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Invesco S&P SmallCap Momentum ETF
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Overview Fund Activity

201 hedge funds and large institutions have $983M invested in Invesco S&P SmallCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 30 reducing their positions, and 17 closing their positions.

Holders
201
Holders Change
+29
Holders Change %
+16.86%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
50
Increased
99
Reduced
30
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$68.2M
2
LPL Financial
2
LPL Financial
California
$119M
3
Raymond James Financial
3
Raymond James Financial
Florida
$30.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$54.7M
5
Bank of America
5
Bank of America
North Carolina
$26.2M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$0
2
FIS
2
Fischer Investment Strategies
California
$0
3
PFT
3
Providence First Trust
Arizona
$969K
4
CRWM
4
Castle Rock Wealth Management
California
$0
5
APSPRSPT
5
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$119M 1,794,668 +524,443 +41%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$88.6M 1,340,492 +110,899 +9%
Osaic Holdings
3
Osaic Holdings
Arizona
$83.5M 1,246,049 +49,171 +4%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$68.2M 1,032,219 +934,757 +959%
Morgan Stanley
5
Morgan Stanley
New York
$54.7M 827,073 +390,802 +90%
Wells Fargo
6
Wells Fargo
California
$42.1M 636,714 +236,970 +59%
SPIA
7
Steward Partners Investment Advisory
New York
$32.2M 487,300 +6,037 +1%
Raymond James Financial
8
Raymond James Financial
Florida
$30.7M 463,735 +463,735 New
Bank of America
9
Bank of America
North Carolina
$26.2M 396,771 +284,149 +252%
AWM
10
Apollon Wealth Management
South Carolina
$18.3M 276,895 +20,336 +8%
MFG
11
Marmo Financial Group
Tennessee
$17.3M 262,311 -6,302 -2%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$16.7M 252,457 +90,901 +56%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$15.7M 237,115 +27,797 +13%
Stifel Financial
14
Stifel Financial
Missouri
$13.6M 205,568 -2,124 -1%
FFN
15
Focus Financial Network
Minnesota
$13.5M 203,782 -1,194 -0.6%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$11.9M 179,580 +86,967 +94%
ACM
17
Armbruster Capital Management
New York
$11.5M 173,993 +422 +0.2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$9.98M 150,914 +25,587 +20%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$9.46M 143,087 +1,838 +1%
Citigroup
20
Citigroup
New York
$9.38M 141,811 +8,734 +7%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$8.89M 134,500 +51,332 +62%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$8.49M 128,346 +106,415 +485%
SL
23
Systelligence LLC
Minnesota
$8.18M 123,801 +12,786 +12%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$7.81M 118,081 +8,906 +8%
NIA
25
NBZ Investment Advisors
Tennessee
$7.35M 111,229 +111,229 New
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