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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

78 hedge funds and large institutions have $182M invested in Invesco S&P SmallCap Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+15
Holders Change %
+23.81%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
31
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.8M
2
LPL Financial
2
LPL Financial
California
$39.9M
3
Wells Fargo
3
Wells Fargo
California
$15.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.45M
5
TF
5
Theory Financial
Colorado
$4.02M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$7.69M
2
VF
2
Virtu Financial
New York
$0
3
MTWM
3
Masso Torrence Wealth Management
New Jersey
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
MFG
5
Marmo Financial Group
Tennessee
$6.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$375K +$375K +6,621 New
AWM
52
Aspire Wealth Management
Massachusetts
$338K +$15.6K +275 +5%
CAN
53
Cetera Advisor Networks
California
$328K +$328K +5,794 New
MML Investors Services
54
MML Investors Services
Massachusetts
$318K -$4.08K -72 -1%
NA
55
NewEdge Advisors
Louisiana
$305K +$33.4K +589 +12%
CA
56
CoreCap Advisors
Michigan
$299K -$19.8K -350 -6%
SWM
57
Silverlake Wealth Management
Vermont
$227K +$227K +4,000 New
OC
58
Oppenheimer & Co
New York
$219K +$219K +3,872 New
AAS
59
Avantax Advisory Services
Texas
$205K +$205K +3,615 New
VNA
60
Valley National Advisers
Pennsylvania
$108K +$108K +1,923 New
BFEC
61
Benjamin F. Edwards & Company
Missouri
$98K – – –
GJIA
62
Glass Jacobson Investment Advisors
Maryland
$54K +$54K +953 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$53.8K – – –
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$48.4K -$4.03K -72 -8%
PTC
65
Private Trust Company
Ohio
$36.2K +$170 +3 +0.5%
HIA
66
Harbor Investment Advisory
Maryland
$34K – – –
BCMIO
67
Beacon Capital Management Inc (Ohio)
Ohio
$23.2K -$170 -3 -0.7%
TWM
68
Tradition Wealth Management
Minnesota
$23K – – –
NRC
69
New Republic Capital
North Carolina
$17K – – –
GWM
70
Geneos Wealth Management
Colorado
$9.63K – – –
Fidelity Investments
71
Fidelity Investments
Massachusetts
$9.37K +$9.14K +161 +4,025%
NA
72
Nordwand Advisors
Pennsylvania
$7.65K – – –
SPIA
73
Steward Partners Investment Advisory
New York
$6.8K – – –
AWM
74
Abound Wealth Management
Tennessee
$5.44K – – –
GRP
75
Global Retirement Partners
California
$4.22K – – –
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3
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