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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

138 hedge funds and large institutions have $378M invested in Invesco S&P SmallCap Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 14 closing their positions.

Holders
138
Holders Change
-9
Holders Change %
-6.12%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
51
Reduced
56
Closed
14
Calls
$36.4M
Puts
$365M
Net Calls
-$329M
Net Calls Change
-$112M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$21.4M
2
Wells Fargo
2
Wells Fargo
California
$17.7M
3
UBS Group
3
UBS Group
Switzerland
$13.4M
4
TRCT
4
Tower Research Capital (TRC)
New York
$921K
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$770K

Top Sellers

1
SFS
1
Sowell Financial Services
Arkansas
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.18M
3
ACM
3
Ashford Capital Management
Delaware
$0
4
PWAG
4
Polaris Wealth Advisory Group
California
$0
5
Invesco
5
Invesco
Georgia
$138M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
26
Sculati Wealth Management
Michigan
$2.31M 56,951 +146 +0.3%
HI
27
Harbour Investments
Wisconsin
$2.24M 50,333 – –
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$2.11M 52,046 -1,496 -3%
EH
29
Equitable Holdings
New York
$2.1M 51,821 +4,049 +8%
PAG
30
Private Advisor Group
New Jersey
$2.06M 50,649 -1,288 -2%
WI
31
WBI Investments
New Jersey
$2M 50,641 +4,029 +9%
Truist Financial
32
Truist Financial
North Carolina
$1.87M 46,129 -10,946 -19%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$1.86M 45,839 -8,627 -16%
PMG
34
ProVise Management Group
Florida
$1.75M 43,091 +8,098 +23%
ARMC
35
American Research & Management Company
Massachusetts
$1.61M 39,689 -1,108 -3%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$1.54M 38,015 +6,813 +22%
HSA
37
HBK Sorce Advisory
Pennsylvania
$1.53M 37,811 -358 -0.9%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$1.43M 35,277 -1,935 -5%
MML Investors Services
39
MML Investors Services
Massachusetts
$1.41M 34,667 +3,126 +10%
RFN
40
RDA Financial Network
Iowa
$1.4M 34,602 +238 +0.7%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$1.28M 31,423 -1,799 -5%
NWA
42
Navis Wealth Advisors
New York
$1.2M 29,575 +378 +1%
AWM
43
Aspire Wealth Management
Massachusetts
$1.16M 28,611 +438 +2%
KAS
44
Kestra Advisory Services
Texas
$1M 24,641 -1,902 -7%
TRCT
45
Tower Research Capital (TRC)
New York
$921K 22,698 +18,735 +473%
SWAG
46
Spectrum Wealth Advisory Group
California
$908K 22,371 -4,045 -15%
RJA
47
Raymond James & Associates
Florida
$886K 21,838 -2,056 -9%
SW
48
SlateStone Wealth
Florida
$868K 21,391 -493 -2%
CAN
49
Cetera Advisor Networks
California
$827K 20,379 +1,083 +6%
SCA
50
Snowden Capital Advisors
New York
$781K 19,268 -52 -0.3%
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