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Invesco S&P SmallCap High Dividend Low Volatility ETF
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Overview Fund Activity

26 hedge funds and large institutions have $7.89M invested in Invesco S&P SmallCap High Dividend Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWP
Concord Wealth Partners
Virginia
$1.1M
2
CAMV
Concord Asset Management (Virginia)
Virginia
$1.1M
3
KWM
Kingsview Wealth Management
Oregon
$376K
4
IWM
IHT Wealth Management
Illinois
$365K
5
Citadel Advisors
Citadel Advisors
Florida
$335K

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
$275K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
3
EBWM
Eagle Bluffs Wealth Management
Missouri
$0
4
GRP
Global Retirement Partners
California
$133K
5
Bank of America
Bank of America
North Carolina
$116K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
26
Mattson Financial Services
Michigan
$31 +$31 +2 New
Wells Fargo
27
Wells Fargo
California
$3 -$23 -2 Closed
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
– -$231K -14,990 Closed
EBWM
29
Eagle Bluffs Wealth Management
Missouri
– -$157K -10,214 Closed
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