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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

78 hedge funds and large institutions have $182M invested in Invesco S&P SmallCap Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
78
Holders Change
+15
Holders Change %
+23.81%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
31
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.8M
2
LPL Financial
2
LPL Financial
California
$39.9M
3
Wells Fargo
3
Wells Fargo
California
$15.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.45M
5
TF
5
Theory Financial
Colorado
$4.02M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$7.69M
2
VF
2
Virtu Financial
New York
$0
3
MTWM
3
Masso Torrence Wealth Management
New Jersey
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
MFG
5
Marmo Financial Group
Tennessee
$6.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$39.9M 703,449 +207,023 +42%
Morgan Stanley
2
Morgan Stanley
New York
$23.8M 419,830 +239,312 +133%
Wells Fargo
3
Wells Fargo
California
$15.8M 278,586 +128,780 +86%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$10M 177,356 +26,191 +17%
ACM
5
Armbruster Capital Management
New York
$9.63M 169,930 +2,514 +2%
SL
6
Systelligence LLC
Minnesota
$7.69M 135,747 -28,240 -17%
MFG
7
Marmo Financial Group
Tennessee
$6.5M 114,578 -4,099 -3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.45M 96,256 +71,208 +284%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.27M 75,347 +7,768 +11%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$4.27M 75,293 +68,862 +1,071%
TF
11
Theory Financial
Colorado
$4.02M 70,907 +70,907 New
SMC
12
Smith, Moore & Co
Missouri
$4.01M 70,796 +70,796 New
RJA
13
Raymond James & Associates
Florida
$3.28M 57,964 +38,971 +205%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.13M 55,241 +16,624 +43%
PAG
15
Private Advisor Group
New Jersey
$2.63M 46,498 +15,471 +50%
TAM
16
Titleist Asset Management
Texas
$2.62M 46,239 +535 +1%
Bank of America
17
Bank of America
North Carolina
$2.56M 45,200 +5,822 +15%
PCIA
18
Prime Capital Investment Advisors
Kansas
$2.48M 43,815 -140 -0.3%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.37M 41,791 +6,334 +18%
SWM
20
Sculati Wealth Management
Michigan
$1.73M 30,596 +1,066 +4%
TWM
21
Tolleson Wealth Management
Texas
$1.67M 29,468 – –
MFG
22
Merit Financial Group
Georgia
$1.4M 24,704 +318 +1%
LWM
23
Lodestone Wealth Management
Washington
$1.3M 22,899 +182 +0.8%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.26M 22,167 +15,464 +231%
IFWM
25
Institute for Wealth Management
Colorado
$1.21M 21,391 – –
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