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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

66 hedge funds and large institutions have $105M invested in Invesco S&P SmallCap Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
27
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Marmo Financial Group
Tennessee
$4.88M
2
Stifel Financial
2
Stifel Financial
Missouri
$5.12M
3
AT
3
American Trust
Kentucky
$2.95M
4
SL
4
Systelligence LLC
Minnesota
$2.46M
5
TAM
5
Titleist Asset Management
Texas
$1.96M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$5.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$0
4
Wells Fargo
4
Wells Fargo
California
$6.09M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.19M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$23M 495,895 +16,316 +3%
MFG
2
Merit Financial Group
Georgia
$9.51M 205,281 +17,890 +10%
Morgan Stanley
3
Morgan Stanley
New York
$8.45M 182,479 +5,814 +3%
ACM
4
Armbruster Capital Management
New York
$7.37M 159,180 +2,775 +2%
Wells Fargo
5
Wells Fargo
California
$6.09M 131,508 -11,277 -8%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$5.7M 122,985 -18,661 -13%
Stifel Financial
7
Stifel Financial
Missouri
$5.12M 110,613 +104,001 +1,573%
MFG
8
Marmo Financial Group
Tennessee
$4.88M 105,312 +105,312 New
AT
9
American Trust
Kentucky
$2.95M 16,544 +16,544 New
SL
10
Systelligence LLC
Minnesota
$2.46M 53,057 +53,057 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.19M 47,238 -9,500 -17%
TAM
12
Titleist Asset Management
Texas
$1.96M 42,253 +42,253 New
Bank of America
13
Bank of America
North Carolina
$1.9M 40,934 +6,710 +20%
AI
14
Atria Investments
North Carolina
$1.89M 40,785 +40,785 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.87M 40,321 -3,780 -9%
AWM
16
AE Wealth Management
Kansas
$1.71M 36,868 -6,169 -14%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.51M 32,807 -328 -1%
PAG
18
Private Advisor Group
New Jersey
$1.5M 32,333 +751 +2%
TWM
19
Tolleson Wealth Management
Texas
$1.37M 29,468 – –
RJA
20
Raymond James & Associates
Florida
$1.36M 29,362 +1,060 +4%
SWM
21
Sculati Wealth Management
Michigan
$1.14M 24,645 +2,058 +9%
IFWM
22
Institute for Wealth Management
Colorado
$991K 21,391 – –
LWM
23
Lodestone Wealth Management
Washington
$986K 21,288 +523 +3%
FAIM
24
Financial Advocates Investment Management
Washington
$842K 18,178 +6,275 +53%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$707K 15,271 +124 +0.8%
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