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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 %
NWM
76
Nova Wealth Management
Florida
$1.45M +$1.45M +21,958 New
BAM
77
Belpointe Asset Management
Nevada
$1.42M -$1.07M -16,191 -43%
FCA
78
Fortis Capital Advisors
Kansas
$1.42M -$1.07M -16,191 -43%
LWM
79
Lodestone Wealth Management
Washington
$1.42M +$17.3K +261 +1%
TCWM
80
Total Clarity Wealth Management
Illinois
$1.42M -$51.2K -775 -3%
IFWM
81
Institute for Wealth Management
Colorado
$1.41M -$6.28K -95 -0.4%
AWM
82
Accel Wealth Management
Iowa
$1.31M +$223K +3,368 +21%
CWMGP
83
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.3M +$1.3M +19,605 New
NIWA
84
New Insight Wealth Advisors
California
$1.24M +$953K +14,409 +335%
JCFM
85
JBR Co Financial Management
Oklahoma
$1.23M +$642K +9,716 +109%
Comerica Bank
86
Comerica Bank
Texas
$1.2M +$128K +1,939 +12%
AI
87
Atria Investments
North Carolina
$1.18M +$92.8K +1,404 +9%
HIIFS
88
Harel Insurance Investments & Financial Services
Israel
$1.17M +$1.17M +17,650 New
MWM
89
Mascagni Wealth Management
Mississippi
$1.17M +$1.17M +18,588 New
KWA
90
Kingswood Wealth Advisors
California
$1.16M +$1.16M +17,533 New
FWM
91
FLP Wealth Management
Arkansas
$1.14M +$1.14M +17,306 New
KA
92
Kozak & Associates
Colorado
$1.12M -$1.5M -22,387 -57%
AF
93
Apollon Financial
South Carolina
$1.12M +$156K +2,360 +16%
LTL
94
Lowery Thomas LLC
California
$1.07M -$36.2K -547 -3%
VFPW
95
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.07M +$228K +3,456 +27%
AC
96
Anson Capital
Georgia
$1.07M -$36.6K -553 -3%
Betterment LLC
97
Betterment LLC
New York
$1.06M +$95.5K +1,444 +10%
FTS
98
Fifth Third Securities
Ohio
$1.03M +$716K +10,833 +227%
IWC
99
Integrated Wealth Concepts
Massachusetts
$1.03M +$196K +2,963 +24%
TSMHT
100
Thurston Springer Miller Herd & Titak
Indiana
$1M +$880K +13,314 +706%
2 3
4
5 6