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Invesco S&P SmallCap Momentum ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$287K +$50.6K +843 +21%
VNA
77
Valley National Advisers
Pennsylvania
$241K
SWM
78
Silverlake Wealth Management
Vermont
$240K
JWCA
79
J.W. Cole Advisors
Florida
$238K +$238K +3,957 New
ASN
80
Advisory Services Network
Georgia
$220K +$220K +3,657 New
OC
81
Oppenheimer & Co
New York
$213K -$1.08K -18 -0.5%
IC
82
Inscription Capital
Texas
$210K +$210K +3,500 New
BFEC
83
Benjamin F. Edwards & Company
Missouri
$104K
Fidelity Investments
84
Fidelity Investments
Massachusetts
$77.6K +$59.6K +992 +330%
GJIA
85
Glass Jacobson Investment Advisors
Maryland
$59.4K +$2.1K +35 +4%
PTC
86
Private Trust Company
Ohio
$57.1K
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$57K
National Bank of Canada
88
National Bank of Canada
Quebec, Canada
$47.1K
HIA
89
Harbor Investment Advisory
Maryland
$36K
RIA
90
Realta Investment Advisors
Delaware
$34.9K +$24K +400 +222%
ATPW
91
Ashton Thomas Private Wealth
Arizona
$25.7K +$25.7K +428 New
AIC
92
Archer Investment Corporation
Indiana
$16.5K
NRC
93
New Republic Capital
North Carolina
$15K
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$12.8K -$71.2K -1,187 -85%
GWSG
95
GPS Wealth Strategies Group
Colorado
$11.4K +$11.4K +190 New
GWM
96
Geneos Wealth Management
Colorado
$10.2K -$13.8K -230 -58%
AWM
97
Abound Wealth Management
Tennessee
$5.78K
GRP
98
Global Retirement Partners
California
$4.62K
WWM
99
Wagner Wealth Management
South Carolina
$3.6K
SWM
100
Spire Wealth Management
Virginia
$3.3K