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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 %
SFC
201
SYM Financial Corp
Indiana
$1.32K +$1.32K +20 New
MCM
202
Mainstay Capital Management
Michigan
– -$46.4M -701,149 Closed
FIS
203
Fischer Investment Strategies
California
– -$4.46M -67,415 Closed
CRWM
204
Castle Rock Wealth Management
California
– -$2.08M -31,606 Closed
APSPRSPT
205
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
– -$1.7M -25,672 Closed
WIA
206
World Investment Advisors
California
– -$849K -12,831 Closed
Citadel Advisors
207
Citadel Advisors
Florida
– -$672K -10,146 Closed
Two Sigma Investments
208
Two Sigma Investments
New York
– -$430K -6,500 Closed
GVAG
209
Great Valley Advisor Group
Delaware
– -$266K -4,012 Closed
TAM
210
TCP Asset Management
Ohio
– -$224K -3,383 Closed
KAS
211
Kestra Advisory Services
Texas
– -$212K -3,199 Closed
ARC
212
Advisor Resource Council
Texas
– -$203K -3,063 Closed
TRCT
213
Tower Research Capital (TRC)
New York
– -$85.1K -1,286 Closed
JIP
214
Jaffetilchin Investment Partners
Florida
– -$35.3K -533 Closed
IA
215
IFP Advisors
Florida
– -$26.5K -400 Closed
CTC
216
Central Trust Company
Missouri
– -$5.1K -77 Closed
ACA
217
Aptus Capital Advisors
Alabama
– -$662 -10 Closed
GSEP
218
Golden State Equity Partners
California
– -$132 -2 Closed
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