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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

114 hedge funds and large institutions have $157M invested in Invesco S&P SmallCap Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 16 closing their positions.

Holders
114
Holders Change
-6
Holders Change %
-5%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
28
Reduced
43
Closed
16
Calls
$43.9M
Puts
$50.5M
Net Calls
-$6.58M
Net Calls Change
+$17.7M

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$5.33M
2
KAS
2
Kestra Advisory Services
Texas
$4.53M
3
SWM
3
Sculati Wealth Management
Michigan
$6.01M
4
PPA
4
Painted Porch Advisors
California
$9.41M
5
Jane Street
5
Jane Street
New York
$891K

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$0
2
Ameriprise
2
Ameriprise
Minnesota
$1.08M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.43M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.74M
5
GSIAS
5
Garden State Investment Advisory Services
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LWM
26
Laidlaw Wealth Management
New York
$1.13M 25,835 -1,399 -5%
Ameriprise
27
Ameriprise
Minnesota
$1.08M 24,788 -40,837 -62%
AAS
28
Avantax Advisory Services
Texas
$915K 20,955 +8,280 +65%
WI
29
WBI Investments
New Jersey
$896K 20,514 -4,275 -17%
Jane Street
30
Jane Street
New York
$891K 20,414 +20,414 New
Goldman Sachs
31
Goldman Sachs
New York
$838K 19,195 +6,339 +49%
Truist Financial
32
Truist Financial
North Carolina
$819K 18,751 -3,048 -14%
RFN
33
RDA Financial Network
Iowa
$795K 18,219 -14,171 -44%
BWP
34
Baldwin Wealth Partners
Massachusetts
$724K 16,581 -149 -0.9%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$703K 16,110 -2,127 -12%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$701K 16,048 +11,498 +253%
MMA
37
Miracle Mile Advisors
California
$687K 15,745 -939 -6%
Two Sigma Investments
38
Two Sigma Investments
New York
$668K 15,300 +1,900 +14%
VF
39
Virtu Financial
New York
$667K 15,283 +15,283 New
RJA
40
Raymond James & Associates
Florida
$603K 13,822 -2,604 -16%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$578K 13,236 +1,287 +11%
SW
42
SteelPeak Wealth
California
$572K 13,100 +1,107 +9%
MML Investors Services
43
MML Investors Services
Massachusetts
$542K 12,422 -1,420 -10%
KWM
44
Kingsview Wealth Management
Oregon
$539K 12,347 +35 +0.3%
HSA
45
HBK Sorce Advisory
Pennsylvania
$504K 11,550 -1,105 -9%
AFA
46
American Financial Advisors
Georgia
$472K 10,814 -1,937 -15%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$450K 10,310 +33 +0.3%
ES
48
Eagle Strategies
New York
$430K 9,860 +9,860 New
SW
49
SlateStone Wealth
Florida
$347K 7,945 +1 +0%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$340K 7,786 -5,298 -40%
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