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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

63 hedge funds and large institutions have $104M invested in Invesco S&P SmallCap Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
23
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Systelligence LLC
Minnesota
$7.95M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$7.33M
3
LPL Financial
3
LPL Financial
California
$24.1M
4
VF
4
Virtu Financial
New York
$662K
5
Comerica Bank
5
Comerica Bank
Texas
$604K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$325K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$123K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.22M
5
SPC
5
Sigma Planning Corp
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$24.1M 496,426 +17,642 +4%
Morgan Stanley
2
Morgan Stanley
New York
$8.76M 180,518 +3,522 +2%
ACM
3
Armbruster Capital Management
New York
$8.12M 167,416 +4,519 +3%
SL
4
Systelligence LLC
Minnesota
$7.95M 163,987 +163,987 New
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$7.33M 151,165 +33,251 +28%
Wells Fargo
6
Wells Fargo
California
$7.27M 149,806 +9,342 +7%
MFG
7
Marmo Financial Group
Tennessee
$5.76M 118,677 -571 -0.5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.28M 67,579 +3,001 +5%
TAM
9
Titleist Asset Management
Texas
$2.22M 45,704 +282 +0.6%
PCIA
10
Prime Capital Investment Advisors
Kansas
$2.13M 43,955 -99 -0.2%
Bank of America
11
Bank of America
North Carolina
$1.91M 39,378 -3,099 -7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.87M 38,617 -4,236 -10%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.72M 35,457 +7,028 +25%
PAG
14
Private Advisor Group
New Jersey
$1.51M 31,027 +2,077 +7%
SWM
15
Sculati Wealth Management
Michigan
$1.43M 29,530 +1,855 +7%
TWM
16
Tolleson Wealth Management
Texas
$1.43M 29,468 – –
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.22M 25,048 -8,319 -25%
MFG
18
Merit Financial Group
Georgia
$1.18M 24,386 -3,763 -13%
LWM
19
Lodestone Wealth Management
Washington
$1.1M 22,717 -1,276 -5%
IFWM
20
Institute for Wealth Management
Colorado
$1.04M 21,391 – –
RJA
21
Raymond James & Associates
Florida
$921K 18,993 +348 +2%
AT
22
American Trust
Kentucky
$816K 16,824 +246 +1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$701K 14,450 -2,312 -14%
AC
24
Anson Capital
Georgia
$666K 13,724 +1,194 +10%
VF
25
Virtu Financial
New York
$662K 13,652 +13,652 New
1
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