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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

35 hedge funds and large institutions have $59.5M invested in Invesco S&P SmallCap Momentum ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Armbruster Capital Management
New York
+$2.88M
2
LPL Financial
LPL Financial
California
+$2.63M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$837K
4
IWM
IHT Wealth Management
Illinois
+$699K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$371K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$6.8M
2
Morgan Stanley
Morgan Stanley
New York
-$1.58M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.54M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$403K
5
UWPG
Ullmann Wealth Partners Group
Florida
-$244K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$25.8M – – –
Morgan Stanley
2
Morgan Stanley
New York
$9.01M -$1.58M -53,866 -15%
Wells Fargo
3
Wells Fargo
California
$5.43M -$6.8M -232,150 -56%
LPL Financial
4
LPL Financial
California
$4.13M +$2.63M +89,914 +176%
ACM
5
Armbruster Capital Management
New York
$2.88M +$2.88M +98,331 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.62M +$837K +28,587 +47%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.92M +$371K +12,675 +24%
TWM
8
Tolleson Wealth Management
Texas
$959K – – –
Bank of America
9
Bank of America
North Carolina
$819K -$27.1K -924 -3%
IFWM
10
Institute for Wealth Management
Colorado
$711K -$21.8K -743 -3%
IWM
11
IHT Wealth Management
Illinois
$699K +$699K +23,863 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$597K +$11.1K +380 +2%
RJA
13
Raymond James & Associates
Florida
$567K +$1.14K +39 +0.2%
SPC
14
Sigma Planning Corp
Michigan
$456K +$94.6K +3,227 +26%
CAN
15
Cetera Advisor Networks
California
$415K – – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$405K -$12.2K -417 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$304K +$304K +10,340 New
Citadel Advisors
18
Citadel Advisors
Florida
$292K +$292K +9,968 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$291K -$403K -13,767 -58%
MML Investors Services
20
MML Investors Services
Massachusetts
$250K +$80.8K +2,756 +48%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$231K -$1.73K -59 -0.7%
TAIM
22
TD Ameritrade Investment Management
Nebraska
$228K +$214K +7,332 +1,570%
Citigroup
23
Citigroup
New York
$197K -$17.6K -601 -8%
CWM
24
Cedar Wealth Management
California
$94K +$94K +3,212 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$49K – – –
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