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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 %
AF
76
Apollon Financial
South Carolina
$964K +$964K +14,557 New
Betterment LLC
77
Betterment LLC
New York
$961K +$118K +1,789 +14%
MWM
78
Merriman Wealth Management
Washington
$855K -$99.4K -1,501 -10%
WIA
79
World Investment Advisors
California
$849K +$849K +12,831 New
VFPW
80
Vantage Financial Partners (Wisconsin)
Wisconsin
$842K +$413K +6,237 +96%
IWC
81
Integrated Wealth Concepts
Massachusetts
$834K +$30.2K +457 +4%
OPS
82
Orion Portfolio Solutions
Nebraska
$819K +$819K +12,375 New
BCI
83
Brinker Capital Investments
Pennsylvania
$819K +$819K +12,375 New
WWM
84
Western Wealth Management
Colorado
$814K -$15.1K -228 -2%
AAS
85
Avantax Advisory Services
Texas
$809K +$212K +3,196 +35%
BEI
86
Benjamin Edwards Inc
Missouri
$776K +$776K +11,725 New
SPC
87
Sigma Planning Corp
Michigan
$736K +$411K +6,203 +126%
EFL
88
ERn Financial LLC
Wisconsin
$730K +$34.1K +515 +5%
CWM
89
Comprehensive Wealth Management
Washington
$692K +$15.9K +240 +2%
Citadel Advisors
90
Citadel Advisors
Florida
$672K +$672K +10,146 New
S4W
91
Solutions 4 Wealth
Texas
$647K +$6.62K +100 +1%
PS
92
Principal Securities
Iowa
$647K -$7.08K -107 -1%
AWA
93
Arkadios Wealth Advisors
Georgia
$603K +$603K +9,116 New
JCFM
94
JBR Co Financial Management
Oklahoma
$592K +$592K +8,940 New
CW
95
CreativeOne Wealth
Kansas
$565K +$565K +8,531 New
Millennium Management
96
Millennium Management
New York
$542K +$542K +8,186 New
D.E. Shaw & Co
97
D.E. Shaw & Co
New York
$526K +$526K +7,951 New
AF
98
Aldebaran Financial
$517K +$517K +7,811 New
SI
99
Stephens Inc
Arkansas
$475K +$10.3K +155 +2%
NRG
100
Nemes Rush Group
Michigan
$472K – – –
2 3
4
5 6