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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

37 hedge funds and large institutions have $62M invested in Invesco S&P SmallCap Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$1.97M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.44M
3
ACM
Armbruster Capital Management
New York
+$537K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$471K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$399K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.41M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.2M
3
Wells Fargo
Wells Fargo
California
-$1.66M
4
SPC
Sigma Planning Corp
Michigan
-$456K
5
Citadel Advisors
Citadel Advisors
Florida
-$292K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$25.8M – – –
LPL Financial
2
LPL Financial
California
$7.07M +$1.97M +54,462 +39%
Wells Fargo
3
Wells Fargo
California
$5.05M -$1.66M -45,920 -25%
Morgan Stanley
4
Morgan Stanley
New York
$4.71M -$6.41M -177,347 -58%
ACM
5
Armbruster Capital Management
New York
$4.09M +$537K +14,871 +15%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.26M -$109K -3,007 -5%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.81M +$1.44M +39,818 +385%
TWM
8
Tolleson Wealth Management
Texas
$1.18M – – –
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.03M -$2.2M -60,985 -68%
Bank of America
10
Bank of America
North Carolina
$1.03M +$22.6K +626 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$972K +$471K +13,037 +94%
IWM
12
IHT Wealth Management
Illinois
$936K +$73.3K +2,029 +9%
IFWM
13
Institute for Wealth Management
Colorado
$876K -$1.08K -30 -0.1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$797K +$60.6K +1,676 +8%
RJA
15
Raymond James & Associates
Florida
$722K +$21.9K +606 +3%
MML Investors Services
16
MML Investors Services
Massachusetts
$423K +$115K +3,177 +37%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$399K +$399K +11,031 New
SWM
18
Sculati Wealth Management
Michigan
$364K +$364K +10,067 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$332K -$27.2K -753 -8%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$331K +$46K +1,271 +16%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$265K -$16.4K -455 -6%
TRCT
22
Tower Research Capital (TRC)
New York
$261K +$261K +7,233 New
CAN
23
Cetera Advisor Networks
California
$257K -$256K -7,088 -50%
Citigroup
24
Citigroup
New York
$247K +$4.13K +114 +2%
WWM
25
Western Wealth Management
Colorado
$210K +$210K +5,816 New
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