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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
Envestnet Asset Management
Illinois
$81.4M
2
Osaic Holdings
Osaic Holdings
Arizona
$80.4M
3
MCM
Mainstay Capital Management
Michigan
$46.4M
4
AWM
Apollon Wealth Management
South Carolina
$17M
5
Morgan Stanley
Morgan Stanley
New York
$28.9M

Top Sellers

1
SL
Systelligence LLC
Minnesota
$7.35M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.45M
3
VF
Virtu Financial
New York
$0
4
MFG
Merit Financial Group
Georgia
$1.51M
5
Two Sigma Investments
Two Sigma Investments
New York
$430K
Name Holding Trade Value Shares
Change 		Shares
Change %
JIP
151
Jaffetilchin Investment Partners
Florida
$35.3K +$35.3K +533 New
CIA
152
Cape Investment Advisory
Georgia
$31.2K +$31.2K +471 New
IA
153
IFP Advisors
Florida
$26.5K +$26.5K +400 New
AIC
154
Archer Investment Corporation
Indiana
$18.1K – – –
NRC
155
New Republic Capital
North Carolina
$16.5K – – –
CT
156
Colonial Trust
South Carolina
$14.8K +$14.8K +225 New
MWM
157
MGB Wealth Management
Texas
$13.3K +$13.3K +200 New
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$10.9K +$10.9K +165 New
AssetMark Inc
159
AssetMark Inc
California
$10.5K +$10.5K +159 New
PB
160
Pinnacle Bancorp
Nebraska
$8.21K +$8.21K +124 New
AWM
161
Abound Wealth Management
Tennessee
$6.38K – – –
GRP
162
Global Retirement Partners
California
$5.43K +$331 +5 +6%
SS
163
Sunbelt Securities
Texas
$5.3K +$5.3K +80 New
CTC
164
Central Trust Company
Missouri
$5.1K +$5.1K +77 New
WWM
165
Wagner Wealth Management
South Carolina
$4.97K +$995 +15 +25%
AF
166
Allworth Financial
California
$3.98K +$3.98K +60 New
SWM
167
Spire Wealth Management
Virginia
$3.64K – – –
FFA
168
Farther Finance Advisors
California
$2.52K +$1.59K +24 +171%
JPMorgan Chase & Co
169
JPMorgan Chase & Co
New York
$1.52K -$12.6K -190 -89%
WWP
170
WR Wealth Planners
Missouri
$1.39K +$1.39K +21 New
ACA
171
Aptus Capital Advisors
Alabama
$662 – – –
GSEP
172
Golden State Equity Partners
California
$132 +$132 +2 New
VF
173
Virtu Financial
New York
– -$629K -10,478 Closed
RIA
174
Realta Investment Advisors
Delaware
– -$34.9K -580 Closed
ATPW
175
Ashton Thomas Private Wealth
Arizona
– -$25.7K -428 Closed
4 5 6
7
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