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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 $194M invested in Invesco S&P SmallCap Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 65 reducing their positions, and 14 closing their positions.

Holders
131
Holders Change
-2
Holders Change %
-1.5%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
24
Reduced
65
Closed
14
Calls
$74M
Puts
$146M
Net Calls
-$72.4M
Net Calls Change
-$31.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.1M
2
PPA
2
Painted Porch Advisors
California
$7.3M
3
TC
3
Trilogy Capital
California
$25.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.16M
5
Citadel Advisors
5
Citadel Advisors
Florida
$872K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.66M
2
UBS Group
2
UBS Group
Switzerland
$8.66M
3
LPL Financial
3
LPL Financial
California
$9.12M
4
MMA
4
Miracle Mile Advisors
California
$1,000K
5
SFC
5
Strategic Financial Concepts
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.57M 35,538 -6,218 -15%
RFN
27
RDA Financial Network
Iowa
$1.46M 33,106 -876 -3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.32M 29,831 -6,043 -17%
LWM
29
Laidlaw Wealth Management
New York
$1.3M 29,462 -19,998 -40%
GSIAS
30
Garden State Investment Advisory Services
New Jersey
$1.16M 26,251 +8,770 +50%
BWP
31
Baldwin Wealth Partners
Massachusetts
$1.14M 25,905 -2,699 -9%
Truist Financial
32
Truist Financial
North Carolina
$1.08M 24,536 -3,604 -13%
MMA
33
Miracle Mile Advisors
California
$1,000K 22,649 -25,254 -53%
Two Sigma Investments
34
Two Sigma Investments
New York
$989K 22,400 -11,400 -34%
CAN
35
Cetera Advisor Networks
California
$932K 21,112 -937 -4%
Citadel Advisors
36
Citadel Advisors
Florida
$872K 19,755 +10,866 +122%
WI
37
WBI Investments
New Jersey
$852K 19,287 -1,138 -6%
CCC
38
Chelsea Counsel Company
California
$817K 18,500 – –
RJA
39
Raymond James & Associates
Florida
$687K 15,561 -1,218 -7%
MML Investors Services
40
MML Investors Services
Massachusetts
$651K 14,755 +1,122 +8%
SCA
41
Snowden Capital Advisors
New York
$643K 14,558 -3,955 -21%
AAS
42
Avantax Advisory Services
Texas
$641K 14,521 -14,324 -50%
KAS
43
Kestra Advisory Services
Texas
$634K 14,350 -334 -2%
AFA
44
American Financial Advisors
Georgia
$612K 13,866 -1,898 -12%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$605K 13,695 -2,740 -17%
KWM
46
Kingsview Wealth Management
Oregon
$599K 13,575 -2,071 -13%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$573K 12,969 -1,586 -11%
HSA
48
HBK Sorce Advisory
Pennsylvania
$558K 12,647 +95 +0.8%
N
49
Natixis
France
$501K 11,334 -135 -1%
Goldman Sachs
50
Goldman Sachs
New York
$500K 11,319 -6,681 -37%
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