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

134 hedge funds and large institutions have $451M invested in Invesco S&P SmallCap Value with Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+5
Holders Change %
+3.88%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
19
Increased
63
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$87.6M
2
OIA
2
OneDigital Investment Advisors
Kansas
$4.81M
3
VA
3
Valmark Advisers
Ohio
$12.1M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$8.9M
5
Bank of America
5
Bank of America
North Carolina
$31.9M

Top Sellers

1
4WM
1
49 Wealth Management
Texas
$1.4M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
PWA
3
Primoris Wealth Advisors
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.56M
5
DSCM
5
Del-Sette Capital Management
New York
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
Altman Advisors
Illinois
$3.22M +$50.1K +956 +2%
CFG
27
Cooper Financial Group
California
$3.17M +$263K +5,029 +9%
Citigroup
28
Citigroup
New York
$2.71M +$548K +10,456 +25%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$2.56M -$1.56M -29,865 -38%
MFGM
30
Marshall Financial Group (Maryland)
Maryland
$2.47M -$81.4K -1,554 -3%
IWM
31
IHT Wealth Management
Illinois
$2.4M -$4.24K -81 -0.2%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$2.35M +$207K +3,952 +10%
FA
33
Fermata Advisors
California
$2.22M +$33.4K +637 +2%
SWP
34
Stratos Wealth Partners
Ohio
$2.19M +$75.1K +1,434 +4%
PPWP
35
Premier Path Wealth Partners
New Jersey
$1.97M +$112K +2,134 +6%
KWA
36
Kellett Wealth Advisors
Ohio
$1.93M +$1.93M +36,841 New
FWM
37
Fortress Wealth Management
California
$1.88M +$210 +4 +0%
HighTower Advisors
38
HighTower Advisors
Illinois
$1.75M +$55.4K +1,057 +3%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.74M +$64.2K +1,225 +4%
MWM
40
Meridian Wealth Management
Kentucky
$1.6M +$1.6M +30,461 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.57M -$748K -14,272 -32%
TWM
42
Tolleson Wealth Management
Texas
$1.57M – – –
GC
43
Guidance Capital
Kentucky
$1.56M +$583K +9,876 +59%
TFS
44
Thoroughbred Financial Services
Tennessee
$1.49M +$244K +4,658 +20%
SWM
45
Spire Wealth Management
Virginia
$1.43M -$127K -2,425 -8%
4WM
46
49 Wealth Management
Texas
$1.4M -$12.8M -244,998 -90%
LWP
47
Laurel Wealth Planning
Minnesota
$1.39M +$1.39M +26,470 New
HAS
48
HBW Advisory Services
California
$1.33M +$626K +11,952 +89%
SL
49
SFM LLC
New Hampshire
$1.31M +$117K +2,239 +10%
Charles Schwab
50
Charles Schwab
California
$1.23M -$51.1K -975 -4%
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