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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

141 hedge funds and large institutions have $427M invested in Invesco S&P SmallCap Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
141
Holders Change
+3
Holders Change %
+2.17%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
46
Reduced
55
Closed
10
Calls
$28.5M
Puts
$114M
Net Calls
-$85.4M
Net Calls Change
+$243M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$33.7M
2
Mariner
2
Mariner
Kansas
$4.43M
3
SAG
3
SageView Advisory Group
California
$3.12M
4
FTUS
4
Flow Traders U.S.
New York
$2.52M
5
BWP
5
Baldwin Wealth Partners
Massachusetts
$1.74M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$383K
2
Invesco
2
Invesco
Georgia
$147M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$18.8M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.01M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
26
Sculati Wealth Management
Michigan
$2.57M 57,528 +577 +1%
LWM
27
Laidlaw Wealth Management
New York
$2.56M 57,398 -145 -0.3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.55M 57,096 -13,547 -19%
FTUS
29
Flow Traders U.S.
New York
$2.52M 56,332 +56,332 New
HI
30
Harbour Investments
Wisconsin
$2.28M 50,999 +666 +1%
PMG
31
ProVise Management Group
Florida
$2.26M 50,669 +7,578 +18%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$2.13M 47,800 -4,246 -8%
WI
33
WBI Investments
New Jersey
$2.04M 45,638 -5,003 -10%
EH
34
Equitable Holdings
New York
$2.04M 45,628 -6,193 -12%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$2M 44,727 -1,112 -2%
Truist Financial
36
Truist Financial
North Carolina
$1.94M 43,446 -2,683 -6%
BWP
37
Baldwin Wealth Partners
Massachusetts
$1.74M 38,870 +38,870 New
RJFSA
38
Raymond James Financial Services Advisors
Florida
$1.59M 35,643 +366 +1%
RFN
39
RDA Financial Network
Iowa
$1.58M 35,311 +709 +2%
MML Investors Services
40
MML Investors Services
Massachusetts
$1.38M 30,917 -3,750 -11%
CAN
41
Cetera Advisor Networks
California
$1.36M 30,565 +10,186 +50%
NWA
42
Navis Wealth Advisors
New York
$1.32M 29,639 +64 +0.2%
SCA
43
Snowden Capital Advisors
New York
$1.17M 26,310 +7,042 +37%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.14M 25,396 -6,027 -19%
KAS
45
Kestra Advisory Services
Texas
$1.12M 24,979 +338 +1%
AWM
46
Aspire Wealth Management
Massachusetts
$1.02M 22,857 -5,754 -20%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.01M 22,539 -15,476 -41%
SWAG
48
Spectrum Wealth Advisory Group
California
$915K 20,485 -1,886 -8%
RJA
49
Raymond James & Associates
Florida
$887K 19,866 -1,972 -9%
SOS
50
Silver Oak Securities
Tennessee
$848K 18,999 +18,999 New
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