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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

64 hedge funds and large institutions have $95.2M invested in Invesco S&P SmallCap Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
26
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIA
1
Prime Capital Investment Advisors
Kansas
$2.14M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$954K
4
MFG
4
Marmo Financial Group
Tennessee
$5.78M
5
Wells Fargo
5
Wells Fargo
California
$6.81M

Top Sellers

1
MFG
1
Merit Financial Group
Georgia
$1.36M
2
Stifel Financial
2
Stifel Financial
Missouri
$0
3
SL
3
Systelligence LLC
Minnesota
$0
4
AI
4
Atria Investments
North Carolina
$0
5
AWM
5
AE Wealth Management
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$23.2M 478,784 -17,111 -3%
Morgan Stanley
2
Morgan Stanley
New York
$8.58M 176,996 -5,483 -3%
ACM
3
Armbruster Capital Management
New York
$7.9M 162,897 +3,717 +2%
Wells Fargo
4
Wells Fargo
California
$6.81M 140,464 +8,956 +7%
MFG
5
Marmo Financial Group
Tennessee
$5.78M 119,248 +13,936 +13%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$5.72M 117,914 -5,071 -4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.13M 64,578 +4,016 +7%
TAM
8
Titleist Asset Management
Texas
$2.2M 45,422 +3,169 +8%
PCIA
9
Prime Capital Investment Advisors
Kansas
$2.14M 44,054 +44,054 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.08M 42,853 +2,532 +6%
Bank of America
11
Bank of America
North Carolina
$2.06M 42,477 +1,543 +4%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.8M 37,087 +25,187 +212%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.62M 33,367 -13,871 -29%
TWM
14
Tolleson Wealth Management
Texas
$1.43M 29,468 – –
PAG
15
Private Advisor Group
New Jersey
$1.4M 28,950 -3,383 -10%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.38M 28,429 -4,378 -13%
MFG
17
Merit Financial Group
Georgia
$1.36M 28,149 -177,132 -86%
SWM
18
Sculati Wealth Management
Michigan
$1.34M 27,675 +3,030 +12%
LWM
19
Lodestone Wealth Management
Washington
$1.16M 23,993 +2,705 +13%
IFWM
20
Institute for Wealth Management
Colorado
$1.04M 21,391 – –
Citadel Advisors
21
Citadel Advisors
Florida
$954K 19,686 +19,686 New
RJA
22
Raymond James & Associates
Florida
$904K 18,645 -10,717 -36%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$813K 16,762 +1,491 +10%
AT
24
American Trust
Kentucky
$804K 16,578 +34 +0.2%
MTWM
25
Masso Torrence Wealth Management
New Jersey
$682K 14,068 +773 +6%
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