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

108 hedge funds and large institutions have $367M invested in Invesco S&P SmallCap Value with Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+17
Holders Change %
+18.68%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
29
Increased
50
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$55.4M
2
Wells Fargo
2
Wells Fargo
California
$31.7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.7M
4
Ameriprise
4
Ameriprise
Minnesota
$24.8M
5
LPL Financial
5
LPL Financial
California
$42.2M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$0
2
MCM
2
Mainstay Capital Management
Michigan
$6.96M
3
Jane Street
3
Jane Street
New York
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
DSCM
5
Del-Sette Capital Management
New York
$6.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$2.34M +$1.81M +33,522 +338%
MA
27
MONECO Advisors
Connecticut
$2.34M +$616K +11,442 +36%
WWM
28
Western Wealth Management
Colorado
$2.12M +$2.12M +39,424 New
TAIM
29
TD Ameritrade Investment Management
Nebraska
$2.08M -$33.9K -629 -2%
SWM
30
Spire Wealth Management
Virginia
$1.96M – – –
MSAM
31
Moloney Securities Asset Management
Missouri
$1.9M +$1.9M +35,199 New
MWM
32
Meridian Wealth Management
Kentucky
$1.76M +$1.33M +24,738 +313%
EE
33
EWG Elevate
California
$1.69M +$1.69M +31,392 New
GIA
34
Gladstone Institutional Advisory
Florida
$1.66M -$334K -6,206 -17%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.66M +$441K +8,188 +36%
BAM
36
Belpointe Asset Management
Nevada
$1.65M +$543K +10,069 +49%
CAG
37
Curtis Advisory Group
California
$1.64M +$100K +1,856 +6%
TWM
38
Tolleson Wealth Management
Texas
$1.62M – – –
FA
39
Fermata Advisors
California
$1.54M -$107K -1,990 -7%
WMG
40
WESCAP Management Group
California
$1.28M +$1.28M +23,837 New
MML Investors Services
41
MML Investors Services
Massachusetts
$1.25M +$337K +6,245 +37%
ASN
42
Advisory Services Network
Georgia
$1.22M +$895K +16,607 +272%
BA
43
Bridge Advisory
California
$1.16M +$1.16M +21,435 New
Citigroup
44
Citigroup
New York
$1.01M +$193K +3,591 +24%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1M +$745K +13,817 +289%
ACS
46
Archford Capital Strategies
Illinois
$984K -$9.36K -179 -0.9%
Renaissance Technologies
47
Renaissance Technologies
New York
$948K +$388K +7,200 +69%
AAS
48
Ameritas Advisory Services
Nebraska
$940K +$249K +4,625 +36%
CAN
49
Cetera Advisor Networks
California
$908K +$123K +2,292 +16%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$907K +$481K +8,933 +113%
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