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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 Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$982M 21,478 +12,884 +150%
LPL Financial
2
LPL Financial
California
$58.9M 1,288,340 +207,733 +19%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$32.8M 716,541 +131,853 +23%
Bank of America
4
Bank of America
North Carolina
$29.3M 639,887 +37,638 +6%
Morgan Stanley
5
Morgan Stanley
New York
$27.2M 594,975 -8,118 -1%
Ameriprise
6
Ameriprise
Minnesota
$24.2M 527,569 -834 -0.2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$16M 349,561 +30,660 +10%
Wells Fargo
8
Wells Fargo
California
$14.7M 321,781 -192,244 -37%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$14.6M 318,252 +76,366 +32%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$10.1M 220,343 +179,262 +436%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$9.52M 208,211 +101,854 +96%
3F
12
360 Financial
Minnesota
$7.83M 190,135 – –
RJA
13
Raymond James & Associates
Florida
$7.55M 165,041 -49,844 -23%
PWP
14
Principle Wealth Partners
Connecticut
$6.53M 142,761 +7,563 +6%
Osaic Holdings
15
Osaic Holdings
Arizona
$6.36M 139,068 -13,652 -9%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$6.25M 136,564 +14,172 +12%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$5.52M 120,628 -32,344 -21%
ZIMP
18
Zimmermann Investment Management & Planning
Pennsylvania
$5.5M 120,252 +15,438 +15%
MA
19
MONECO Advisors
Connecticut
$5.12M 111,925 +39,611 +55%
DSCM
20
Del-Sette Capital Management
New York
$5.1M 111,453 -19,120 -15%
IWS
21
Insight Wealth Strategies
California
$4.93M 107,868 -4,531 -4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.64M 101,357 +60,353 +147%
CAN
23
Cetera Advisor Networks
California
$3.95M 86,391 +50,334 +140%
AWM
24
Aspire Wealth Management
Massachusetts
$3.95M 86,266 +4,485 +5%
MML Investors Services
25
MML Investors Services
Massachusetts
$3.67M 80,249 +46,136 +135%
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