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

130 hedge funds and large institutions have $506M invested in Invesco S&P SmallCap Value with Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-4
Holders Change %
-2.99%
% of All Funds
1.88%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
61
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$22.4M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$37M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$8.82M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.25M
5
C
5
CEDRUS
Colorado
$1.54M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$26M
2
LPL Financial
2
LPL Financial
California
$90.2M
3
TFP
3
Traction Financial Partners
Wyoming
$10.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$238K
5
AAS
5
Asset Allocation Strategies
Michigan
$2.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
76
Visionary Wealth Advisors
Illinois
$664K +$196K +3,557 +42%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$612K -$19.3K -351 -3%
CFD
78
Creative Financial Designs
Indiana
$575K -$39.3K -715 -6%
SEP
79
Southland Equity Partners
Missouri
$556K +$29.5K +537 +6%
IFWM
80
Institute for Wealth Management
Colorado
$536K – – –
GWM
81
Geneos Wealth Management
Colorado
$535K +$108K +1,955 +25%
RA
82
RFG Advisory
Alabama
$516K +$31.8K +578 +7%
ACM
83
Armbruster Capital Management
New York
$510K -$1.54K -28 -0.3%
PS
84
Principal Securities
Iowa
$497K +$14.8K +269 +3%
Creative Planning
85
Creative Planning
Kansas
$490K -$13K -236 -3%
BA
86
Brightwater Advisory
Florida
$477K +$10.6K +193 +2%
SFC
87
Swisher Financial Concepts
Ohio
$448K +$224K +4,248 +100%
SWM
88
Silverlake Wealth Management
Vermont
$404K +$330 +6 +0.1%
CWC
89
Carolinas Wealth Consulting
North Carolina
$389K +$68K +1,236 +21%
SPC
90
Sigma Planning Corp
Michigan
$380K +$24K +437 +7%
PA
91
Parallel Advisors
California
$362K – – –
ACP
92
Aveo Capital Partners
Colorado
$322K -$147K -2,680 -31%
Truist Financial
93
Truist Financial
North Carolina
$300K -$2.8K -51 -0.9%
Two Sigma Advisers
94
Two Sigma Advisers
New York
$297K +$297K +5,400 New
DWM
95
Dopkins Wealth Management
New York
$281K +$281K +5,114 New
LNWWM
96
Laird Norton Wetherby Wealth Management
California
$275K – – –
WMG
97
WESCAP Management Group
California
$259K -$20.3K -370 -7%
TC
98
TownSquare Capital
Utah
$247K +$28.3K +514 +13%
EAM
99
Evanson Asset Management
California
$245K – – –
SPWM
100
Schrum Private Wealth Management
Florida
$244K +$244K +4,444 New
2 3
4
5 6