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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

150 hedge funds and large institutions have $617M invested in Invesco S&P SmallCap Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 56 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+16
Holders Change %
+11.94%
% of All Funds
3.35%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
37
Increased
56
Reduced
37
Closed
18
Calls
$1.45M
Puts
$58.6M
Net Calls
-$57.2M
Net Calls Change
-$57.2M

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$27.7M
2
Wells Fargo
Wells Fargo
California
$39.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.5M
4
AI
Atria Investments
North Carolina
$22.3M
5
EC
Estate Counselors
Wisconsin
$5.13M

Top Sellers

1
MAP
Milestone Advisory Partners
North Carolina
$0
2
HNB
Huntington National Bank
Ohio
$6.72M
3
PAG
Private Advisor Group
New Jersey
$0
4
Bank of America
Bank of America
North Carolina
$21.5M
5
Morgan Stanley
Morgan Stanley
New York
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
26
Moloney Securities Asset Management
Missouri
$5.23M -$369K -8,648 -7%
MI
27
Moneywise Inc
Virginia
$5.21M +$85.7K +2,011 +2%
EC
28
Estate Counselors
Wisconsin
$5.13M +$5.13M +120,400 New
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$4.98M +$1.11M +26,016 +29%
TPWA
30
TRUE Private Wealth Advisors
Oregon
$4.55M -$34.5K -808 -0.8%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$4.34M -$239K -5,594 -5%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$4.18M +$298K +6,983 +8%
CA
33
Cetera Advisors
Colorado
$3.44M +$432K +10,145 +14%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$3.32M +$1.1M +25,826 +50%
PA
35
PFG Advisors
Arizona
$3M +$2.12M +21,760 +238%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$2.84M +$1.36M +31,934 +92%
ACM
37
Ashford Capital Management
Delaware
$2.74M -$39.1K -916 -1%
AAS
38
Avantax Advisory Services
Texas
$2.44M +$2.44M +57,343 New
COI
39
Capital One Investing
Virginia
$2.4M +$2.4M +56,228 New
SWP
40
Stratos Wealth Partners
Ohio
$1.94M +$200K +4,695 +12%
SB
41
Suntrust Banks
Georgia
$1.92M +$1.92M +45,395 New
APA
42
American Portfolios Advisors
New York
$1.88M +$999K +23,435 +113%
HI
43
Horizon Investments
North Carolina
$1.88M -$211K -4,943 -10%
Jane Street
44
Jane Street
New York
$1.81M -$656K -15,377 -27%
MFG
45
Merit Financial Group
Georgia
$1.77M +$1.2M +24,756 +210%
FFA
46
Fragasso Financial Advisors
Pennsylvania
$1.68M +$1.46M +34,335 +685%
CIC
47
Carnegie Investment Counsel
Ohio
$1.62M +$1.62M +38,018 New
SPIA
48
Steward Partners Investment Advisory
New York
$1.57M -$28.9K -679 -2%
NFG
49
Next Financial Group
Texas
$1.48M +$1.4M +32,922 +1,806%
MIFH
50
Migdal Insurance & Financial Holdings
Israel
$1.46M -$404K -9,482 -22%
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