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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

28 hedge funds and large institutions have $38.7M invested in Invesco S&P SmallCap Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$4.39M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.49M
3
IFWM
Institute for Wealth Management
Colorado
+$772K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$358K
5
AG
Advisor Group
Arizona
+$239K

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
-$3.17M
2
Wells Fargo
Wells Fargo
California
-$2.2M
3
LPL Financial
LPL Financial
California
-$2.08M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.44M
5
Morgan Stanley
Morgan Stanley
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$12M -$2.2M -71,173 -16%
Morgan Stanley
2
Morgan Stanley
New York
$4.47M -$1.05M -34,161 -19%
Citadel Advisors
3
Citadel Advisors
Florida
$4.39M +$4.39M +142,296 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.93M +$1.49M +48,161 +103%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.37M -$1.44M -46,603 -38%
Bank of America
6
Bank of America
North Carolina
$1.67M -$1.04M -33,671 -38%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.63M +$238K +7,725 +17%
AG
8
Advisor Group
Arizona
$1.62M +$239K +7,726 +17%
SG Americas Securities
9
SG Americas Securities
New York
$1.11M -$40.5K -1,313 -4%
TWM
10
Tolleson Wealth Management
Texas
$1.01M +$1.01M +32,742 New
LPL Financial
11
LPL Financial
California
$994K -$2.08M -67,381 -68%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$815K +$56K +1,813 +7%
IFWM
13
Institute for Wealth Management
Colorado
$772K +$772K +25,014 New
RJA
14
Raymond James & Associates
Florida
$511K -$150K -4,866 -23%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$494K +$358K +11,602 +263%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$386K +$228K +7,394 +144%
Jane Street
17
Jane Street
New York
$337K +$21.9K +710 +7%
UBS Group
18
UBS Group
Switzerland
$286K +$32.7K +1,057 +13%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$222K -$417K -13,485 -65%
CCA
20
Clearwater Capital Advisors
Illinois
$215K – – –
UWPG
21
Ullmann Wealth Partners Group
Florida
$200K – – –
Citigroup
22
Citigroup
New York
$175K +$15K +488 +9%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$62K -$5.47K -176 -8%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$52K – – –
BCMIO
25
Beacon Capital Management Inc (Ohio)
Ohio
$41K -$6.43K -208 -14%
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