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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

64 hedge funds and large institutions have $67.1M invested in Invesco S&P SmallCap Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
14
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$13.4M
2
GM
2
GeoWealth Management
Illinois
$1.02M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$5.88M
4
ACM
4
Armbruster Capital Management
New York
$6.27M
5
Wells Fargo
5
Wells Fargo
California
$8.78M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$398K
2
MCM
2
Mainstay Capital Management
Michigan
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.27M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.64M
5
NA
5
NewEdge Advisors
Louisiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$13.4M 258,392 +42,159 +19%
Wells Fargo
2
Wells Fargo
California
$8.78M 169,013 +6,666 +4%
Morgan Stanley
3
Morgan Stanley
New York
$6.64M 127,789 -41,979 -25%
ACM
4
Armbruster Capital Management
New York
$6.27M 120,741 +6,927 +6%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$5.88M 113,412 +7,244 +7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.27M 82,278 -49,140 -37%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.86M 55,129 +5,583 +11%
Bank of America
8
Bank of America
North Carolina
$1.76M 33,809 -500 -1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.57M 30,308 +4,351 +17%
TWM
10
Tolleson Wealth Management
Texas
$1.53M 29,468 – –
PAG
11
Private Advisor Group
New Jersey
$1.3M 24,931 +5,262 +27%
SWM
12
Sculati Wealth Management
Michigan
$1.1M 21,157 +805 +4%
IFWM
13
Institute for Wealth Management
Colorado
$1.09M 21,003 – –
GM
14
GeoWealth Management
Illinois
$1.02M 19,648 +19,648 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$912K 17,567 -2,535 -13%
RJA
16
Raymond James & Associates
Florida
$908K 17,488 -746 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$907K 17,466 -156 -0.9%
SEP
18
Southland Equity Partners
Missouri
$555K 10,685 -2,688 -20%
Osaic Holdings
19
Osaic Holdings
Arizona
$539K 10,390 -107 -1%
MML Investors Services
20
MML Investors Services
Massachusetts
$509K 9,798 -2,867 -23%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$487K 9,369 +5 +0.1%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$398K 7,662 -279,827 -97%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$390K 7,500 +2,998 +67%
VAS
24
Vestmark Advisory Solutions
Massachusetts
$384K 7,399 -205 -3%
WWM
25
Western Wealth Management
Colorado
$334K 6,418 +2,610 +69%
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