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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

150 hedge funds and large institutions have $617M invested in Invesco S&P SmallCap Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 56 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+16
Holders Change %
+11.94%
% of All Funds
3.35%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
37
Increased
56
Reduced
37
Closed
18
Calls
$1.45M
Puts
$58.6M
Net Calls
-$57.2M
Net Calls Change
-$57.2M

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$27.7M
2
Wells Fargo
Wells Fargo
California
$39.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.5M
4
AI
Atria Investments
North Carolina
$22.3M
5
EC
Estate Counselors
Wisconsin
$5.13M

Top Sellers

1
MAP
Milestone Advisory Partners
North Carolina
$0
2
HNB
Huntington National Bank
Ohio
$6.72M
3
PAG
Private Advisor Group
New Jersey
$0
4
Bank of America
Bank of America
North Carolina
$21.5M
5
Morgan Stanley
Morgan Stanley
New York
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
51
First Allied Advisory Services
California
$1.36M -$139K -3,254 -9%
BTS
52
BB&T Securities
Virginia
$1.34M -$1.72M -40,362 -56%
Axa
53
Axa
France
$1.32M +$133K +3,120 +11%
PCFFS
54
Pacific Center for Financial Services
California
$1.31M +$70.6K +1,657 +6%
FFS
55
Founders Financial Securities
Maryland
$1.29M -$70.5K -1,654 -5%
AFNAS
56
American Financial Network Advisory Services
California
$1.27M -$192K -4,499 -13%
9WM
57
9258 Wealth Management
Ohio
$1.11M +$1.11M +26,017 New
GA
58
Gateway Advisory
New Jersey
$1.1M -$54.7K -1,283 -5%
Stifel Financial
59
Stifel Financial
Missouri
$1.08M +$415K +9,789 +62%
CAN
60
Cetera Advisor Networks
California
$966K +$219K +5,137 +29%
PWS
61
Paragon Wealth Strategies
Florida
$958K -$37.2K -873 -4%
WEC
62
Winslow Evans & Crocker
Massachusetts
$948K – – –
IA
63
IFP Advisors
Florida
$904K -$294K -6,908 -25%
AWMS
64
Advocacy Wealth Management Services
Georgia
$847K -$782K -18,343 -48%
WIM
65
Waverton Investment Management
United Kingdom
$835K +$835K +36,600 New
GWM
66
Geneos Wealth Management
Colorado
$813K -$21.9K -515 -3%
MIAN
67
Mariner Independent Advisor Network
Kansas
$806K +$806K +18,124 New
SS
68
Simplicity Solutions
Minnesota
$755K -$800K -18,776 -51%
PAS
69
Partnervest Advisory Services
California
$750K +$14.1K +331 +2%
Brown Advisory
70
Brown Advisory
Maryland
$733K +$102K +2,400 +16%
AFP
71
Ausdal Financial Partners
Iowa
$701K -$81.1K -1,901 -10%
CAAS
72
Capital Asset Advisory Services
Michigan
$662K -$235K -5,511 -26%
FFBTD
73
First Financial Bank - Trust Division
Ohio
$655K – – –
Goldman Sachs
74
Goldman Sachs
New York
$582K +$317K +7,434 +120%
AAP
75
Arax Advisory Partners
Colorado
$568K +$568K +13,317 New
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3
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