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

127 hedge funds and large institutions have $458M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+21
Holders Change %
+19.81%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
33
Increased
38
Reduced
43
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.6M
2
AA
2
Altman Advisors
Illinois
$3.12M
3
PWA
3
Primoris Wealth Advisors
Florida
$1.97M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$17.4M
5
AAS
5
Avantax Advisory Services
Texas
$10.2M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.24M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.4M
3
LPL Financial
3
LPL Financial
California
$78.9M
4
RJA
4
Raymond James & Associates
Florida
$8.7M
5
SMC
5
Smith, Moore & Co
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
51
Bridge Advisory
California
$1.15M -$351K -6,486 -23%
DADC
52
D.A. Davidson & Co
Montana
$1.15M +$238K +4,393 +26%
WAS
53
WESPAC Advisors SoCal
California
$1.09M +$1.09M +20,160 New
OC
54
OxenFree Capital
Florida
$1.07M +$1.07M +19,719 New
FA
55
FDx Advisors
Illinois
$1.03M +$1.03M +19,049 New
Two Sigma Advisers
56
Two Sigma Advisers
New York
$1.01M +$314K +5,800 +45%
LTL
57
Lowery Thomas LLC
California
$981K -$36.1K -666 -4%
AWA
58
Arete Wealth Advisors
Illinois
$954K +$954K +17,612 New
TFM
59
Trademark Financial Management
Minnesota
$884K +$884K +16,319 New
EH
60
Equitable Holdings
New York
$860K -$158K -2,925 -16%
CA
61
Cetera Advisors
Colorado
$848K +$33.9K +626 +4%
HAS
62
HBW Advisory Services
California
$726K +$28.1K +519 +4%
Stifel Financial
63
Stifel Financial
Missouri
$682K -$510K -9,423 -43%
BI
64
Berkeley Inc
Idaho
$679K -$349K -6,443 -34%
IWC
65
Integrated Wealth Concepts
Massachusetts
$651K +$26.9K +496 +4%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$619K +$316K +5,841 +105%
VWA
67
Valued Wealth Advisors
Utah
$615K +$615K +12,774 New
TA
68
TruWealth Advisors
Louisiana
$566K +$58.1K +1,073 +11%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$548K +$46.8K +863 +9%
PS
70
Principal Securities
Iowa
$547K +$547K +10,105 New
IFWM
71
Institute for Wealth Management
Colorado
$528K – – –
Creative Planning
72
Creative Planning
Kansas
$521K +$43.9K +810 +9%
SEP
73
Southland Equity Partners
Missouri
$509K +$39.6K +731 +8%
ACM
74
Armbruster Capital Management
New York
$493K – – –
CWM
75
Comprehensive Wealth Management
Washington
$492K -$39.8K -734 -7%
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3
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