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

119 hedge funds and large institutions have $316M invested in Invesco S&P SmallCap Value with Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
54
Reduced
25
Closed
13
Calls
$206K
Puts
–
Net Calls
+$206K
Net Calls Change
+$206K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$24.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.8M
3
3F
3
360 Financial
Minnesota
$7.83M
4
LPL Financial
4
LPL Financial
California
$44.5M
5
RJA
5
Raymond James & Associates
Florida
$8.85M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$24.8M
2
Jane Street
2
Jane Street
New York
$0
3
FEM
3
Fulcrum Equity Management
Texas
$0
4
Ameriprise
4
Ameriprise
Minnesota
$21.8M
5
GIA
5
Gladstone Institutional Advisory
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
26
Cooper Financial Group
California
$2.34M +$15.4K +374 +0.7%
IWM
27
IHT Wealth Management
Illinois
$2.12M -$18.4K -446 -0.9%
RA
28
RFG Advisory
Alabama
$2.02M +$695K +14,559 +53%
EH
29
Equitable Holdings
New York
$1.89M +$360K +8,728 +24%
SWP
30
Stratos Wealth Partners
Ohio
$1.88M +$198K +4,817 +12%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.69M +$44.1K +1,071 +3%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.69M +$245K +5,959 +17%
Citadel Advisors
33
Citadel Advisors
Florida
$1.69M +$1.69M +40,923 New
MWM
34
Meridian Wealth Management
Kentucky
$1.58M +$175K +4,258 +13%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.51M +$1.22M +29,631 +424%
SMC
36
Smith, Moore & Co
Missouri
$1.51M +$56.3K +1,367 +4%
AAS
37
Avantax Advisory Services
Texas
$1.5M +$1.5M +36,428 New
CAN
38
Cetera Advisor Networks
California
$1.49M +$297K +7,213 +25%
TAIM
39
TD Ameritrade Investment Management
Nebraska
$1.46M -$94.1K -2,284 -6%
MML Investors Services
40
MML Investors Services
Massachusetts
$1.41M +$220K +5,340 +19%
AWS
41
Atria Wealth Solutions
New York
$1.34M -$139K -3,369 -9%
Truist Financial
42
Truist Financial
North Carolina
$1.34M +$269K +6,517 +25%
FAIM
43
Financial Advocates Investment Management
Washington
$1.25M +$331K +8,035 +36%
TWM
44
Tolleson Wealth Management
Texas
$1.24M – – –
SPC
45
Sigma Planning Corp
Michigan
$1.21M +$642K +15,587 +112%
FA
46
Fermata Advisors
California
$1.15M -$111K -2,682 -9%
SWM
47
Spire Wealth Management
Virginia
$1.11M -$233K -5,655 -17%
BA
48
Bridge Advisory
California
$981K -$45.3K -1,100 -4%
Citigroup
49
Citigroup
New York
$979K +$243K +5,900 +33%
AAS
50
Ameritas Advisory Services
Nebraska
$964K +$203K +4,928 +27%
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