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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

31 hedge funds and large institutions have $77.7M invested in Invesco S&P SmallCap Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$25.8M
2
Morgan Stanley
Morgan Stanley
New York
+$7.48M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.54M
4
Wells Fargo
Wells Fargo
California
+$1.75M
5
SPC
Sigma Planning Corp
Michigan
+$449K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.49M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.24M
3
SG Americas Securities
SG Americas Securities
New York
-$949K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$466K
5
Jane Street
Jane Street
New York
-$337K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$25.8M +$25.8M +470,629 New
Wells Fargo
2
Wells Fargo
California
$15.9M +$1.75M +48,028 +12%
Morgan Stanley
3
Morgan Stanley
New York
$12.8M +$7.48M +205,311 +142%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.34M +$4.54M +124,737 +162%
AG
5
Advisor Group
Arizona
$2.03M +$127K +3,484 +7%
Bank of America
6
Bank of America
North Carolina
$1.99M +$26.3K +721 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.92M -$4.81K -132 -0.2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.22M -$2.24M -61,611 -65%
TWM
9
Tolleson Wealth Management
Texas
$1.19M – – –
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.02M +$54.1K +1,486 +6%
LPL Financial
11
LPL Financial
California
$942K -$231K -6,334 -20%
IFWM
12
Institute for Wealth Management
Colorado
$911K – – –
Citadel Advisors
13
Citadel Advisors
Florida
$695K -$4.49M -123,206 -87%
UBS Group
14
UBS Group
Switzerland
$690K +$353K +9,702 +105%
RJA
15
Raymond James & Associates
Florida
$529K -$74K -2,032 -12%
SPC
16
Sigma Planning Corp
Michigan
$449K +$449K +12,321 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$447K -$9.65K -265 -2%
SG Americas Securities
18
SG Americas Securities
New York
$367K -$949K -26,036 -72%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$309K +$47.3K +1,300 +18%
CAN
20
Cetera Advisor Networks
California
$282K +$282K +7,743 New
UWPG
21
Ullmann Wealth Partners Group
Florida
$236K – – –
CCA
22
Clearwater Capital Advisors
Illinois
$231K -$22.4K -617 -9%
Citigroup
23
Citigroup
New York
$227K +$20.5K +563 +10%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$111K -$466K -12,939 -81%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$62K -$11K -300 -15%
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