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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 %
ACM
76
Armbruster Capital Management
New York
$416K – – –
AWM
77
Avaii Wealth Management
Wisconsin
$414K +$122K +2,662 +42%
HighTower Advisors
78
HighTower Advisors
Illinois
$398K +$58.5K +1,282 +17%
GWM
79
Geneos Wealth Management
Colorado
$377K +$51.5K +1,125 +16%
Goldman Sachs
80
Goldman Sachs
New York
$362K +$362K +7,920 New
SEP
81
Southland Equity Partners
Missouri
$348K +$348K +7,608 New
PA
82
Parallel Advisors
California
$337K – – –
OFS
83
OneAscent Financial Services
Alabama
$327K +$137 +3 +0%
Brown Advisory
84
Brown Advisory
Maryland
$325K – – –
DAS
85
Dynamic Advisor Solutions
Arizona
$312K -$25.6K -560 -8%
KP
86
Keel Point
Alabama
$312K +$27.5K +601 +10%
CW
87
CreativeOne Wealth
Kansas
$263K +$2.15K +47 +0.8%
GRP
88
Global Retirement Partners
California
$257K +$9.93K +217 +4%
OC
89
Oppenheimer & Co
New York
$248K +$248K +5,412 New
AWM
90
AE Wealth Management
Kansas
$231K +$231K +5,058 New
NFG
91
Nations Financial Group
Iowa
$223K +$223K +4,868 New
CWC
92
Carolinas Wealth Consulting
North Carolina
$221K -$35.8K -783 -14%
EAM
93
Evanson Asset Management
California
$204K +$204K +4,455 New
BAM
94
Belpointe Asset Management
Nevada
$193K -$412K -9,004 -68%
CPA
95
Cardiff Park Advisors
California
$140K -$199K -4,358 -59%
ACA
96
Aptus Capital Advisors
Alabama
$135K – – –
IA
97
IFP Advisors
Florida
$134K +$16.5K +507 +14%
ASN
98
Advisory Services Network
Georgia
$105K +$105K +2,304 New
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$98.1K +$98.1K +2,145 New
CPG
100
Cornerstone Planning Group
New Jersey
$71.2K +$71.2K +1,498 New
2 3
4
5 6