 +88%
RA
39
RFG Advisory
Alabama
$3.67M +$3.67M +55,449 New
PFT
40
Providence First Trust
Arizona
$3.35M +$3.35M +50,592 New
TF
41
Theory Financial
Colorado
$3.27M -$246K -3,763 -7%
SWM
42
Sculati Wealth Management
Michigan
$3.14M +$417K +6,305 +15%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$3.09M +$1.2M +18,187 +63%
KA
44
Kozak & Associates
Colorado
$2.66M +$2.66M +39,102 New
GWSG
45
GPS Wealth Strategies Group
Colorado
$2.66M +$2.65M +40,046 +21,077%
PCIA
46
Prime Capital Investment Advisors
Kansas
$2.64M -$39.7K -600 -1%
BAM
47
Belpointe Asset Management
Nevada
$2.5M +$1.18M +17,802 +89%
FCA
48
Fortis Capital Advisors
Kansas
$2.5M +$1.18M +17,802 +89%
AWM
49
Aspire Wealth Management
Massachusetts
$2.32M +$61.8K +933 +3%
OCM
50
One Capital Management
California
$2.16M +$2.16M +32,612 New
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