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

116 hedge funds and large institutions have $304M invested in Invesco S&P SmallCap Value with Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
24
Increased
43
Reduced
30
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$41.3M
2
PWP
2
Principle Wealth Partners
Connecticut
$6.11M
3
Ameriprise
3
Ameriprise
Minnesota
$26.2M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$6.16M
5
Jane Street
5
Jane Street
New York
$3.33M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$820K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.78M
3
MCM
3
Mainstay Capital Management
Michigan
$0
4
Wells Fargo
4
Wells Fargo
California
$20.6M
5
CCFM
5
Clear Creek Financial Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
101
Concourse Financial Group Securities
Alabama
$34K – – –
HIA
102
Harbor Investment Advisory
Maryland
$29K – – –
AIP
103
Ahrens Investment Partners
Louisiana
$27K -$54K -1,200 -67%
CA
104
CoreCap Advisors
Michigan
$17K +$17K +377 New
PTC
105
Private Trust Company
Ohio
$15K +$15K +329 New
WCAMG
106
Woodard & Company Asset Management Group
North Carolina
$13K +$8.67K +200 +200%
CA
107
Clearstead Advisors
Ohio
$11K – – –
CAGAS
108
Capital Advisory Group Advisory Services
Minnesota
$9K – – –
HI
109
Harbour Investments
Wisconsin
$8K +$8K +188 New
FA
110
Faithward Advisors
Pennsylvania
$6K +$45 +1 +0.8%
PFS
111
Prospera Financial Services
Texas
$4K – – –
FHA
112
First Horizon Advisors
Tennessee
$4K +$4K +98 New
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.69K – – –
CAL
114
Capital Analysts LLC
Pennsylvania
$1K +$1K +21 New
MCM
115
Mainstay Capital Management
Michigan
– -$6.96M -129,252 Closed
CCFM
116
Clear Creek Financial Management
Washington
– -$4.06M -75,308 Closed
WWM
117
Western Wealth Management
Colorado
– -$2.12M -39,424 Closed
EE
118
EWG Elevate
California
– -$1.69M -31,392 Closed
ASN
119
Advisory Services Network
Georgia
– -$1.22M -22,712 Closed
Renaissance Technologies
120
Renaissance Technologies
New York
– -$948K -17,600 Closed
CA
121
Cetera Advisors
Colorado
– -$867K -16,086 Closed
HGERS
122
Householder Group Estate & Retirement Specialist
Arizona
– -$567K -10,517 Closed
WEG
123
World Equity Group
Illinois
– -$412K -7,640 Closed
GGS
124
Galvin Gaustad & Stein
Arizona
– -$329K -6,100 Closed
EAM
125
Evanson Asset Management
California
– -$240K -4,455 Closed
2 3 4
5
6