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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

66 hedge funds and large institutions have $105M invested in Invesco S&P SmallCap Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
27
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Marmo Financial Group
Tennessee
$4.88M
2
Stifel Financial
2
Stifel Financial
Missouri
$5.12M
3
AT
3
American Trust
Kentucky
$2.95M
4
SL
4
Systelligence LLC
Minnesota
$2.46M
5
AI
5
Atria Investments
North Carolina
$1.89M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$5.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$0
4
Wells Fargo
4
Wells Fargo
California
$6.09M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
51
Harbor Investment Advisory
Maryland
$27.8K – – –
BCMIO
52
Beacon Capital Management Inc (Ohio)
Ohio
$19.4K -$93 -2 -0.5%
TWM
53
Tradition Wealth Management
Minnesota
$19K +$94 +2 +0.5%
PTC
54
Private Trust Company
Ohio
$14.7K – – –
GWM
55
Geneos Wealth Management
Colorado
$7.87K – – –
NA
56
Nordwand Advisors
Pennsylvania
$6.25K +$6.25K +135 New
SPIA
57
Steward Partners Investment Advisory
New York
$5.56K – – –
AWM
58
Abound Wealth Management
Tennessee
$4.42K – – –
AA
59
AlphaMark Advisors
Kentucky
$4K – – –
ASN
60
Advisory Services Network
Georgia
$3.5K +$46 +1 +1%
GRP
61
Global Retirement Partners
California
$3.41K – – –
BAM
62
Belpointe Asset Management
Nevada
$3.38K +$1.39K +30 +70%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$2.8K +$672 +14,512 +32%
CWP
64
Concord Wealth Partners
Virginia
$2.55K -$2.73K -59 -52%
SWM
65
Spire Wealth Management
Virginia
$2.55K – – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$185 – – –
Citadel Advisors
67
Citadel Advisors
Florida
– -$700K -14,848 Closed
HighTower Advisors
68
HighTower Advisors
Illinois
– -$539K -11,407 Closed
ACA
69
Aptus Capital Advisors
Alabama
– -$144K -3,063 Closed
MCC
70
Money Concepts Capital
Florida
– -$64K -1,357 Closed
WA
71
Win Advisors
Florida
– -$55.9K -1,186 Closed
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
– -$52K -1,104 Closed
S
73
SignatureFD
Georgia
– -$6.53K -139 Closed
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