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Invesco S&P SmallCap Momentum ETF
XSMO

Overview Fund Activity

172 hedge funds and large institutions have $736M invested in Invesco S&P SmallCap Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 65 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
172
Holders Change
+66
Holders Change %
+62.26%
% of All Funds
2.49%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
74
Increased
65
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$81.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$80.4M
3
MCM
3
Mainstay Capital Management
Michigan
$46.4M
4
AWM
4
Apollon Wealth Management
South Carolina
$17M
5
Morgan Stanley
5
Morgan Stanley
New York
$28.9M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$7.35M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.45M
3
VF
3
Virtu Financial
New York
$0
4
MFG
4
Merit Financial Group
Georgia
$1.51M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$430K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$84.1M 1,270,225 +124,332 +11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$81.4M 1,229,593 +1,207,206 +5,392%
Osaic Holdings
3
Osaic Holdings
Arizona
$80.4M 1,196,878 +1,120,748 +1,472%
MCM
4
Mainstay Capital Management
Michigan
$46.4M 701,149 +701,149 New
SPIA
5
Steward Partners Investment Advisory
New York
$31.9M 481,263 +55,510 +13%
Morgan Stanley
6
Morgan Stanley
New York
$28.9M 436,271 +228,769 +110%
Wells Fargo
7
Wells Fargo
California
$26.5M 399,744 +110,198 +38%
MFG
8
Marmo Financial Group
Tennessee
$17.8M 268,613 +156,422 +139%
AWM
9
Apollon Wealth Management
South Carolina
$17M 256,559 +256,559 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$15.6M 235,260 +151,143 +180%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$13.9M 209,318 +12,581 +6%
Stifel Financial
12
Stifel Financial
Missouri
$13.7M 207,692 +36,235 +21%
FFN
13
Focus Financial Network
Minnesota
$13.6M 204,976 +4,026 +2%
ACM
14
Armbruster Capital Management
New York
$11.5M 173,571 -5,529 -3%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$10.7M 161,556 +138,037 +587%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$9.35M 141,249 +20,428 +17%
Citigroup
17
Citigroup
New York
$8.81M 133,077 +7,546 +6%
RJA
18
Raymond James & Associates
Florida
$8.32M 125,724 +48,386 +63%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$8.3M 125,327 +25,643 +26%
Bank of America
20
Bank of America
North Carolina
$7.45M 112,622 +53,830 +92%
SL
21
Systelligence LLC
Minnesota
$7.35M 111,015 -16,950 -13%
MWM
22
Meridian Wealth Management
Kentucky
$7.25M 109,567 +5,107 +5%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$7.23M 109,175 +24,725 +29%
Truist Financial
24
Truist Financial
North Carolina
$6.49M 98,075 +12,361 +14%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$6.45M 97,462 +18,498 +23%
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