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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 %
GJIA
176
Glass Jacobson Investment Advisors
Maryland
$58K -$22.6K -342 -28%
CIA
177
Cape Investment Advisory
Georgia
$39.8K +$8.66K +131 +28%
HIA
178
Harbor Investment Advisory
Maryland
$39.7K – – –
GRP
179
Global Retirement Partners
California
$29.3K +$23.9K +361 +440%
MWM
180
MGB Wealth Management
Texas
$26.5K +$13.3K +201 +101%
EWA
181
EverSource Wealth Advisors
Alabama
$22.4K +$22.4K +339 New
AIC
182
Archer Investment Corporation
Indiana
$18.1K – – –
NRC
183
New Republic Capital
North Carolina
$16.5K – – –
CT
184
Colonial Trust
South Carolina
$14.8K – – –
ME
185
McIlrath & Eck
Washington
$13.2K +$13.2K +200 New
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$10.9K – – –
AF
187
Allworth Financial
California
$10.5K +$6.35K +91 +152%
National Bank of Canada
188
National Bank of Canada
Quebec, Canada
$8.59K -$43.4K -657 -83%
PB
189
Pinnacle Bancorp
Nebraska
$8.2K – – –
AssetMark Inc
190
AssetMark Inc
California
$7.27K -$3.24K -49 -31%
CA
191
Clearstead Advisors
Ohio
$6.81K +$6.81K +103 New
AG
192
AmeriFlex Group
Nevada
$6.62K +$6.62K +95 New
AWM
193
Abound Wealth Management
Tennessee
$6.39K +$66 +1 +1%
SS
194
Sunbelt Securities
Texas
$5.28K – – –
WWM
195
Wagner Wealth Management
South Carolina
$4.98K – – –
SWM
196
Spire Wealth Management
Virginia
$3.64K – – –
FFA
197
Farther Finance Advisors
California
$2.51K – – –
MMCM
198
Murphy & Mullick Capital Management
New York
$1.65K +$1.65K +25 New
JPMorgan Chase & Co
199
JPMorgan Chase & Co
New York
$1.52K – – –
WWP
200
WR Wealth Planners
Missouri
$1.39K – – –
5 6 7
8
9