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

126 hedge funds and large institutions have $1.37B invested in Invesco S&P SmallCap Value with Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+7
Holders Change %
+5.88%
% of All Funds
2.03%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
21
Increased
54
Reduced
30
Closed
13
Calls
$50K
Puts
$55K
Net Calls
-$5K
Net Calls Change
-$211K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$982M
2
LPL Financial
2
LPL Financial
California
$58.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$32.8M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$9.52M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$14.7M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$0
3
RJA
3
Raymond James & Associates
Florida
$7.55M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$5.52M
5
Citadel Advisors
5
Citadel Advisors
Florida
$894K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFGM
26
Marshall Financial Group (Maryland)
Maryland
$3.43M +$146K +3,192 +4%
FFN
27
Focus Financial Network
Minnesota
$3.17M +$72K +1,575 +2%
Stifel Financial
28
Stifel Financial
Missouri
$3.12M +$2.84M +62,087 +996%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.04M -$274 -6 -0%
CFG
30
Cooper Financial Group
California
$2.64M +$44.5K +973 +2%
MWM
31
Meridian Wealth Management
Kentucky
$2.55M +$799K +17,462 +46%
FWM
32
Fortress Wealth Management
California
$2.54M -$116K -2,533 -4%
IWM
33
IHT Wealth Management
Illinois
$2.36M +$4.21K +92 +0.2%
SWP
34
Stratos Wealth Partners
Ohio
$2.24M +$152K +3,315 +7%
AAS
35
Avantax Advisory Services
Texas
$2.18M +$514K +11,248 +31%
EH
36
Equitable Holdings
New York
$2.16M +$68.9K +1,506 +3%
AAS
37
Asset Allocation Strategies
Michigan
$1.75M +$1.75M +38,242 New
RA
38
RFG Advisory
Alabama
$1.75M -$463K -8,856 -21%
SMC
39
Smith, Moore & Co
Missouri
$1.72M +$50.9K +1,113 +3%
KAS
40
Kestra Advisory Services
Texas
$1.55M +$1.55M +33,917 New
JWM
41
Jackson Wealth Management
Florida
$1.53M +$1.53M +33,404 New
Truist Financial
42
Truist Financial
North Carolina
$1.51M +$27.9K +610 +2%
TAIM
43
TD Ameritrade Investment Management
Nebraska
$1.47M -$159K -3,472 -10%
TWM
44
Tolleson Wealth Management
Texas
$1.37M – – –
BFEC
45
Benjamin F. Edwards & Company
Missouri
$1.37M +$1.26M +27,481 +1,131%
FA
46
Fermata Advisors
California
$1.29M +$19.6K +429 +2%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.28M -$399K -8,732 -24%
SPC
48
Sigma Planning Corp
Michigan
$1.25M -$95.1K -2,078 -7%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.24M +$229K +5,014 +23%
SWM
50
Spire Wealth Management
Virginia
$1.23M – – –
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