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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 %
LPL Financial
1
LPL Financial
California
$1.2M +$159K +10,910 +15%
CAMV
2
Concord Asset Management (Virginia)
Virginia
$1.1M +$541K +37,169 +98%
CWP
3
Concord Wealth Partners
Virginia
$1.1M +$579K +39,803 +112%
IRC
4
Investors Research Corp
Georgia
$647K -$87 -6 -0%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$557K +$241K +16,572 +76%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$556K +$27.3K +1,873 +5%
KWM
7
Kingsview Wealth Management
Oregon
$376K +$376K +25,851 New
IWM
8
IHT Wealth Management
Illinois
$365K +$365K +25,109 New
EF
9
Elite Financial
Idaho
$345K +$345K +23,750 New
Citadel Advisors
10
Citadel Advisors
Florida
$335K +$335K +23,053 New
CIAS
11
Capital Investment Advisory Services
North Carolina
$330K +$265K +18,190 +404%
Two Sigma Investments
12
Two Sigma Investments
New York
$275K -$316K -21,690 -53%
MW
13
Maia Wealth
Colorado
$206K +$206K +14,028 New
GRP
14
Global Retirement Partners
California
$133K -$108K -7,431 -45%
Bank of America
15
Bank of America
North Carolina
$116K -$17.5K -1,205 -13%
UBS Group
16
UBS Group
Switzerland
$66.1K +$66.1K +4,544 New
FFA
17
Farther Finance Advisors
California
$60.9K +$25.5K +1,750 +72%
TFGT
18
TS Financial Group (TSFG)
Illinois
$58K – – –
Osaic Holdings
19
Osaic Holdings
Arizona
$28.2K +$14.6K +1,005 +108%
CWM
20
Consultiva Wealth Management
Puerto Rico
$22.5K – – –
AF
21
Allworth Financial
California
$11.3K – – –
AWM
22
AE Wealth Management
Kansas
$5.79K +$5.79K +398 New
Morgan Stanley
23
Morgan Stanley
New York
$5.33K -$29 -2 -0.5%
HI
24
Harbour Investments
Wisconsin
$2.18K – – –
Fidelity Investments
25
Fidelity Investments
Massachusetts
$75 +$30 +2 +67%
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