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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

116 hedge funds and large institutions have $464M invested in Invesco S&P SmallCap Low Volatility ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
2.66%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
13
Increased
49
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KFA
Kays Financial Advisory
Georgia
+$21.9M
2
UBS Group
UBS Group
Switzerland
+$4.22M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.94M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.18M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$11.8M
2
RJA
Raymond James & Associates
Florida
-$11.2M
3
EC
Estate Counselors
Wisconsin
-$9.39M
4
Stifel Financial
Stifel Financial
Missouri
-$8.44M
5
Morgan Stanley
Morgan Stanley
New York
-$8.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWP
26
Hefty Wealth Partners
Indiana
$3.5M +$42.2K +938 +1%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$3.16M +$565K +12,561 +22%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$2.8M +$1.07M +23,738 +62%
PAG
29
Private Advisor Group
New Jersey
$2.67M +$1.73M +38,500 +186%
CT
30
CPF Texas
Texas
$2.54M -$63.2K -1,405 -2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.51M +$1.01M +22,203 +67%
ACM
32
Ashford Capital Management
Delaware
$2.28M -$687K -15,271 -23%
USAA
33
United Services Automobile Association
Texas
$2.25M – – –
HI
34
Horizon Investments
North Carolina
$1.84M -$2.56M -56,944 -58%
SWP
35
Stratos Wealth Partners
Ohio
$1.72M -$1.37M -30,376 -44%
AG
36
Advisor Group
Arizona
$1.69M -$832K -18,487 -33%
OPWM
37
Oak Point Wealth Management
Michigan
$1.67M -$28.1K -633 -2%
AWMS
38
Advocacy Wealth Management Services
Georgia
$1.65M +$14.3K +318 +0.9%
TRCT
39
Tower Research Capital (TRC)
New York
$1.59M +$1.04M +23,032 +188%
SPIA
40
Steward Partners Investment Advisory
New York
$1.53M +$1.53M +34,043 New
GA
41
Gateway Advisory
New Jersey
$1.37M -$476K -10,585 -26%
LNC
42
Lincoln National Corp
Pennsylvania
$1.36M -$1.22M -27,112 -47%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1.32M +$512K +11,367 +63%
FAAS
44
First Allied Advisory Services
California
$1.3M +$459K +10,225 +55%
DADC
45
D.A. Davidson & Co
Montana
$1.29M -$823K -18,272 -39%
PCFFS
46
Pacific Center for Financial Services
California
$1.29M +$43.1K +958 +3%
FFS
47
Founders Financial Securities
Maryland
$1.11M +$87.7K +1,947 +9%
IA
48
IFG Advisory
Georgia
$1.09M +$91.8K +2,046 +9%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$1.01M +$855K +18,992 +552%
Axa
50
Axa
France
$995K +$84.6K +1,880 +9%
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