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

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
$0
2
FIS
Fischer Investment Strategies
California
$0
3
PFT
Providence First Trust
Arizona
$969K
4
CRWM
Castle Rock Wealth Management
California
$0
5
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NRG
126
Nemes Rush Group
Michigan
$517K – – –
HighTower Advisors
127
HighTower Advisors
Illinois
$484K +$61.2K +926 +14%
SI
128
Stephens Inc
Arkansas
$465K -$9.39K -142 -2%
WA
129
Wealth Alliance
New York
$455K +$184K +2,783 +68%
GLA
130
Good Life Advisors
Pennsylvania
$445K +$212K +3,211 +91%
MA
131
Mutual Advisors
Nebraska
$435K +$193K +2,827 +80%
BRWA
132
B. Riley Wealth Advisors
Florida
$435K +$70.5K +1,067 +19%
CPRC
133
Consolidated Portfolio Review Corp
New York
$416K -$661 -10 -0.2%
RTC
134
Real Talk Capital
Tennessee
$408K +$408K +6,174 New
JWCA
135
J.W. Cole Advisors
Florida
$399K +$22.5K +340 +6%
FAIM
136
Financial Advocates Investment Management
Washington
$398K +$124K +1,878 +45%
SA
137
Sovran Advisors
California
$363K +$363K +5,438 New
SWP
138
Stratos Wealth Partners
Ohio
$359K -$40.7K -615 -10%
OC
139
Oppenheimer & Co
New York
$356K +$136K +2,052 +62%
VT
140
Vise Technologies
New York
$352K +$134K +2,023 +61%
MOS
141
MGO One Seven
Ohio
$342K +$119K +1,795 +53%
VNA
142
Valley National Advisers
Pennsylvania
$333K +$10.7K +162 +3%
CA
143
CoreCap Advisors
Michigan
$332K – – –
P
144
&Partners
Tennessee
$330K +$110K +1,636 +50%
GWS
145
Greykasell Wealth Strategies
California
$329K +$329K +4,981 New
Baird Financial Group
146
Baird Financial Group
Wisconsin
$326K -$135K -2,035 -29%
Millennium Management
147
Millennium Management
New York
$317K -$224K -3,387 -41%
IAG
148
Investmark Advisory Group
Connecticut
$299K +$299K +4,520 New
SWM
149
Silverlake Wealth Management
Vermont
$290K – – –
CF
150
Centaurus Financial
California
$288K +$73.3K +1,109 +34%
4 5
6
7 8