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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 %
AAS
51
Ameritas Advisory Services
Nebraska
$1.16M +$89.1K +1,949 +8%
HI
52
Harbour Investments
Wisconsin
$1.01M +$999K +21,838 +11,616%
Citigroup
53
Citigroup
New York
$974K -$113K -2,469 -10%
MCC
54
Money Concepts Capital
Florida
$953K +$79.9K +1,747 +9%
BA
55
Bridge Advisory
California
$914K -$175K -3,828 -16%
Citadel Advisors
56
Citadel Advisors
Florida
$894K -$978K -21,381 -52%
ACS
57
Archford Capital Strategies
Illinois
$855K – – –
VA
58
Valmark Advisers
Ohio
$828K +$303K +6,633 +58%
TFS
59
Thoroughbred Financial Services
Tennessee
$806K +$516K +11,293 +178%
BI
60
Berkeley Inc
Idaho
$728K +$58K +1,269 +9%
FAIM
61
Financial Advocates Investment Management
Washington
$717K -$675K -14,763 -48%
AWS
62
Atria Wealth Solutions
New York
$706K -$787K -17,204 -53%
US Bancorp
63
US Bancorp
Minnesota
$701K +$20.2K +442 +3%
WMG
64
WESCAP Management Group
California
$650K -$89.5K -1,957 -12%
Renaissance Technologies
65
Renaissance Technologies
New York
$531K +$54.9K +1,200 +12%
CWM
66
Comprehensive Wealth Management
Washington
$510K +$29K +635 +6%
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$509K -$8.74K -191 -2%
WIA
68
World Investment Advisors
California
$462K +$21.8K +477 +5%
TC
69
Titleist Capital
Texas
$451K +$68.4K +1,495 +18%
QWM
70
QP Wealth Management
New Jersey
$447K +$447K +9,770 New
IFWM
71
Institute for Wealth Management
Colorado
$446K – – –
Creative Planning
72
Creative Planning
Kansas
$439K -$549 -12 -0.1%
TA
73
TruWealth Advisors
Louisiana
$437K +$98.7K +2,158 +29%
SWM
74
Silverlake Wealth Management
Vermont
$422K +$274 +6 +0.1%
BW
75
Bison Wealth
Georgia
$417K +$417K +8,541 New
1 2
3
4 5