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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

58 hedge funds and large institutions have $59.7M invested in Invesco S&P SmallCap Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 12 closing their positions.

Holders
58
Holders Change
-6
Holders Change %
-9.38%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$14M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$5.86M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.53M
4
ACM
4
Armbruster Capital Management
New York
$5.99M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.03M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.56M
2
GM
2
GeoWealth Management
Illinois
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
WWM
4
Western Wealth Management
Colorado
$0
5
IF
5
Intrua Financial
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$14M 319,034 +60,642 +23%
Wells Fargo
2
Wells Fargo
California
$7.26M 165,433 -3,580 -2%
Morgan Stanley
3
Morgan Stanley
New York
$6.03M 137,392 +9,603 +8%
ACM
4
Armbruster Capital Management
New York
$5.99M 136,518 +15,777 +13%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$5.86M 132,135 +18,723 +17%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.56M 58,320 -23,958 -29%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.56M 58,242 +3,113 +6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.53M 34,747 +17,281 +99%
Bank of America
9
Bank of America
North Carolina
$1.42M 32,390 -1,419 -4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.39M 31,568 +1,260 +4%
TWM
11
Tolleson Wealth Management
Texas
$1.29M 29,468 – –
PAG
12
Private Advisor Group
New Jersey
$1.2M 27,234 +2,303 +9%
RJA
13
Raymond James & Associates
Florida
$1.07M 24,306 +6,818 +39%
SWM
14
Sculati Wealth Management
Michigan
$962K 21,921 +764 +4%
IFWM
15
Institute for Wealth Management
Colorado
$921K 20,978 -25 -0.1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$806K 18,359 +792 +5%
TRCT
17
Tower Research Capital (TRC)
New York
$481K 10,966 +8,687 +381%
Osaic Holdings
18
Osaic Holdings
Arizona
$475K 10,814 +424 +4%
SEP
19
Southland Equity Partners
Missouri
$445K 10,139 -546 -5%
SPC
20
Sigma Planning Corp
Michigan
$398K 9,079 +2,695 +42%
EFL
21
ERn Financial LLC
Wisconsin
$377K 8,584 +2,315 +37%
MML Investors Services
22
MML Investors Services
Massachusetts
$321K 7,326 -2,472 -25%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$319K 7,279 -383 -5%
VAS
24
Vestmark Advisory Solutions
Massachusetts
$318K 7,253 -146 -2%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$270K 6,030 -3,339 -36%
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