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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.

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 %
SPIA
101
Steward Partners Investment Advisory
New York
$70.3K – – –
CA
102
CoreCap Advisors
Michigan
$64.1K +$64.1K +1,402 New
FCFS
103
First Command Financial Services
Texas
$62K – – –
FCB
104
First Command Bank
Texas
$62K – – –
CWM
105
CarsonAllaria Wealth Management
Illinois
$57K +$57K +1,255 New
AWM
106
Accel Wealth Management
Iowa
$56.3K – – –
BCMIO
107
Beacon Capital Management Inc (Ohio)
Ohio
$54.2K -$3.71K -81 -6%
CFD
108
Creative Financial Designs
Indiana
$51.4K -$6.13K -134 -11%
CFGS
109
Concourse Financial Group Securities
Alabama
$34.8K – – –
HIA
110
Harbor Investment Advisory
Maryland
$29.7K – – –
PTC
111
Private Trust Company
Ohio
$27K +$11.9K +259 +79%
TAM
112
Tucker Asset Management
Colorado
$18K – – –
WCAMG
113
Woodard & Company Asset Management Group
North Carolina
$13.3K -$457 -10 -3%
CA
114
Clearstead Advisors
Ohio
$10.9K – – –
Fidelity Investments
115
Fidelity Investments
Massachusetts
$7.14K +$6.91K +151 +3,020%
KM
116
Kalos Management
Georgia
$7.04K +$7.04K +154 New
FA
117
Faithward Advisors
Pennsylvania
$6.15K – – –
PB
118
Pinnacle Bancorp
Nebraska
$5K +$5K +114 New
PAG
119
Private Advisor Group
New Jersey
$3.38K +$289 +6,319 +9%
Simplex Trading
120
Simplex Trading
Illinois
$3K +$3K +67 New
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.74K – – –
BlackRock
122
BlackRock
New York
$1.42K +$1.42K +31 New
CAL
123
Capital Analysts LLC
Pennsylvania
$1K – – –
NA
124
NewEdge Advisors
Louisiana
$5 +$5 +110 New
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
– -$2.47M -59,878 Closed
2 3 4
5
6