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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

133 hedge funds and large institutions have $177M invested in Invesco S&P SmallCap Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 52 reducing their positions, and 16 closing their positions.

Holders
133
Holders Change
+2
Holders Change %
+1.53%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
32
Reduced
52
Closed
16
Calls
$33.2M
Puts
$74M
Net Calls
-$40.8M
Net Calls Change
-$16.7M

Top Buyers

1
PWAG
1
Polaris Wealth Advisory Group
California
$4.47M
2
EBWM
2
Eagle Bluffs Wealth Management
Missouri
$2.84M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.57M
4
TC
4
Trilogy Capital
California
$21.5M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$2.94M

Top Sellers

1
AT
1
Arden Trust
Delaware
$0
2
Ameriprise
2
Ameriprise
Minnesota
$2.88M
3
UBS Group
3
UBS Group
Switzerland
$9.48M
4
Jane Street
4
Jane Street
New York
$0
5
BCM
5
Brookstone Capital Management
Illinois
$9.55M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$1.67M 42,265 -231 -0.5%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$1.65M 41,756 -1,733 -4%
EH
28
Equitable Holdings
New York
$1.58M 40,042 -1,931 -5%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.41M 35,874 +6 +0%
RFN
30
RDA Financial Network
Iowa
$1.34M 33,982 -726 -2%
Two Sigma Investments
31
Two Sigma Investments
New York
$1.33M 33,800 +6,600 +24%
AAS
32
Avantax Advisory Services
Texas
$1.14M 28,845 +6,294 +28%
BWP
33
Baldwin Wealth Partners
Massachusetts
$1.13M 28,604 -1,094 -4%
Truist Financial
34
Truist Financial
North Carolina
$1.11M 28,140 -634 -2%
SFC
35
Strategic Financial Concepts
Texas
$967K 24,529 +7,651 +45%
CAN
36
Cetera Advisor Networks
California
$870K 22,049 +1,037 +5%
WI
37
WBI Investments
New Jersey
$806K 20,425 -4,884 -19%
NWA
38
Navis Wealth Advisors
New York
$761K 19,297 -10,590 -35%
SCA
39
Snowden Capital Advisors
New York
$730K 18,513 -638 -3%
CCC
40
Chelsea Counsel Company
California
$730K 18,500 – –
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$713K 18,084 +18,084 New
TLFA
42
True Link Financial Advisors
California
$713K 18,079 – –
Goldman Sachs
43
Goldman Sachs
New York
$710K 18,000 -9,731 -35%
SAG
44
SageView Advisory Group
California
$709K 17,964 -8,929 -33%
GSIAS
45
Garden State Investment Advisory Services
New Jersey
$689K 17,481 +2,305 +15%
RJA
46
Raymond James & Associates
Florida
$662K 16,779 -1,976 -11%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$648K 16,435 -2,274 -12%
AFA
48
American Financial Advisors
Georgia
$622K 15,764 -161 -1%
KWM
49
Kingsview Wealth Management
Oregon
$617K 15,646 -515 -3%
MWM
50
McNaughton Wealth Management
California
$610K 15,472 -3,164 -17%
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