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

35 hedge funds and large institutions have $42.2M invested in Invesco S&P SmallCap Value with Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Systelligence LLC
Minnesota
$2.31M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.18M
3
LPL Financial
3
LPL Financial
California
$5.06M
4
Stifel Financial
4
Stifel Financial
Missouri
$504K
5
Bank of America
5
Bank of America
North Carolina
$8.23M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$222K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
CCA
3
Clearwater Capital Advisors
Illinois
$450K
4
UBS Group
4
UBS Group
Switzerland
$20K
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$1.64M
Name Market Value Shares Shares
Change 		Shares
Change %
CCP
1
Cardan Capital Partners
Colorado
$10.6M 313,871 +5,754 +2%
Bank of America
2
Bank of America
North Carolina
$8.23M 242,928 +10,945 +5%
LPL Financial
3
LPL Financial
California
$5.06M 149,511 +20,436 +16%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$3.57M 70,452 – –
Morgan Stanley
5
Morgan Stanley
New York
$3.18M 94,000 +58,566 +165%
SL
6
Systelligence LLC
Minnesota
$2.31M 68,253 +68,253 New
TAIM
7
TD Ameritrade Investment Management
Nebraska
$1.64M 48,532 -2,278 -4%
Wells Fargo
8
Wells Fargo
California
$1.2M 35,357 +1,524 +5%
TWM
9
Tolleson Wealth Management
Texas
$1.13M 33,333 – –
AG
10
Advisor Group
Arizona
$937K 27,684 -249 -0.9%
Citadel Advisors
11
Citadel Advisors
Florida
$554K 16,370 -69 -0.4%
Stifel Financial
12
Stifel Financial
Missouri
$504K 14,907 +14,907 New
CCA
13
Clearwater Capital Advisors
Illinois
$450K 13,302 -3,297 -20%
IFWM
14
Institute for Wealth Management
Colorado
$374K 11,050 – –
Citigroup
15
Citigroup
New York
$370K 10,917 +4,470 +69%
Creative Planning
16
Creative Planning
Kansas
$307K 9,056 +97 +1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$297K 8,793 -1,645 -16%
PA
18
Parallel Advisors
California
$289K 8,525 – –
UWPG
19
Ullmann Wealth Partners Group
Florida
$268K 7,917 – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$222K 6,554 -95,263 -94%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$190K 5,623 -115 -2%
OIA
22
Optimum Investment Advisors
Illinois
$102K 3,000 – –
BCMIO
23
Beacon Capital Management Inc (Ohio)
Ohio
$70K 2,057 -7 -0.3%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$70K 2,061 – –
SPIA
25
Steward Partners Investment Advisory
New York
$55K 1,638 -350 -18%
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