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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

82 hedge funds and large institutions have $512M invested in Invesco S&P SmallCap Low Volatility ETF in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
82
Holders Change
+16
Holders Change %
+24.24%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
24
Increased
37
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$19.1M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$77.8M
3
Wells Fargo
3
Wells Fargo
California
$32.1M
4
Ameriprise
4
Ameriprise
Minnesota
$13.8M
5
MSAM
5
Moloney Securities Asset Management
Missouri
$4.32M

Top Sellers

1
Invesco
1
Invesco
Georgia
$47.9M
2
SFI
2
SPC Financial Inc
Maryland
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$30.5M
4
UBS Group
4
UBS Group
Switzerland
$31.4M
5
WDL
5
Well Done LLC
Michigan
$341K
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$2.78M 64,031 +64,031 New
ACM
27
Ashford Capital Management
Delaware
$2.65M 60,922 +2,667 +5%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$2.62M 60,339 +7,857 +15%
SG Americas Securities
29
SG Americas Securities
New York
$2.4M 55,296 +55,296 New
Goldman Sachs
30
Goldman Sachs
New York
$2.37M 54,554 +54,554 New
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$2.26M 51,926 +10,646 +26%
USAA
32
United Services Automobile Association
Texas
$2.17M 50,000 – –
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$2.14M 49,250 +41,190 +511%
NPC
34
National Planning Corporation
California
$2.08M 49,320 +14,215 +40%
FHC
35
First Heartland Consultants
Missouri
$1.8M 41,479 +1,776 +4%
SWP
36
Stratos Wealth Partners
Ohio
$1.78M 40,899 +60 +0.1%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.77M 40,724 +10,265 +34%
SI
38
SII Investments
Wisconsin
$1.42M 32,710 +1,909 +6%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.42M 32,691 +32,691 New
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$1.41M 33,117 -9,314 -22%
JSL
41
JT Stratford LLC
Georgia
$1.39M 32,083 +32,083 New
VC
42
Vicus Capital
Pennsylvania
$1.35M 31,077 +31,077 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.29M 29,787 +28,393 +2,037%
FFA
44
Fragasso Financial Advisors
Pennsylvania
$1.29M 29,793 +3,019 +11%
DADC
45
D.A. Davidson & Co
Montana
$1.12M 25,751 +6,041 +31%
FA
46
FDx Advisors
Illinois
$899K 20,698 +20,698 New
PAS
47
Partnervest Advisory Services
California
$720K 16,571 +1,402 +9%
SMC
48
Smith, Moore & Co
Missouri
$701K 16,150 +1,070 +7%
PWS
49
Paragon Wealth Strategies
Florida
$639K 14,708 +14,708 New
Lido Advisors
50
Lido Advisors
California
$568K 13,077 -281 -2%
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