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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

172 hedge funds and large institutions have $579M invested in Invesco S&P SmallCap Low Volatility ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 51 closing their positions.

Holders
172
Holders Change
-34
Holders Change %
-16.5%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
18
Increased
58
Reduced
76
Closed
51
Calls
$16.9M
Puts
$26.7M
Net Calls
-$9.82M
Net Calls Change
+$3.28M

Top Buyers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$49.3M
2
SW
2
SlateStone Wealth
Florida
$10.1M
3
PI
3
PFS Investments
Georgia
$13M
4
Invesco
4
Invesco
Georgia
$41.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.66M
2
Wells Fargo
2
Wells Fargo
California
$20.8M
3
Ameriprise
3
Ameriprise
Minnesota
$37.6M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.29M
5
EWM
5
Executive Wealth Management
Michigan
$453K
Name Market Value Shares Shares
Change 		Shares
Change %
FAIM
51
Financial Advocates Investment Management
Washington
$1.98M 58,384 +9,260 +19%
AAP
52
Arax Advisory Partners
Colorado
$1.97M 58,271 +39,430 +209%
LNC
53
Lincoln National Corp
Pennsylvania
$1.87M 55,273 +647 +1%
FFS
54
Founders Financial Securities
Maryland
$1.82M 53,635 +32,331 +152%
NA
55
NewEdge Advisors
Louisiana
$1.67M 49,339 -3,338 -6%
CIC
56
Carnegie Investment Counsel
Ohio
$1.57M 46,339 +1,689 +4%
RJA
57
Raymond James & Associates
Florida
$1.51M 44,626 -125,599 -74%
PCS
58
Personal CFO Solutions
New Jersey
$1.36M 40,072 +6,311 +19%
PGAM
59
Princeton Global Asset Management
New Jersey
$1.36M 40,083 +24,183 +152%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$1.27M 37,460 -22,483 -38%
RFN
61
RDA Financial Network
Iowa
$1.26M 37,166 +1,837 +5%
SPI
62
Santori & Peters Inc
Pennsylvania
$1.25M 36,844 +5,959 +19%
WAS
63
Wealth Advisory Solutions
Indiana
$1.23M 36,405 +11,678 +47%
CA
64
Calton & Associates
Florida
$1.21M 35,812 +2,092 +6%
9WM
65
9258 Wealth Management
Ohio
$1.2M 35,435 -1,875 -5%
Stifel Financial
66
Stifel Financial
Missouri
$1.04M 30,604 -16,665 -35%
BWA
67
Beam Wealth Advisors
Louisiana
$977K 29,150 -1,452 -5%
IA
68
IFG Advisory
Georgia
$945K 27,916 -4,860 -15%
NFG
69
Next Financial Group
Texas
$938K 27,700 +1,110 +4%
KWM
70
Kingsview Wealth Management
Oregon
$924K 27,297 -1,108 -4%
IWM
71
IHT Wealth Management
Illinois
$839K 24,775 -17,867 -42%
Goldman Sachs
72
Goldman Sachs
New York
$837K 24,721 +24,721 New
NFG
73
Nations Financial Group
Iowa
$823K 24,307 +867 +4%
SWP
74
Stratos Wealth Partners
Ohio
$789K 23,290 -4,102 -15%
SWM
75
Sculati Wealth Management
Michigan
$777K 22,943 +22,943 New
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