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Invesco S&P SmallCap Momentum ETF

31 hedge funds and large institutions have $70.8M invested in Invesco S&P SmallCap Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$25.8M
Wells Fargo
2
Wells Fargo
California
$16.4M +$61.8K +1,648 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$13.1M -$37.6K -1,003 -0.3%
AG
4
Advisor Group
Arizona
$2.5M +$404K +10,767 +19%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.04M +$59.7K +1,591 +3%
Bank of America
6
Bank of America
North Carolina
$1.87M -$176K -4,700 -9%
TWM
7
Tolleson Wealth Management
Texas
$1.23M
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.07M +$23.2K +620 +2%
LPL Financial
9
LPL Financial
California
$1.04M +$71.5K +1,905 +7%
IFWM
10
Institute for Wealth Management
Colorado
$938K
CAN
11
Cetera Advisor Networks
California
$708K +$418K +11,152 +144%
RJA
12
Raymond James & Associates
Florida
$647K +$103K +2,740 +19%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$523K +$523K +13,935 New
SPC
14
Sigma Planning Corp
Michigan
$458K -$3.71K -99 -0.8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$454K -$6.11K -163 -1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$353K +$34.9K +931 +11%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$305K -$7.25M -193,466 -96%
Citadel Advisors
18
Citadel Advisors
Florida
$242K -$474K -12,636 -66%
Citigroup
19
Citigroup
New York
$239K +$4.59K +122 +2%
UWPG
20
Ullmann Wealth Partners Group
Florida
$232K -$10.3K -274 -4%
UBS Group
21
UBS Group
Switzerland
$216K -$496K -13,208 -70%
SG Americas Securities
22
SG Americas Securities
New York
$126K -$251K -6,701 -67%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$116K +$38 +1 +0%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$64K
BFEC
25
Benjamin F. Edwards & Company
Missouri
$63K