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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

116 hedge funds and large institutions have $464M invested in Invesco S&P SmallCap Low Volatility ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
2.66%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
13
Increased
49
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KFA
Kays Financial Advisory
Georgia
+$21.9M
2
UBS Group
UBS Group
Switzerland
+$4.22M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.94M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.18M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$11.8M
2
RJA
Raymond James & Associates
Florida
-$11.2M
3
EC
Estate Counselors
Wisconsin
-$9.39M
4
Stifel Financial
Stifel Financial
Missouri
-$8.44M
5
Morgan Stanley
Morgan Stanley
New York
-$8.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
51
American Portfolios Advisors
New York
$888K +$3.83K +85 +0.4%
CAAS
52
Capital Asset Advisory Services
Michigan
$863K +$46.7K +1,038 +6%
CAN
53
Cetera Advisor Networks
California
$853K -$280K -6,200 -25%
PAS
54
Partnervest Advisory Services
California
$673K +$11.1K +247 +2%
Stifel Financial
55
Stifel Financial
Missouri
$626K -$8.44M -188,434 -93%
FA
56
FDx Advisors
Illinois
$612K -$17.7K -394 -3%
PWS
57
Paragon Wealth Strategies
Florida
$588K -$88.1K -1,958 -13%
SMC
58
Smith, Moore & Co
Missouri
$573K +$11.1K +246 +2%
JIP
59
Jaffetilchin Investment Partners
Florida
$572K +$572K +12,704 New
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$561K +$486K +10,803 +651%
AFP
61
Ausdal Financial Partners
Iowa
$560K -$367K -8,165 -40%
NFG
62
Next Financial Group
Texas
$490K +$490K +10,877 New
VC
63
Vicus Capital
Pennsylvania
$472K -$1.43M -31,786 -75%
PSF
64
Pacific Sun Financial
California
$469K +$469K +10,411 New
SPI
65
Santori & Peters Inc
Pennsylvania
$461K -$64.3K -1,431 -12%
MFG
66
Merit Financial Group
Georgia
$448K -$7.95K -177 -2%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$388K +$22.9K +507 +6%
CFD
68
Creative Financial Designs
Indiana
$382K -$270K -5,993 -41%
PA
69
PFG Advisors
Arizona
$379K +$16.9K +375 +5%
WEC
70
Winslow Evans & Crocker
Massachusetts
$364K – – –
WDL
71
Well Done LLC
Michigan
$343K -$32.1K -714 -9%
RI
72
Ridgewood Investments
New Jersey
$342K -$4.91K -109 -1%
BSW
73
Buckingham Strategic Wealth
Missouri
$334K +$41.6K +925 +14%
CA
74
Cetera Advisors
Colorado
$308K -$2.25K -50 -0.7%
CA
75
Calton & Associates
Florida
$307K -$10.5K -233 -3%
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3
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