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

116 hedge funds and large institutions have $304M invested in Invesco S&P SmallCap Value with Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
24
Increased
43
Reduced
30
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$41.3M
2
PWP
2
Principle Wealth Partners
Connecticut
$6.11M
3
Ameriprise
3
Ameriprise
Minnesota
$26.2M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$6.16M
5
Jane Street
5
Jane Street
New York
$3.33M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$820K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.78M
3
MCM
3
Mainstay Capital Management
Michigan
$0
4
Wells Fargo
4
Wells Fargo
California
$20.6M
5
CCFM
5
Clear Creek Financial Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
26
Cooper Financial Group
California
$2.5M +$2.5M +56,368 New
KA
27
Kovack Advisors
Florida
$2.42M +$2.42M +54,510 New
IWM
28
IHT Wealth Management
Illinois
$2.31M +$48K +1,080 +2%
SWP
29
Stratos Wealth Partners
Ohio
$1.81M -$120K -2,692 -6%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.78M -$10.1M -226,327 -85%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$1.68M -$38.2K -860 -2%
EH
32
Equitable Holdings
New York
$1.65M +$990K +22,297 +151%
AWS
33
Atria Wealth Solutions
New York
$1.6M +$1.6M +36,012 New
SMC
34
Smith, Moore & Co
Missouri
$1.56M +$1.56M +35,209 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.56M +$191K +4,304 +14%
GIA
36
Gladstone Institutional Advisory
Florida
$1.53M +$160K +3,593 +12%
MWM
37
Meridian Wealth Management
Kentucky
$1.51M +$58.9K +1,325 +4%
SWM
38
Spire Wealth Management
Virginia
$1.45M -$170K -3,837 -11%
CAG
39
Curtis Advisory Group
California
$1.36M +$2.44K +55 +0.2%
FA
40
Fermata Advisors
California
$1.35M +$84.8K +1,908 +7%
RA
41
RFG Advisory
Alabama
$1.35M +$1.35M +27,707 New
TWM
42
Tolleson Wealth Management
Texas
$1.33M – – –
CAN
43
Cetera Advisor Networks
California
$1.28M +$532K +11,990 +71%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.28M +$246K +5,540 +24%
Truist Financial
45
Truist Financial
North Carolina
$1.15M +$670K +15,094 +139%
BA
46
Bridge Advisory
California
$1.11M +$155K +3,472 +16%
FAIM
47
Financial Advocates Investment Management
Washington
$995K +$995K +22,411 New
WMG
48
WESCAP Management Group
California
$969K -$89.3K -2,012 -8%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$888K +$126K +2,782 +17%
ACS
50
Archford Capital Strategies
Illinois
$830K -$5.82K -131 -0.7%
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