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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

201 hedge funds and large institutions have $983M invested in Invesco S&P SmallCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+29
Holders Change %
+16.86%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
50
Increased
99
Reduced
30
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$68.2M
2
LPL Financial
2
LPL Financial
California
$119M
3
Morgan Stanley
3
Morgan Stanley
New York
$54.7M
4
Bank of America
4
Bank of America
North Carolina
$26.2M
5
Wells Fargo
5
Wells Fargo
California
$42.1M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$0
2
FIS
2
Fischer Investment Strategies
California
$0
3
PFT
3
Providence First Trust
Arizona
$969K
4
CRWM
4
Castle Rock Wealth Management
California
$0
5
APSPRSPT
5
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BS
51
Banco Santander
Spain
$3.31M +$1.82M +27,509 +122%
TF
52
Theory Financial
Colorado
$3.25M -$58.3K -882 -2%
NA
53
NewEdge Advisors
Louisiana
$3.24M +$1.18M +17,864 +57%
SWM
54
Sculati Wealth Management
Michigan
$3.15M +$17.9K +271 +0.6%
NWMP
55
Noble Wealth Management PBC
Colorado
$2.71M +$2.71M +40,918 New
Mariner
56
Mariner
Kansas
$2.7M +$2.7M +40,878 New
IAA
57
Independent Advisor Alliance
North Carolina
$2.7M +$2.7M +40,776 New
PCIA
58
Prime Capital Investment Advisors
Kansas
$2.68M +$42.6K +645 +2%
AAS
59
Avantax Advisory Services
Texas
$2.67M +$1.86M +28,196 +231%
OCM
60
One Capital Management
California
$2.6M +$444K +6,711 +21%
PG
61
Prostatis Group
Maryland
$2.45M +$2.45M +37,104 New
CAM
62
Cobblestone Asset Management
Virginia
$2.36M +$2.36M +35,627 New
EH
63
Equitable Holdings
New York
$2.25M +$384K +5,811 +21%
MIM
64
Marshall Investment Management
Colorado
$2.22M +$2.22M +33,609 New
SA
65
Sanctuary Advisors
Indiana
$2.16M +$368K +5,257 +20%
FA
66
Fiduciary Alliance
South Carolina
$2.11M +$2.11M +31,945 New
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$2.01M +$1.95M +29,568 +3,285%
TWM
68
Tolleson Wealth Management
Texas
$1.95M – – –
MFG
69
Merit Financial Group
Georgia
$1.91M +$401K +6,067 +27%
PA
70
PFG Advisors
Arizona
$1.78M +$135K +2,035 +8%
TFS
71
Thoroughbred Financial Services
Tennessee
$1.63M +$119K +1,794 +8%
JIC
72
Johnson Investment Counsel
Ohio
$1.5M – – –
IA
73
IFG Advisory
Georgia
$1.47M +$8.26K +125 +0.6%
AFP
74
Ausdal Financial Partners
Iowa
$1.46M +$115K +1,739 +9%
PS
75
Principal Securities
Iowa
$1.46M +$818K +12,368 +127%
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