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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

90 hedge funds and large institutions have $248M invested in Invesco S&P SmallCap Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+12
Holders Change %
+15.38%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
38
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
$24.6M
2
LPL Financial
LPL Financial
California
$54.5M
3
FFN
Focus Financial Network
Minnesota
$11.2M
4
Citigroup
Citigroup
New York
$5.68M
5
PWM
Provident Wealth Management
Tennessee
$4.43M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$11.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
AI
Atria Investments
North Carolina
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$354K
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Comprehensive Wealth Management
Washington
$541K -$27.3K -453 -5%
Citadel Advisors
52
Citadel Advisors
Florida
$523K -$70.9K -1,176 -12%
AAS
53
Avantax Advisory Services
Texas
$514K +$295K +4,898 +135%
TFS
54
Thoroughbred Financial Services
Tennessee
$498K -$8.02K -133 -2%
NRG
55
Nemes Rush Group
Michigan
$472K – – –
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$465K -$214K -3,550 -32%
EH
57
Equitable Holdings
New York
$425K +$425K +7,045 New
SI
58
Stephens Inc
Arkansas
$423K +$12.1K +200 +3%
CA
59
Cetera Advisors
Colorado
$405K +$405K +6,714 New
Stifel Financial
60
Stifel Financial
Missouri
$388K -$11.7K -194 -3%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$354K -$559K -9,271 -61%
CA
62
CoreCap Advisors
Michigan
$323K +$4.89K +81 +2%
NA
63
NewEdge Advisors
Louisiana
$288K -$36.3K -602 -11%
Betterment LLC
64
Betterment LLC
New York
$288K +$288K +4,778 New
FTS
65
Fifth Third Securities
Ohio
$255K +$255K +4,222 New
VNA
66
Valley National Advisers
Pennsylvania
$243K +$127K +2,106 +110%
SWM
67
Silverlake Wealth Management
Vermont
$241K – – –
HighTower Advisors
68
HighTower Advisors
Illinois
$237K +$237K +3,934 New
OC
69
Oppenheimer & Co
New York
$215K -$18.6K -308 -8%
BFEC
70
Benjamin F. Edwards & Company
Missouri
$104K +$240 +4 +0.2%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$84.4K +$84.4K +1,400 New
GJIA
72
Glass Jacobson Investment Advisors
Maryland
$57.5K +$60 +1 +0.1%
PTC
73
Private Trust Company
Ohio
$57.4K +$18.8K +312 +49%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$57.3K – – –
National Bank of Canada
75
National Bank of Canada
Quebec, Canada
$47.6K -$4.72K -78 -9%
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