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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

106 hedge funds and large institutions have $322M invested in Invesco S&P SmallCap Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+16
Holders Change %
+17.78%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
48
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$68.8M
2
Stifel Financial
2
Stifel Financial
Missouri
$10.3M
3
MWM
3
Meridian Wealth Management
Kentucky
$6.27M
4
Truist Financial
4
Truist Financial
North Carolina
$5.15M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.74M

Top Sellers

1
AT
1
American Trust
Kentucky
$0
2
TF
2
Theory Financial
Colorado
$3.23M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
SL
4
Systelligence LLC
Minnesota
$7.68M
5
Wells Fargo
5
Wells Fargo
California
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
51
Atria Investments
North Carolina
$986K +$986K +16,413 New
LTL
52
Lowery Thomas LLC
California
$943K +$68.6K +1,142 +8%
AWM
53
Accel Wealth Management
Iowa
$933K +$40.9K +681 +5%
MWM
54
Merriman Wealth Management
Washington
$866K -$17.4K -289 -2%
TFS
55
Thoroughbred Financial Services
Tennessee
$837K +$341K +5,681 +69%
MW
56
Members Wealth
Pennsylvania
$786K +$786K +11,496 New
Betterment LLC
57
Betterment LLC
New York
$765K +$478K +7,955 +166%
Two Sigma Investments
58
Two Sigma Investments
New York
$763K +$763K +12,700 New
WWM
59
Western Wealth Management
Colorado
$753K +$1.08K +18 +0.1%
IWC
60
Integrated Wealth Concepts
Massachusetts
$729K +$35.6K +593 +5%
Comerica Bank
61
Comerica Bank
Texas
$721K – – –
EFL
62
ERn Financial LLC
Wisconsin
$632K +$28.6K +477 +5%
VF
63
Virtu Financial
New York
$629K +$629K +10,478 New
CWM
64
Comprehensive Wealth Management
Washington
$613K +$74.9K +1,247 +14%
PS
65
Principal Securities
Iowa
$593K -$27.9K -465 -4%
S4W
66
Solutions 4 Wealth
Texas
$581K -$2.16K -36 -0.4%
AAS
67
Avantax Advisory Services
Texas
$543K +$31.3K +521 +6%
NRG
68
Nemes Rush Group
Michigan
$470K – – –
Baird Financial Group
69
Baird Financial Group
Wisconsin
$465K -$214K -3,569 -32%
VT
70
Vise Technologies
New York
$444K +$444K +7,393 New
SI
71
Stephens Inc
Arkansas
$421K – – –
VFPW
72
Vantage Financial Partners (Wisconsin)
Wisconsin
$389K +$389K +6,484 New
FTS
73
Fifth Third Securities
Ohio
$355K +$101K +1,685 +40%
CA
74
CoreCap Advisors
Michigan
$320K -$2.22K -37 -0.7%
SPC
75
Sigma Planning Corp
Michigan
$295K +$295K +4,918 New
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3
4 5