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Invesco S&P SmallCap Momentum ETF

64 hedge funds and large institutions have $95.2M invested in Invesco S&P SmallCap Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
26
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$42.2K +$3.39K +70 +9%
HIA
52
Harbor Investment Advisory
Maryland
$29.1K
BCMIO
53
Beacon Capital Management Inc (Ohio)
Ohio
$20.3K
TWM
54
Tradition Wealth Management
Minnesota
$20K +$50 +1 +0.2%
NRC
55
New Republic Capital
North Carolina
$14.5K +$14.5K +300 New
GWM
56
Geneos Wealth Management
Colorado
$8.24K
NA
57
Nordwand Advisors
Pennsylvania
$6.55K
SPIA
58
Steward Partners Investment Advisory
New York
$5.82K
AWM
59
Abound Wealth Management
Tennessee
$4.64K +$48 +1 +1%
AA
60
AlphaMark Advisors
Kentucky
$4K
GRP
61
Global Retirement Partners
California
$3.73K
CWP
62
Concord Wealth Partners
Virginia
$2.67K
SWM
63
Spire Wealth Management
Virginia
$2.67K
Fidelity Investments
64
Fidelity Investments
Massachusetts
$194
Stifel Financial
65
Stifel Financial
Missouri
-$5.12M -110,613 Closed
SL
66
Systelligence LLC
Minnesota
-$2.46M -53,057 Closed
AI
67
Atria Investments
North Carolina
-$1.89M -40,785 Closed
AWM
68
AE Wealth Management
Kansas
-$1.71M -36,868 Closed
OC
69
Oppenheimer & Co
New York
-$556K -12,002 Closed
AAS
70
Avantax Advisory Services
Texas
-$263K -5,682 Closed
Jane Street
71
Jane Street
New York
-$210K -4,534 Closed
FFN
72
Focus Financial Network
Minnesota
-$202K -4,353 Closed
PTC
73
Private Trust Company
Ohio
-$14.7K -317 Closed
ASN
74
Advisory Services Network
Georgia
-$3.5K -76 Closed
BAM
75
Belpointe Asset Management
Nevada
-$3.38K -73 Closed