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

117 hedge funds and large institutions have $336M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
-9
Holders Change %
-7.14%
% of All Funds
1.87%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
32
Reduced
52
Closed
19
Calls
$109K
Puts
$14K
Net Calls
+$95K
Net Calls Change
+$100K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$11.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.99M
3
AAS
3
Avantax Advisory Services
Texas
$5.45M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.03M
5
MA
5
MONECO Advisors
Connecticut
$6.47M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$2.46M
2
PWP
2
Principle Wealth Partners
Connecticut
$0
3
Wells Fargo
3
Wells Fargo
California
$10.3M
4
ZIMP
4
Zimmermann Investment Management & Planning
Pennsylvania
$1.6M
5
Ameriprise
5
Ameriprise
Minnesota
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
26
Cooper Financial Group
California
$2.62M -$11.1K -244 -0.4%
MWM
27
Meridian Wealth Management
Kentucky
$2.53M -$5.46K -120 -0.2%
FWM
28
Fortress Wealth Management
California
$2.49M -$45.3K -995 -2%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.46M -$7.57M -166,261 -75%
IWM
30
IHT Wealth Management
Illinois
$2.31M -$45.3K -994 -2%
EH
31
Equitable Holdings
New York
$2M -$151K -3,325 -7%
SWP
32
Stratos Wealth Partners
Ohio
$1.88M -$350K -7,692 -16%
Citigroup
33
Citigroup
New York
$1.71M +$744K +16,345 +77%
SMC
34
Smith, Moore & Co
Missouri
$1.64M -$76.3K -1,675 -4%
ZIMP
35
Zimmermann Investment Management & Planning
Pennsylvania
$1.6M -$3.88M -85,162 -71%
KAS
36
Kestra Advisory Services
Texas
$1.56M +$20.4K +448 +1%
RA
37
RFG Advisory
Alabama
$1.54M +$19.3K +424 +1%
SWM
38
Spire Wealth Management
Virginia
$1.49M +$257K +5,655 +21%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.44M +$214K +4,705 +17%
Stifel Financial
40
Stifel Financial
Missouri
$1.44M -$1.67M -36,718 -54%
TAIM
41
TD Ameritrade Investment Management
Nebraska
$1.42M -$33.5K -737 -2%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$1.38M +$17.4K +383 +1%
TWM
43
Tolleson Wealth Management
Texas
$1.37M – – –
VA
44
Valmark Advisers
Ohio
$1.31M +$485K +10,649 +59%
BA
45
Bridge Advisory
California
$1.27M +$356K +7,829 +39%
MCC
46
Money Concepts Capital
Florida
$1.16M +$910K +77,169 +370%
TFS
47
Thoroughbred Financial Services
Tennessee
$1.03M +$228K +5,005 +28%
HI
48
Harbour Investments
Wisconsin
$1.01M +$11.5K +252 +1%
Truist Financial
49
Truist Financial
North Carolina
$926K -$579K -12,716 -38%
BI
50
Berkeley Inc
Idaho
$822K +$97.7K +2,146 +13%
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