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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

57 hedge funds and large institutions have $100M invested in Invesco S&P SmallCap Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
57
Holders Change
+8
Holders Change %
+16.33%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
22
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$16.2M
2
MCM
2
Mainstay Capital Management
Michigan
$10.7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.42M
4
LPL Financial
4
LPL Financial
California
$12.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.58M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$995K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$254K
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$247K
4
UBS Group
4
UBS Group
Switzerland
$0
5
ADL
5
Asset Dedication LLC
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$16.2M 287,489 +287,489 New
LPL Financial
2
LPL Financial
California
$12.2M 216,233 +18,673 +9%
MCM
3
Mainstay Capital Management
Michigan
$10.7M 189,072 +189,072 New
Morgan Stanley
4
Morgan Stanley
New York
$9.58M 169,768 +17,827 +12%
Wells Fargo
5
Wells Fargo
California
$9.16M 162,347 +1,886 +1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$7.42M 131,418 +99,249 +309%
ACM
7
Armbruster Capital Management
New York
$6.42M 113,814 +6,296 +6%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$5.39M 106,168 +3,675 +4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.8M 49,546 +1,691 +4%
Bank of America
10
Bank of America
North Carolina
$1.94M 34,309 +7,749 +29%
TWM
11
Tolleson Wealth Management
Texas
$1.66M 29,468 – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.46M 25,957 +1,028 +4%
IFWM
13
Institute for Wealth Management
Colorado
$1.19M 21,003 – –
SWM
14
Sculati Wealth Management
Michigan
$1.15M 20,352 +1,182 +6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.13M 20,102 +374 +2%
PAG
16
Private Advisor Group
New Jersey
$1.11M 19,669 +312 +2%
RJA
17
Raymond James & Associates
Florida
$1.03M 18,234 +108 +0.6%
NA
18
NewEdge Advisors
Louisiana
$1.02M 18,104 +1,286 +8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$995K 17,622 -7,538 -30%
SEP
20
Southland Equity Partners
Missouri
$755K 13,373 -1,448 -10%
MML Investors Services
21
MML Investors Services
Massachusetts
$715K 12,665 -151 -1%
Osaic Holdings
22
Osaic Holdings
Arizona
$592K 10,497 +126 +1%
TRCT
23
Tower Research Capital (TRC)
New York
$554K 9,822 +4,945 +101%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$528K 9,364 +274 +3%
Truist Financial
25
Truist Financial
North Carolina
$430K 7,620 +7,620 New
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