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

129 hedge funds and large institutions have $478M invested in Invesco S&P SmallCap Value with Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 37 reducing their positions, and 16 closing their positions.

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
1.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
19
Increased
55
Reduced
37
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$9.02M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$24.9M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.6M
4
Bank of America
4
Bank of America
North Carolina
$30.9M
5
AAS
5
Avantax Advisory Services
Texas
$14M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.5M
2
DSCM
2
Del-Sette Capital Management
New York
$2.86M
3
MWM
3
Meridian Wealth Management
Kentucky
$0
4
Ameriprise
4
Ameriprise
Minnesota
$12.4M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.33M
Name Market Value Shares Shares
Change 		Shares
Change %
VWA
51
Valued Wealth Advisors
Utah
$1.16M 20,431 +7,657 +60%
WAS
52
WESPAC Advisors SoCal
California
$1.15M 20,160 – –
ACP
53
Aveo Capital Partners
Colorado
$1.14M 20,875 +20,875 New
LTL
54
Lowery Thomas LLC
California
$1.12M 19,726 +1,625 +9%
CA
55
Cetera Advisors
Colorado
$1.02M 17,895 +2,240 +14%
AWA
56
Arete Wealth Advisors
Illinois
$1.01M 17,801 +189 +1%
Two Sigma Investments
57
Two Sigma Investments
New York
$1.01M 17,700 -12,900 -42%
BFEC
58
Benjamin F. Edwards & Company
Missouri
$1M 17,584 -22,671 -56%
TFM
59
Trademark Financial Management
Minnesota
$902K 15,848 -471 -3%
GC
60
Guidance Capital
Kentucky
$892K 16,621 +8,743 +111%
BA
61
Bridge Advisory
California
$884K 15,528 -5,618 -27%
AWS
62
Atria Wealth Solutions
New York
$794K 13,943 +13,943 New
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$740K 12,998 +12,998 New
HAS
64
HBW Advisory Services
California
$726K 13,406 – –
BI
65
Berkeley Inc
Idaho
$685K 12,029 -503 -4%
IWC
66
Integrated Wealth Concepts
Massachusetts
$667K 11,714 -307 -3%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$650K 11,423 +1,313 +13%
TA
68
TruWealth Advisors
Louisiana
$601K 10,560 +108 +1%
CFD
69
Creative Financial Designs
Indiana
$599K 10,517 +6,672 +174%
EH
70
Equitable Holdings
New York
$597K 10,488 -5,385 -34%
Stifel Financial
71
Stifel Financial
Missouri
$594K 10,426 -2,163 -17%
IFWM
72
Institute for Wealth Management
Colorado
$555K 9,740 – –
SEP
73
Southland Equity Partners
Missouri
$546K 9,586 +192 +2%
CWM
74
Comprehensive Wealth Management
Washington
$520K 9,138 +52 +0.6%
ACM
75
Armbruster Capital Management
New York
$518K 9,094 – –
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