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

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.46M
2
PWP
Principle Wealth Partners
Connecticut
$0
3
Wells Fargo
Wells Fargo
California
$10.3M
4
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$1.6M
5
Ameriprise
Ameriprise
Minnesota
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTL
51
Lowery Thomas LLC
California
$763K +$763K +16,753 New
ACS
52
Archford Capital Strategies
Illinois
$689K -$138K -3,125 -17%
DADC
53
D.A. Davidson & Co
Montana
$688K +$688K +15,108 New
US Bancorp
54
US Bancorp
Minnesota
$682K -$15.7K -345 -2%
AWS
55
Atria Wealth Solutions
New York
$675K -$28.2K -619 -4%
HighTower Advisors
56
HighTower Advisors
Illinois
$640K +$243K +5,350 +61%
WMG
57
WESCAP Management Group
California
$612K -$35.4K -778 -5%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$593K -$677K -14,867 -53%
AAS
59
Asset Allocation Strategies
Michigan
$587K -$1.15M -25,349 -66%
SPC
60
Sigma Planning Corp
Michigan
$505K -$743K -16,308 -60%
Two Sigma Advisers
61
Two Sigma Advisers
New York
$496K +$496K +10,900 New
TA
62
TruWealth Advisors
Louisiana
$473K +$38.2K +839 +9%
WIA
63
World Investment Advisors
California
$456K -$4.6K -101 -1%
IFWM
64
Institute for Wealth Management
Colorado
$443K – – –
SWM
65
Silverlake Wealth Management
Vermont
$420K +$182 +4 +0%
ACM
66
Armbruster Capital Management
New York
$414K – – –
CWM
67
Comprehensive Wealth Management
Washington
$410K -$97.4K -2,139 -19%
AWA
68
Arete Wealth Advisors
Illinois
$406K -$572K -12,566 -59%
Creative Planning
69
Creative Planning
Kansas
$397K -$40.2K -882 -9%
AWM
70
Avaii Wealth Management
Wisconsin
$381K -$30.6K -672 -7%
SEP
71
Southland Equity Partners
Missouri
$375K +$28.2K +619 +8%
GWM
72
Geneos Wealth Management
Colorado
$365K -$10.2K -225 -3%
QWM
73
QP Wealth Management
New Jersey
$361K -$83.5K -1,835 -19%
PA
74
Parallel Advisors
California
$336K – – –
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$282K +$282K +6,200 New
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3
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