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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

131 hedge funds and large institutions have $205M invested in Invesco S&P SmallCap Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 53 reducing their positions, and 25 closing their positions.

Holders
131
Holders Change
-16
Holders Change %
-10.88%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
38
Reduced
53
Closed
25
Calls
$17.9M
Puts
$42M
Net Calls
-$24.1M
Net Calls Change
+$4.48M

Top Buyers

1
AT
1
Arden Trust
Delaware
$17.3M
2
TC
2
Trilogy Capital
California
$21.3M
3
Jane Street
3
Jane Street
New York
$1.84M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.08M
5
Ameriprise
5
Ameriprise
Minnesota
$8.83M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$1.51M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.24M
3
Wells Fargo
3
Wells Fargo
California
$11.3M
4
GVAG
4
Great Valley Advisor Group
Delaware
$0
5
Mariner
5
Mariner
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$1.67M 41,973 -4,689 -10%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$1.51M 37,950 -248,436 -87%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.43M 35,868 +5,516 +18%
RFN
29
RDA Financial Network
Iowa
$1.38M 34,708 -11 -0%
NWA
30
Navis Wealth Advisors
New York
$1.19M 29,887 +95 +0.3%
BWP
31
Baldwin Wealth Partners
Massachusetts
$1.18M 29,698 -9,174 -24%
Truist Financial
32
Truist Financial
North Carolina
$1.15M 28,774 -9,373 -25%
Goldman Sachs
33
Goldman Sachs
New York
$1.1M 27,731 -4,375 -14%
Two Sigma Investments
34
Two Sigma Investments
New York
$1.08M 27,200 +27,200 New
SAG
35
SageView Advisory Group
California
$1.07M 26,893 -20,631 -43%
WI
36
WBI Investments
New Jersey
$1.01M 25,309 +5,117 +25%
AAS
37
Avantax Advisory Services
Texas
$898K 22,551 +13,045 +137%
HSA
38
HBK Sorce Advisory
Pennsylvania
$856K 21,479 -11,903 -36%
KAS
39
Kestra Advisory Services
Texas
$840K 21,083 +1,260 +6%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$839K 21,058 -6,703 -24%
CAN
41
Cetera Advisor Networks
California
$837K 21,012 -14,503 -41%
SCA
42
Snowden Capital Advisors
New York
$763K 19,151 +153 +0.8%
RJA
43
Raymond James & Associates
Florida
$747K 18,755 -703 -4%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$745K 18,709 -1,041 -5%
MWM
45
McNaughton Wealth Management
California
$742K 18,636 +205 +1%
CCC
46
Chelsea Counsel Company
California
$737K 18,500 – –
TLFA
47
True Link Financial Advisors
California
$720K 18,079 – –
Invesco
48
Invesco
Georgia
$705K 17,705 -28,470 -62%
SFC
49
Strategic Financial Concepts
Texas
$672K 16,878 +485 +3%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$661K 16,586 -2,177 -12%
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