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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

125 hedge funds and large institutions have $535M invested in Invesco S&P SmallCap Low Volatility ETF in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
2.87%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
23
Increased
55
Reduced
30
Closed
12
Calls
$202K
Puts
$57K
Net Calls
+$145K
Net Calls Change
+$145K

Top Buyers

1
Invesco
1
Invesco
Georgia
$47.3M
2
MAP
2
Milestone Advisory Partners
North Carolina
$6.75M
3
CI
3
CX Institutional
Indiana
$5.7M
4
PI
4
PFS Investments
Georgia
$7.43M
5
Wells Fargo
5
Wells Fargo
California
$31.6M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$12.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$35.9M
3
LPL Financial
3
LPL Financial
California
$18.2M
4
USAA
4
United Services Automobile Association
Texas
$0
5
PAG
5
Private Advisor Group
New Jersey
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
CAAS
51
Capital Asset Advisory Services
Michigan
$1.08M 22,390 +3,222 +17%
CWM
52
Cornerstone Wealth Management
Missouri
$1.07M 52,128 +52,128 New
IA
53
IFP Advisors
Florida
$1.04M 21,477 +17,369 +423%
PAG
54
Private Advisor Group
New Jersey
$1.02M 20,821 -38,416 -65%
APA
55
American Portfolios Advisors
New York
$946K 19,580 -155 -0.8%
GWM
56
Geneos Wealth Management
Colorado
$917K 18,982 +18,982 New
MFG
57
Merit Financial Group
Georgia
$846K 12,276 +2,306 +23%
PAS
58
Partnervest Advisory Services
California
$824K 17,052 +2,109 +14%
AFP
59
Ausdal Financial Partners
Iowa
$762K 15,760 +3,312 +27%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$685K 14,177 +1,715 +14%
Stifel Financial
61
Stifel Financial
Missouri
$683K 14,250 +266 +2%
JIP
62
Jaffetilchin Investment Partners
Florida
$566K 11,703 -1,001 -8%
PSF
63
Pacific Sun Financial
California
$525K 10,581 +170 +2%
VC
64
Vicus Capital
Pennsylvania
$525K 10,861 +375 +4%
SFS
65
Sowell Financial Services
Arkansas
$484K 9,783 +9,783 New
Brown Advisory
66
Brown Advisory
Maryland
$459K 9,500 +9,500 New
DADC
67
D.A. Davidson & Co
Montana
$456K 9,437 -19,240 -67%
PA
68
PFG Advisors
Arizona
$434K 8,989 +567 +7%
WFWM
69
Wechter Feldman Wealth Management
New Jersey
$434K 8,982 +8,982 New
Bank of New York Mellon
70
Bank of New York Mellon
New York
$396K 8,178 -425 -5%
CFD
71
Creative Financial Designs
Indiana
$395K 8,171 -320 -4%
WEC
72
Winslow Evans & Crocker
Massachusetts
$392K 8,078 – –
BFEC
73
Benjamin F. Edwards & Company
Missouri
$385K 7,973 +3,222 +68%
SPI
74
Santori & Peters Inc
Pennsylvania
$383K 7,932 -2,322 -23%
RI
75
Ridgewood Investments
New Jersey
$364K 7,537 -54 -0.7%
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