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

134 hedge funds and large institutions have $451M invested in Invesco S&P SmallCap Value with Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+5
Holders Change %
+3.88%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
19
Increased
63
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$87.6M
2
OIA
2
OneDigital Investment Advisors
Kansas
$4.81M
3
VA
3
Valmark Advisers
Ohio
$12.1M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$8.9M
5
Bank of America
5
Bank of America
North Carolina
$31.9M

Top Sellers

1
4WM
1
49 Wealth Management
Texas
$1.4M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
PWA
3
Primoris Wealth Advisors
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.56M
5
DSCM
5
Del-Sette Capital Management
New York
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTL
51
Lowery Thomas LLC
California
$1.1M +$69K +1,317 +7%
VWA
52
Valued Wealth Advisors
Utah
$1.07M +$524 +10 +0%
DSCM
53
Del-Sette Capital Management
New York
$1.07M -$1.56M -29,837 -59%
Goldman Sachs
54
Goldman Sachs
New York
$1.06M +$1.06M +20,311 New
AWA
55
Arete Wealth Advisors
Illinois
$1.06M +$131K +2,514 +14%
WAS
56
WESPAC Advisors SoCal
California
$1.06M – – –
DADC
57
D.A. Davidson & Co
Montana
$994K -$87.8K -1,677 -8%
Citadel Advisors
58
Citadel Advisors
Florida
$971K +$971K +18,538 New
OC
59
OxenFree Capital
Florida
$947K -$137K -2,606 -13%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$919K -$2.31K -44 -0.3%
GIA
61
Gladstone Institutional Advisory
Florida
$919K +$919K +17,542 New
SA
62
Sanctuary Advisors
Indiana
$904K +$904K +16,401 New
TFM
63
Trademark Financial Management
Minnesota
$827K -$3.51K -67 -0.4%
Stifel Financial
64
Stifel Financial
Missouri
$824K +$278K +5,309 +51%
EH
65
Equitable Holdings
New York
$807K +$258K +4,923 +47%
BA
66
Bridge Advisory
California
$717K -$96.2K -1,836 -12%
AWS
67
Atria Wealth Solutions
New York
$695K -$35K -668 -5%
IWC
68
Integrated Wealth Concepts
Massachusetts
$654K +$40.7K +777 +7%
TA
69
TruWealth Advisors
Louisiana
$625K +$72.2K +1,378 +13%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$601K +$2.83K +54 +0.5%
CFD
71
Creative Financial Designs
Indiana
$585K +$34.5K +658 +6%
FTUS
72
Flow Traders U.S.
New York
$515K +$515K +9,841 New
IFWM
73
Institute for Wealth Management
Colorado
$510K – – –
SEP
74
Southland Equity Partners
Missouri
$502K -$471 -9 -0.1%
ACM
75
Armbruster Capital Management
New York
$488K +$11.3K +215 +2%
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3
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