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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

125 hedge funds and large institutions have $535M invested in Invesco S&P SmallCap Low Volatility ETF in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
2.87%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
23
Increased
55
Reduced
30
Closed
12
Calls
$202K
Puts
$57K
Net Calls
+$145K
Net Calls Change
+$145K

Top Buyers

1
Invesco
1
Invesco
Georgia
$47.3M
2
MAP
2
Milestone Advisory Partners
North Carolina
$6.75M
3
CI
3
CX Institutional
Indiana
$5.7M
4
PI
4
PFS Investments
Georgia
$7.43M
5
Wells Fargo
5
Wells Fargo
California
$31.6M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$12.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$35.9M
3
LPL Financial
3
LPL Financial
California
$18.2M
4
USAA
4
United Services Automobile Association
Texas
$0
5
PAG
5
Private Advisor Group
New Jersey
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$5.03M 104,178 +8,729 +9%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$4.3M 89,003 -6,590 -7%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$3.96M 82,014 +11,907 +17%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.09M 63,905 +8,708 +16%
ACM
30
Ashford Capital Management
Delaware
$2.85M 58,931 +8,311 +16%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$2.8M 62,121 – –
CT
32
CPF Texas
Texas
$2.74M 56,661 +175 +0.3%
CA
33
Cetera Advisors
Colorado
$2.67M 55,151 +48,306 +706%
HI
34
Horizon Investments
North Carolina
$2.24M 46,354 +5,419 +13%
SPIA
35
Steward Partners Investment Advisory
New York
$1.97M 40,696 +6,653 +20%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$1.84M 38,107 +8,687 +30%
AG
37
Advisor Group
Arizona
$1.8M 37,252 -229 -0.6%
SWP
38
Stratos Wealth Partners
Ohio
$1.8M 37,233 -954 -2%
Jane Street
39
Jane Street
New York
$1.77M 36,656 +36,656 New
AWMS
40
Advocacy Wealth Management Services
Georgia
$1.75M 36,277 -395 -1%
SS
41
Simplicity Solutions
Minnesota
$1.54M 31,890 +31,890 New
LNC
42
Lincoln National Corp
Pennsylvania
$1.47M 30,351 +87 +0.3%
FAAS
43
First Allied Advisory Services
California
$1.44M 29,790 +889 +3%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$1.43M 29,688 +7,258 +32%
FFS
45
Founders Financial Securities
Maryland
$1.37M 28,388 +3,844 +16%
PCFFS
46
Pacific Center for Financial Services
California
$1.34M 27,806 -801 -3%
GA
47
Gateway Advisory
New Jersey
$1.32M 27,261 -3,210 -11%
Axa
48
Axa
France
$1.26M 26,160 +4,060 +18%
PWS
49
Paragon Wealth Strategies
Florida
$1.12M 23,141 +10,067 +77%
CAN
50
Cetera Advisor Networks
California
$1.09M 22,469 +3,593 +19%
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