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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

106 hedge funds and large institutions have $322M invested in Invesco S&P SmallCap Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
106
Holders Change
+16
Holders Change %
+17.78%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
48
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$68.8M
2
Stifel Financial
2
Stifel Financial
Missouri
$10.3M
3
MWM
3
Meridian Wealth Management
Kentucky
$6.27M
4
Truist Financial
4
Truist Financial
North Carolina
$5.15M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.74M

Top Sellers

1
AT
1
American Trust
Kentucky
$0
2
TF
2
Theory Financial
Colorado
$3.23M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
SL
4
Systelligence LLC
Minnesota
$7.68M
5
Wells Fargo
5
Wells Fargo
California
$17.4M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$68.8M 1,145,893 +242,783 +27%
SPIA
2
Steward Partners Investment Advisory
New York
$25.6M 425,753 +18,244 +4%
Wells Fargo
3
Wells Fargo
California
$17.4M 289,546 -3,755 -1%
FFN
4
Focus Financial Network
Minnesota
$13.1M 200,950 +905 +0.5%
Morgan Stanley
5
Morgan Stanley
New York
$12.5M 207,502 +21,471 +12%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$11.8M 196,737 +25,515 +15%
ACM
7
Armbruster Capital Management
New York
$10.8M 179,100 +10,436 +6%
Stifel Financial
8
Stifel Financial
Missouri
$10.3M 171,457 +165,030 +2,568%
SL
9
Systelligence LLC
Minnesota
$7.68M 127,965 -7,371 -5%
Citigroup
10
Citigroup
New York
$7.54M 125,531 +31,415 +33%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$7.26M 120,821 +3,061 +3%
MFG
12
Marmo Financial Group
Tennessee
$6.74M 112,191 -2,886 -3%
MWM
13
Meridian Wealth Management
Kentucky
$6.27M 104,460 +104,460 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.99M 99,684 +14,997 +18%
Truist Financial
15
Truist Financial
North Carolina
$5.15M 85,714 +85,714 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$5.07M 84,450 +1,383 +2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$5.05M 84,117 +28,187 +50%
PAG
18
Private Advisor Group
New Jersey
$4.92M 81,968 +29,188 +55%
PWM
19
Provident Wealth Management
Tennessee
$4.87M 81,033 +7,586 +10%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$4.74M 78,964 +59,942 +315%
RJA
21
Raymond James & Associates
Florida
$4.64M 77,338 +12,690 +20%
Osaic Holdings
22
Osaic Holdings
Arizona
$4.57M 76,130 +17,271 +29%
SMC
23
Smith, Moore & Co
Missouri
$4M 66,677 -315 -0.5%
TAM
24
Titleist Asset Management
Texas
$3.83M 63,708 +3,776 +6%
Bank of America
25
Bank of America
North Carolina
$3.53M 58,792 +6,406 +12%
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