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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 %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$461K -$51.7K -781 -10%
JIR
102
James Investment Research
Ohio
$454K +$454K +6,866 New
Two Sigma Investments
103
Two Sigma Investments
New York
$430K -$410K -6,200 -49%
HighTower Advisors
104
HighTower Advisors
Illinois
$423K +$107K +1,618 +34%
CPRC
105
Consolidated Portfolio Review Corp
New York
$417K +$417K +6,299 New
SWP
106
Stratos Wealth Partners
Ohio
$400K +$400K +6,049 New
JWCA
107
J.W. Cole Advisors
Florida
$377K +$115K +1,732 +44%
BRWA
108
B. Riley Wealth Advisors
Florida
$363K +$363K +5,508 New
CA
109
CoreCap Advisors
Michigan
$332K -$20.3K -306 -6%
VNA
110
Valley National Advisers
Pennsylvania
$323K +$56.7K +857 +21%
FTS
111
Fifth Third Securities
Ohio
$317K -$74.5K -1,125 -19%
Jane Street
112
Jane Street
New York
$292K +$292K +4,412 New
SWM
113
Silverlake Wealth Management
Vermont
$291K +$25.7K +389 +10%
TI
114
Trexquant Investment
Connecticut
$287K +$287K +4,333 New
NIWA
115
New Insight Wealth Advisors
California
$285K +$285K +4,302 New
CA
116
Crewe Advisors
Utah
$283K +$283K +4,276 New
FAIM
117
Financial Advocates Investment Management
Washington
$274K +$274K +4,140 New
WA
118
Wealth Alliance
New York
$271K +$271K +4,100 New
GVAG
119
Great Valley Advisor Group
Delaware
$266K +$266K +4,012 New
UBS Group
120
UBS Group
Switzerland
$265K +$265K +4,000 New
DAS
121
Dynamic Advisor Solutions
Arizona
$251K +$251K +3,796 New
Brown Advisory
122
Brown Advisory
Maryland
$249K +$249K +3,756 New
MA
123
Mutual Advisors
Nebraska
$234K +$234K +3,544 New
GLA
124
Good Life Advisors
Pennsylvania
$233K +$233K +3,514 New
IC
125
Inscription Capital
Texas
$232K +$662 +10 +0.3%
3 4
5
6 7