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Invesco S&P SmallCap Momentum ETF

47 hedge funds and large institutions have $87.1M invested in Invesco S&P SmallCap Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
16
Closed
8
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
LPL Financial
2
LPL Financial
California
$10M -$1.32M -24,085 -12%
Wells Fargo
3
Wells Fargo
California
$8.57M -$141K -2,582 -2%
Morgan Stanley
4
Morgan Stanley
New York
$8.06M +$79.1K +1,445 +1%
ACM
5
Armbruster Capital Management
New York
$5.42M -$174K -3,175 -3%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$4.84M +$159K +3,119 +3%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.61M +$171K +3,127 +7%
TWM
8
Tolleson Wealth Management
Texas
$1.79M
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.68M +$41.6K +760 +3%
Bank of America
10
Bank of America
North Carolina
$1.54M -$7.3M -133,318 -83%
RJA
11
Raymond James & Associates
Florida
$1.4M -$584K -10,674 -30%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.36M -$6.51K -119 -0.5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.33M +$428K +7,823 +48%
IFWM
14
Institute for Wealth Management
Colorado
$1.15M
MML Investors Services
15
MML Investors Services
Massachusetts
$1.12M +$433K +7,914 +63%
Citadel Advisors
16
Citadel Advisors
Florida
$1.08M +$1.08M +19,671 New
SWM
17
Sculati Wealth Management
Michigan
$1.01M +$45.9K +839 +5%
PAG
18
Private Advisor Group
New Jersey
$975K +$975K +17,819 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$956K -$1.11M -20,325 -54%
NA
20
NewEdge Advisors
Louisiana
$941K +$941K +17,201 New
SEP
21
Southland Equity Partners
Missouri
$809K +$124K +2,257 +18%
SPC
22
Sigma Planning Corp
Michigan
$611K -$47.1K -861 -7%
Osaic Holdings
23
Osaic Holdings
Arizona
$564K +$2.96K +54 +0.5%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$486K -$30.8K -562 -6%
VAS
25
Vestmark Advisory Solutions
Massachusetts
$375K -$56.9K -1,041 -13%