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

91 hedge funds and large institutions have $241M invested in Invesco S&P SmallCap Value with Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+25
Holders Change %
+37.88%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
34
Increased
30
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21M
2
LPL Financial
2
LPL Financial
California
$34.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$13.4M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$11.2M
5
MCM
5
Mainstay Capital Management
Michigan
$8.17M

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$2.12M
2
CCC
2
Crescent Capital Consulting
Louisiana
$1.96M
3
OMC
3
Old Mission Capital
Illinois
$1.03M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
26
Curtis Advisory Group
California
$1.54M +$1.54M +28,622 New
Osaic Holdings
27
Osaic Holdings
Arizona
$1.39M +$668K +12,399 +92%
AI
28
Atria Investments
North Carolina
$1.22M -$112K -2,087 -8%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.22M +$560K +10,395 +85%
Jane Street
30
Jane Street
New York
$1.13M +$1.13M +21,004 New
BAM
31
Belpointe Asset Management
Nevada
$1.11M +$98.7K +1,830 +10%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.1M +$1.1M +20,361 New
AWM
33
Aspire Wealth Management
Massachusetts
$1.03M +$1.03M +19,156 New
OMC
34
Old Mission Capital
Illinois
$1.03M -$781K -14,481 -43%
ACS
35
Archford Capital Strategies
Illinois
$1.02M -$4.1K -76 -0.4%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$937K +$937K +17,380 New
MML Investors Services
37
MML Investors Services
Massachusetts
$915K +$472K +8,760 +106%
Citigroup
38
Citigroup
New York
$814K +$67.3K +1,249 +9%
CAN
39
Cetera Advisor Networks
California
$785K +$218K +4,037 +38%
CA
40
Cetera Advisors
Colorado
$780K +$780K +14,480 New
IWM
41
IHT Wealth Management
Illinois
$738K +$441K +8,182 +148%
Stifel Financial
42
Stifel Financial
Missouri
$705K +$705K +13,071 New
AAS
43
Ameritas Advisory Services
Nebraska
$691K +$691K +12,816 New
HGERS
44
Householder Group Estate & Retirement Specialist
Arizona
$631K +$631K +11,707 New
LAS
45
LWM Advisory Services
Florida
$588K +$588K +10,902 New
Renaissance Technologies
46
Renaissance Technologies
New York
$560K +$205K +3,800 +58%
Creative Planning
47
Creative Planning
Kansas
$544K -$13.1K -244 -2%
SWP
48
Stratos Wealth Partners
Ohio
$534K +$534K +9,913 New
IFWM
49
Institute for Wealth Management
Colorado
$525K – – –
SWM
50
Silverlake Wealth Management
Vermont
$497K +$497K +9,218 New
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2
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