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Invesco S&P SmallCap Momentum ETF

34 hedge funds and large institutions have $75M invested in Invesco S&P SmallCap Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+2
Holders Change %
+6.25%
% 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
11
Closed
1
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
$16.5M +$1.12M +28,347 +7%
Morgan Stanley
3
Morgan Stanley
New York
$14.3M +$191K +4,853 +1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.4M -$218K -5,530 -8%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.09M +$1.77M +44,804 +548%
LPL Financial
6
LPL Financial
California
$2.02M +$815K +20,674 +68%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.54M -$143K -3,617 -8%
TWM
8
Tolleson Wealth Management
Texas
$1.29M
AG
9
Advisor Group
Arizona
$1.29M -$1.32M -33,440 -51%
Bank of America
10
Bank of America
North Carolina
$1.14M -$128K -3,256 -10%
IFWM
11
Institute for Wealth Management
Colorado
$986K
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$934K -$52K -1,320 -5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$788K -$15.5K -394 -2%
RJA
14
Raymond James & Associates
Florida
$762K +$16.5K +418 +2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$562K +$78.3K +1,988 +16%
CAN
16
Cetera Advisor Networks
California
$559K -$51.3K -1,302 -8%
SPC
17
Sigma Planning Corp
Michigan
$486K +$1.69K +43 +0.3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$313K +$24.8K +630 +9%
Citigroup
19
Citigroup
New York
$288K +$30.3K +770 +12%
UWPG
20
Ullmann Wealth Partners Group
Florida
$244K
MML Investors Services
21
MML Investors Services
Massachusetts
$228K +$228K +5,776 New
RWA
22
Redhawk Wealth Advisors
Minnesota
$212K -$106K -2,700 -33%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$147K +$33.7K +856 +30%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$67K
BFEC
25
Benjamin F. Edwards & Company
Missouri
$66K