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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 %
Creative Planning
76
Creative Planning
Kansas
$479K +$20K +382 +4%
RA
77
RFG Advisory
Alabama
$461K +$137K +2,620 +42%
PS
78
Principal Securities
Iowa
$459K -$4.4K -84 -0.9%
ACP
79
Aveo Capital Partners
Colorado
$447K -$646K -12,335 -59%
VWA
80
Visionary Wealth Advisors
Illinois
$446K +$50.9K +972 +13%
BA
81
Brightwater Advisory
Florida
$445K +$151K +2,892 +52%
GWM
82
Geneos Wealth Management
Colorado
$407K -$31.4K -600 -7%
AQR Capital Management
83
AQR Capital Management
Connecticut
$406K +$58.5K +1,117 +17%
SWM
84
Silverlake Wealth Management
Vermont
$385K +$367 +7 +0.1%
KAS
85
Kestra Advisory Services
Texas
$371K +$18.8K +359 +5%
AI
86
Atria Investments
North Carolina
$352K +$352K +6,728 New
PA
87
Parallel Advisors
California
$344K – – –
SPC
88
Sigma Planning Corp
Michigan
$339K -$125K -2,380 -27%
DAS
89
Dynamic Advisor Solutions
Arizona
$324K +$36K +687 +13%
CWC
90
Carolinas Wealth Consulting
North Carolina
$306K +$78.2K +1,494 +34%
WWM
91
Western Wealth Management
Colorado
$299K +$299K +5,699 New
Jones Financial Companies
92
Jones Financial Companies
Missouri
$298K +$292K +5,567 +4,526%
WN
93
Williams & Novak
California
$298K -$4.82K -92 -2%
Truist Financial
94
Truist Financial
North Carolina
$289K -$10.2K -195 -3%
WMG
95
WESCAP Management Group
California
$266K +$157 +3 +0.1%
LNWWM
96
Laird Norton Wetherby Wealth Management
California
$262K +$262K +5,000 New
UBS Group
97
UBS Group
Switzerland
$258K +$258K +4,918 New
EAM
98
Evanson Asset Management
California
$233K – – –
VFO
99
Virtus Family Office
Texas
$223K +$223K +4,263 New
SFC
100
Swisher Financial Concepts
Ohio
$222K – – –
2 3
4
5 6