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

91 hedge funds and large institutions have $241M invested in Invesco S&P SmallCap Value with Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+25
Holders Change %
+37.88%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
34
Increased
30
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21M
2
LPL Financial
2
LPL Financial
California
$34.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$13.4M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$11.2M
5
MCM
5
Mainstay Capital Management
Michigan
$8.17M

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$2.12M
2
CCC
2
Crescent Capital Consulting
Louisiana
$1.96M
3
OMC
3
Old Mission Capital
Illinois
$1.03M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
51
Armbruster Capital Management
New York
$490K – – –
MWM
52
Meridian Wealth Management
Kentucky
$426K +$426K +7,905 New
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$426K +$426K +7,912 New
GWM
54
Geneos Wealth Management
Colorado
$419K +$419K +7,784 New
CW
55
CreativeOne Wealth
Kansas
$413K +$21.7K +403 +6%
CPA
56
Cardiff Park Advisors
California
$400K +$400K +7,422 New
PA
57
Parallel Advisors
California
$397K – – –
DAS
58
Dynamic Advisor Solutions
Arizona
$370K +$24K +446 +7%
AWM
59
Avaii Wealth Management
Wisconsin
$370K +$370K +6,874 New
ASN
60
Advisory Services Network
Georgia
$329K +$329K +6,105 New
TRCT
61
Tower Research Capital (TRC)
New York
$307K +$307K +5,704 New
CWM
62
Comprehensive Wealth Management
Washington
$297K +$43.5K +808 +17%
KP
63
Keel Point
Alabama
$288K +$288K +5,346 New
FPGK
64
Financial Partners Group (Kansas)
Kansas
$273K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$257K +$228K +4,238 +789%
SPC
66
Sigma Planning Corp
Michigan
$250K +$250K +4,635 New
EAM
67
Evanson Asset Management
California
$240K – – –
AIP
68
Ahrens Investment Partners
Louisiana
$237K +$237K +4,400 New
CWC
69
Carolinas Wealth Consulting
North Carolina
$214K +$82.8K +1,539 +63%
UWPG
70
Ullmann Wealth Partners Group
Florida
$208K +$208K +3,867 New
OIA
71
Optimum Investment Advisors
Illinois
$135K – – –
BFEC
72
Benjamin F. Edwards & Company
Missouri
$131K – – –
SPIA
73
Steward Partners Investment Advisory
New York
$88K – – –
CFD
74
Creative Financial Designs
Indiana
$85K -$9.65K -179 -10%
BCMIO
75
Beacon Capital Management Inc (Ohio)
Ohio
$78K -$2.21K -41 -3%
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