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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

43 hedge funds and large institutions have $80.2M invested in Invesco S&P SmallCap Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+3
Holders Change %
+7.5%
% 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
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$765K
2
LPL Financial
LPL Financial
California
+$564K
3
AWA
Arete Wealth Advisors
Illinois
+$564K
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$286K
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$211K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.15M
2
IWM
IHT Wealth Management
Illinois
-$859K
3
Morgan Stanley
Morgan Stanley
New York
-$630K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$615K
5
Citadel Advisors
Citadel Advisors
Florida
-$398K
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
$10M +$564K +11,888 +6%
Bank of America
3
Bank of America
North Carolina
$7.77M -$95.3K -2,008 -1%
Morgan Stanley
4
Morgan Stanley
New York
$7.45M -$630K -13,278 -8%
Wells Fargo
5
Wells Fargo
California
$6.83M +$141K +2,966 +2%
ACM
6
Armbruster Capital Management
New York
$5.19M -$300K -6,325 -5%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.13M -$395K -8,323 -16%
TWM
8
Tolleson Wealth Management
Texas
$1.56M – – –
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.32M +$765K +16,114 +137%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.29M -$615K -12,945 -32%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.17M +$61.7K +1,300 +6%
IFWM
12
Institute for Wealth Management
Colorado
$1.1M -$47.5K -1,000 -4%
RJA
13
Raymond James & Associates
Florida
$1.09M -$43.8K -923 -4%
SWM
14
Sculati Wealth Management
Michigan
$841K +$80.9K +1,704 +11%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$767K +$25.6K +540 +3%
MML Investors Services
16
MML Investors Services
Massachusetts
$658K -$13.3K -280 -2%
AWA
17
Arete Wealth Advisors
Illinois
$564K +$564K +11,897 New
SEP
18
Southland Equity Partners
Missouri
$531K +$531K +11,177 New
Osaic Holdings
19
Osaic Holdings
Arizona
$493K +$14.4K +303 +3%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$431K +$36.8K +776 +9%
SIA
21
SkyView Investment Advisors
New Jersey
$421K +$421K +8,860 New
CAN
22
Cetera Advisor Networks
California
$359K – – –
Citigroup
23
Citigroup
New York
$288K +$4.61K +97 +2%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$286K -$29.6K -623 -9%
VAS
25
Vestmark Advisory Solutions
Massachusetts
$286K +$286K +6,030 New
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