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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

90 hedge funds and large institutions have $248M invested in Invesco S&P SmallCap Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
90
Holders Change
+12
Holders Change %
+15.38%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
38
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
1
Steward Partners Investment Advisory
New York
$24.6M
2
LPL Financial
2
LPL Financial
California
$54.5M
3
FFN
3
Focus Financial Network
Minnesota
$11.2M
4
Citigroup
4
Citigroup
New York
$5.68M
5
PWM
5
Provident Wealth Management
Tennessee
$4.43M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
AI
3
Atria Investments
North Carolina
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$354K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$54.5M 903,110 +199,661 +28%
SPIA
2
Steward Partners Investment Advisory
New York
$24.6M 407,509 +407,389 +339,491%
Wells Fargo
3
Wells Fargo
California
$17.7M 293,301 +14,715 +5%
FFN
4
Focus Financial Network
Minnesota
$11.2M 200,045 +200,045 New
Morgan Stanley
5
Morgan Stanley
New York
$11.2M 186,031 -233,799 -56%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$10.3M 171,222 -6,134 -3%
ACM
7
Armbruster Capital Management
New York
$10.2M 168,664 -1,266 -0.7%
SL
8
Systelligence LLC
Minnesota
$8.16M 135,336 -411 -0.3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$7.1M 117,760 +21,504 +22%
MFG
10
Marmo Financial Group
Tennessee
$6.94M 115,077 +499 +0.4%
Citigroup
11
Citigroup
New York
$5.68M 94,116 +86,155 +1,082%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.11M 84,687 +9,340 +12%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$5.01M 83,067 +7,774 +10%
PWM
14
Provident Wealth Management
Tennessee
$4.43M 73,447 +73,447 New
TF
15
Theory Financial
Colorado
$4.07M 67,402 -3,505 -5%
SMC
16
Smith, Moore & Co
Missouri
$4.04M 66,992 -3,804 -5%
RJA
17
Raymond James & Associates
Florida
$3.9M 64,648 +6,684 +12%
TAM
18
Titleist Asset Management
Texas
$3.62M 59,932 +13,693 +30%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.52M 58,859 +17,068 +41%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.37M 55,930 +689 +1%
PAG
21
Private Advisor Group
New Jersey
$3.18M 52,780 +6,282 +14%
Bank of America
22
Bank of America
North Carolina
$3.16M 52,386 +7,186 +16%
PCIA
23
Prime Capital Investment Advisors
Kansas
$2.58M 42,853 -962 -2%
MFG
24
Merit Financial Group
Georgia
$1.86M 31,210 +6,506 +26%
SWM
25
Sculati Wealth Management
Michigan
$1.83M 30,274 -322 -1%
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