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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 %
JCM
126
Jacobi Capital Management
Pennsylvania
– -$230K -4,264 Closed
UWPG
127
Ullmann Wealth Partners Group
Florida
– -$208K -3,867 Closed
Koshinski Asset Management
128
Koshinski Asset Management
Illinois
– -$77K -1,430 Closed
UBS Group
129
UBS Group
Switzerland
– -$20K -367 Closed
MA
130
MUFG Americas
New York
– -$1K -17 Closed
2 3 4 5
6