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

66 hedge funds and large institutions have $143M invested in Invesco S&P SmallCap Value with Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
23
Reduced
12
Closed
12
Calls
$3.75M
Puts
–
Net Calls
+$3.75M
Net Calls Change
+$3.75M

Top Buyers

1
MCM
1
Mainstay Capital Management
Michigan
$4.71M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.49M
3
Wells Fargo
3
Wells Fargo
California
$6.84M
4
Ameriprise
4
Ameriprise
Minnesota
$13.5M
5
Bank of America
5
Bank of America
North Carolina
$29.1M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$469K
3
Jane Street
3
Jane Street
New York
$0
4
EE
4
EWG Elevate
California
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMIO
51
Beacon Capital Management Inc (Ohio)
Ohio
$75K +$75K +1,487 New
GRP
52
Global Retirement Partners
California
$74K +$74K +1,470 New
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$71K +$59.5K +1,181 +518%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$62.4K +$62.4K +1,240 New
HIA
55
Harbor Investment Advisory
Maryland
$33K – – –
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$27K +$19.5K +387 +258%
HI
57
Harbour Investments
Wisconsin
$24K – – –
CA
58
Clearstead Advisors
Ohio
$12K – – –
IF
59
Ironwood Financial
Arizona
$10K – – –
GWS
60
Glassman Wealth Services
Virginia
$10K – – –
CAGAS
61
Capital Advisory Group Advisory Services
Minnesota
$9K – – –
FA
62
Faithward Advisors
Pennsylvania
$7K +$7K +131 New
APA
63
American Portfolios Advisors
New York
$5.69K -$7.45K -148 -57%
FHA
64
First Horizon Advisors
Tennessee
$3K +$434 +11 +17%
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.91K – – –
PS
66
Portfolio Strategies
New York
– -$33.4M -659,370 Closed
Jane Street
67
Jane Street
New York
– -$1.61M -31,771 Closed
EE
68
EWG Elevate
California
– -$1.49M -29,118 Closed
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
– -$1.43M -28,087 Closed
TRCT
70
Tower Research Capital (TRC)
New York
– -$1.23M -24,319 Closed
KWM
71
Kingsview Wealth Management
Oregon
– -$626K -12,211 Closed
PCM
72
Penserra Capital Management
California
– -$227K -4,488 Closed
UWPG
73
Ullmann Wealth Partners Group
Florida
– -$209K -4,116 Closed
PMG
74
ProVise Management Group
Florida
– -$200K -3,937 Closed
UBS Group
75
UBS Group
Switzerland
– -$56K -1,107 Closed
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