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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

172 hedge funds and large institutions have $736M invested in Invesco S&P SmallCap Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 65 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+66
Holders Change %
+62.26%
% of All Funds
2.49%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
74
Increased
65
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$81.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$80.4M
3
MCM
3
Mainstay Capital Management
Michigan
$46.4M
4
AWM
4
Apollon Wealth Management
South Carolina
$17M
5
Morgan Stanley
5
Morgan Stanley
New York
$28.9M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$7.35M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.45M
3
VF
3
Virtu Financial
New York
$0
4
MFG
4
Merit Financial Group
Georgia
$1.51M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$430K
Name Holding Trade Value Shares
Change 		Shares
Change %
CRWM
51
Castle Rock Wealth Management
California
$2.08M +$2.08M +31,606 New
NA
52
NewEdge Advisors
Louisiana
$2.06M +$920K +13,897 +81%
TWM
53
Tolleson Wealth Management
Texas
$1.95M – – –
SA
54
Sanctuary Advisors
Indiana
$1.87M +$139K +1,908 +8%
EH
55
Equitable Holdings
New York
$1.87M +$658K +9,937 +54%
APSPRSPT
56
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$1.7M +$1.7M +25,672 New
PA
57
PFG Advisors
Arizona
$1.65M +$68.5K +1,035 +4%
TFS
58
Thoroughbred Financial Services
Tennessee
$1.52M +$593K +8,962 +64%
MFG
59
Merit Financial Group
Georgia
$1.51M -$519K -7,835 -26%
JIC
60
Johnson Investment Counsel
Ohio
$1.51M – – –
BS
61
Banco Santander
Spain
$1.49M +$1.49M +22,573 New
TCWM
62
Total Clarity Wealth Management
Illinois
$1.47M +$1.47M +22,198 New
IA
63
IFG Advisory
Georgia
$1.46M +$1.46M +22,040 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$1.45M -$987K -14,925 -40%
IFWM
65
Institute for Wealth Management
Colorado
$1.42M -$14.2K -215 -1%
LWM
66
Lodestone Wealth Management
Washington
$1.41M -$106K -1,606 -7%
AFP
67
Ausdal Financial Partners
Iowa
$1.35M +$178K +2,689 +15%
UWM
68
USAdvisors Wealth Management
Minnesota
$1.31M +$66.8K +1,015 +5%
MW
69
Maia Wealth
Colorado
$1.15M +$1.15M +17,429 New
LTL
70
Lowery Thomas LLC
California
$1.11M +$72.7K +1,099 +7%
AC
71
Anson Capital
Georgia
$1.11M -$42K -635 -4%
AI
72
Atria Investments
North Carolina
$1.09M +$2.18K +33 +0.2%
AWM
73
Accel Wealth Management
Iowa
$1.09M +$58.8K +889 +6%
Comerica Bank
74
Comerica Bank
Texas
$1.08M +$282K +4,261 +36%
HI
75
Harbour Investments
Wisconsin
$983K +$982K +14,839 +247,317%
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3
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