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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

63 hedge funds and large institutions have $88.5M invested in Invesco S&P SmallCap Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
20
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$8.84M
2
LPL Financial
2
LPL Financial
California
$22.6M
3
AWM
3
AE Wealth Management
Kansas
$2.03M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.33M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.56M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.73M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.08M
3
FAIM
3
Financial Advocates Investment Management
Washington
$561K
4
SEP
4
Southland Equity Partners
Missouri
$0
5
SPC
5
Sigma Planning Corp
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$22.6M 479,579 +123,435 +35%
MFG
2
Merit Financial Group
Georgia
$8.84M 187,391 +187,391 New
Morgan Stanley
3
Morgan Stanley
New York
$8.33M 176,665 +37,600 +27%
ACM
4
Armbruster Capital Management
New York
$7.37M 156,405 +5,159 +3%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$6.84M 141,646 +5,759 +4%
Wells Fargo
6
Wells Fargo
California
$6.73M 142,785 -25,940 -15%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.68M 56,738 +9,332 +20%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.17M 46,050 +6,041 +15%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.08M 44,101 -19,921 -31%
AWM
10
AE Wealth Management
Kansas
$2.03M 43,037 +43,037 New
TC
11
Titleist Capital
Texas
$1.8M 38,174 +4,685 +14%
Bank of America
12
Bank of America
North Carolina
$1.61M 34,224 +2,566 +8%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.56M 33,135 +23,500 +244%
TWM
14
Tolleson Wealth Management
Texas
$1.39M 29,468 – –
RJA
15
Raymond James & Associates
Florida
$1.33M 28,302 +3,801 +16%
SWM
16
Sculati Wealth Management
Michigan
$1.07M 22,587 +491 +2%
IFWM
17
Institute for Wealth Management
Colorado
$1.01M 21,391 – –
LWM
18
Lodestone Wealth Management
Washington
$979K 20,765 +20,765 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$714K 15,147 +206 +1%
Citadel Advisors
20
Citadel Advisors
Florida
$700K 14,848 -1,533 -9%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$669K 14,182 -242 -2%
MTWM
22
Masso Torrence Wealth Management
New Jersey
$619K 13,136 +13,136 New
FAIM
23
Financial Advocates Investment Management
Washington
$561K 11,903 -10,048 -46%
HighTower Advisors
24
HighTower Advisors
Illinois
$539K 11,407 +11,407 New
EFL
25
ERn Financial LLC
Wisconsin
$418K 8,865 -2 -0%
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