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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

40 hedge funds and large institutions have $73.1M invested in Invesco S&P SmallCap Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.49M
2
Morgan Stanley
Morgan Stanley
New York
+$1.59M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$706K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$459K
5
Citadel Advisors
Citadel Advisors
Florida
+$398K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.6M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$382K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$257K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$144K
5
TRCT
Tower Research Capital (TRC)
New York
-$93.6K
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
$7.97M +$140K +3,497 +2%
Morgan Stanley
3
Morgan Stanley
New York
$6.81M +$1.59M +39,688 +30%
Bank of America
4
Bank of America
North Carolina
$6.63M +$5.49M +137,062 +479%
Wells Fargo
5
Wells Fargo
California
$5.64M +$47.7K +1,192 +0.9%
ACM
6
Armbruster Capital Management
New York
$4.63M +$96.1K +2,400 +2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.13M -$382K -9,549 -15%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.6M +$459K +11,467 +40%
TWM
9
Tolleson Wealth Management
Texas
$1.31M – – –
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.15M +$706K +17,650 +160%
IWM
11
IHT Wealth Management
Illinois
$1.08M +$47.3K +1,181 +5%
IFWM
12
Institute for Wealth Management
Colorado
$970K – – –
RJA
13
Raymond James & Associates
Florida
$956K +$157K +3,922 +20%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$932K -$144K -3,594 -13%
SWM
15
Sculati Wealth Management
Michigan
$640K +$237K +5,935 +59%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$625K -$257K -6,432 -29%
MML Investors Services
17
MML Investors Services
Massachusetts
$566K +$97K +2,423 +21%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$470K +$104K +2,591 +28%
Osaic Holdings
19
Osaic Holdings
Arizona
$404K -$1.6M -40,062 -80%
Citadel Advisors
20
Citadel Advisors
Florida
$398K +$398K +9,948 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$333K -$34.7K -867 -9%
CAN
22
Cetera Advisor Networks
California
$302K +$18.1K +452 +6%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$266K -$28.1K -701 -10%
Citigroup
24
Citigroup
New York
$239K -$34.3K -857 -13%
UWPG
25
Ullmann Wealth Partners Group
Florida
$231K – – –
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