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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 %
CA
151
Crewe Advisors
Utah
$283K – – –
TI
152
Trexquant Investment
Connecticut
$264K -$22.3K -337 -8%
DAS
153
Dynamic Advisor Solutions
Arizona
$260K +$9.12K +138 +4%
Brown Advisory
154
Brown Advisory
Maryland
$248K – – –
OIA
155
OneDigital Investment Advisors
Kansas
$243K +$243K +3,682 New
PWM
156
Perigon Wealth Management
California
$241K +$3.76K +55 +2%
DOA
157
D'Orazio & Associates
Virginia
$239K +$239K +3,610 New
EWA
158
EP Wealth Advisors
California
$229K +$229K +3,468 New
S
159
Sunpointe
Missouri
$215K +$9.26K +140 +4%
BFWM
160
Bright Futures Wealth Management
New York
$212K +$212K +3,066 New
UWPG
161
Ullmann Wealth Partners Group
Florida
$206K – – –
Renaissance Technologies
162
Renaissance Technologies
New York
$205K +$205K +3,100 New
Fidelity Investments
163
Fidelity Investments
Massachusetts
$197K +$53.2K +805 +37%
SAM
164
Synergy Asset Management
Washington
$158K +$158K +2,384 New
FFL
165
Financial Freedom LLC
Ohio
$129K +$129K +1,948 New
AWM
166
AE Wealth Management
Kansas
$122K +$122K +1,845 New
William Blair & Company
167
William Blair & Company
Illinois
$119K +$119K +1,801 New
LIS
168
Legacy Investment Solutions
Idaho
$113K +$3.24K +47 +3%
LWMI
169
Legacy Wealth Management (Idaho)
Idaho
$113K +$3.24K +47 +3%
CFB
170
Cullen/Frost Bankers
Texas
$111K +$111K +1,677 New
UBS Group
171
UBS Group
Switzerland
$99.2K -$165K -2,500 -63%
CAL
172
Capital Analysts LLC
Pennsylvania
$96K – – –
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$79.9K +$17.1K +258 +27%
PTC
174
Private Trust Company
Ohio
$62.9K – – –
SIC
175
Salem Investment Counselors
North Carolina
$61.5K -$4.5K -68 -7%
5 6
7
8 9