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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

64 hedge funds and large institutions have $67.1M invested in Invesco S&P SmallCap Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
14
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$13.4M
2
GM
2
GeoWealth Management
Illinois
$1.02M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$5.88M
4
ACM
4
Armbruster Capital Management
New York
$6.27M
5
Wells Fargo
5
Wells Fargo
California
$8.78M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$398K
2
MCM
2
Mainstay Capital Management
Michigan
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.27M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.64M
5
NA
5
NewEdge Advisors
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$20.8K – – –
HWMA
52
Heritage Wealth Management (Arizona)
Arizona
$17K +$17K +320 New
CWP
53
Concord Wealth Partners
Virginia
$15K -$5.29K -99 -26%
APA
54
American Portfolios Advisors
New York
$9.09K – – –
GWM
55
Geneos Wealth Management
Colorado
$8K – – –
CAGAS
56
Capital Advisory Group Advisory Services
Minnesota
$8K +$8K +150 New
MW
57
Milestone Wealth
New York
$7K – – –
SPIA
58
Steward Partners Investment Advisory
New York
$6K – – –
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$6K +$6K +125 New
AA
60
AlphaMark Advisors
Kentucky
$4K +$4K +85 New
SWM
61
Spire Wealth Management
Virginia
$3K – – –
NL
62
NVWM LLC
Pennsylvania
$2K – – –
AWM
63
Aspire Wealth Management
Massachusetts
$2K – – –
MCM
64
Mainstay Capital Management
Michigan
– -$10.7M -189,072 Closed
NA
65
NewEdge Advisors
Louisiana
– -$1.02M -18,104 Closed
Truist Financial
66
Truist Financial
North Carolina
– -$430K -7,620 Closed
Citadel Advisors
67
Citadel Advisors
Florida
– -$266K -4,709 Closed
UWPG
68
Ullmann Wealth Partners Group
Florida
– -$216K -3,821 Closed
CA
69
CoreCap Advisors
Michigan
– -$165K -2,924 Closed
S
70
SignatureFD
Georgia
– -$71K -1,265 Closed
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