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Invesco S&P SmallCap Value with Momentum ETF
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Overview Fund Activity

63 hedge funds and large institutions have $172M invested in Invesco S&P SmallCap Value with Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+11
Holders Change %
+21.15%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
25
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
1
Portfolio Strategies
New York
$33.4M
2
Bank of America
2
Bank of America
North Carolina
$27.6M
3
Ameriprise
3
Ameriprise
Minnesota
$11.7M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.02M
5
CCC
5
Crescent Capital Consulting
Louisiana
$3.89M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.47M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$2.02M
3
PFS
3
Prospera Financial Services
Texas
$0
4
BRWA
4
B. Riley Wealth Advisors
Florida
$0
5
CFA
5
Carroll Financial Associates
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.43M +$1.1M +21,774 +345%
OMC
27
Old Mission Capital
Illinois
$1.32M +$1.32M +25,932 New
TRCT
28
Tower Research Capital (TRC)
New York
$1.23M +$1.23M +24,319 New
GIA
29
Gladstone Institutional Advisory
Florida
$895K +$895K +17,638 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$655K +$655K +12,908 New
Citigroup
31
Citigroup
New York
$649K -$19.8K -391 -3%
KWM
32
Kingsview Wealth Management
Oregon
$626K +$626K +12,211 New
Creative Planning
33
Creative Planning
Kansas
$510K -$5.03K -99 -1%
IFWM
34
Institute for Wealth Management
Colorado
$494K – – –
CAN
35
Cetera Advisor Networks
California
$469K +$154K +3,034 +49%
ACM
36
Armbruster Capital Management
New York
$461K – – –
EP
37
Eudaimonia Partners
Tennessee
$452K +$447K +8,817 +8,644%
PA
38
Parallel Advisors
California
$374K – – –
CW
39
CreativeOne Wealth
Kansas
$362K +$362K +7,137 New
PCM
40
Penserra Capital Management
California
$227K +$227K +4,488 New
EAM
41
Evanson Asset Management
California
$226K – – –
UWPG
42
Ullmann Wealth Partners Group
Florida
$209K – – –
PMG
43
ProVise Management Group
Florida
$200K +$200K +3,937 New
CWC
44
Carolinas Wealth Consulting
North Carolina
$144K +$355 +7 +0.2%
JCM
45
Jacobi Capital Management
Pennsylvania
$143K +$15.4K +302 +12%
OIA
46
Optimum Investment Advisors
Illinois
$127K – – –
BFEC
47
Benjamin F. Edwards & Company
Missouri
$123K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$83K – – –
CFD
49
Creative Financial Designs
Indiana
$73K +$73K +1,437 New
UBS Group
50
UBS Group
Switzerland
$56K +$56K +1,107 New
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