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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

138 hedge funds and large institutions have $378M invested in Invesco S&P SmallCap Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 14 closing their positions.

Holders
138
Holders Change
-9
Holders Change %
-6.12%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
51
Reduced
56
Closed
14
Calls
$36.4M
Puts
$365M
Net Calls
-$329M
Net Calls Change
-$112M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$21.4M
2
Wells Fargo
2
Wells Fargo
California
$17.7M
3
UBS Group
3
UBS Group
Switzerland
$13.4M
4
TRCT
4
Tower Research Capital (TRC)
New York
$921K
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$770K

Top Sellers

1
SFS
1
Sowell Financial Services
Arkansas
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.18M
3
ACM
3
Ashford Capital Management
Delaware
$0
4
PWAG
4
Polaris Wealth Advisory Group
California
$0
5
Invesco
5
Invesco
Georgia
$138M
Name Market Value Shares Shares
Change 		Shares
Change %
CIAS
51
CFS Investment Advisory Services
New Jersey
$770K 769,961 +750,164 +3,789%
MWM
52
McNaughton Wealth Management
California
$755K 18,614 +935 +5%
TLFA
53
True Link Financial Advisors
California
$733K 18,079 – –
AFA
54
American Financial Advisors
Georgia
$728K 17,937 +17,937 New
KWM
55
Kingsview Wealth Management
Oregon
$673K 16,599 +201 +1%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$620K 15,280 -1,254 -8%
AAS
57
Avantax Advisory Services
Texas
$590K 14,547 -946 -6%
TC
58
Trilogy Capital
California
$581K 14,328 +1,704 +13%
9WM
59
9258 Wealth Management
Ohio
$570K 14,038 -1,302 -8%
FNBT
60
FineMark National Bank & Trust
Florida
$551K 13,591 -1,144 -8%
NA
61
NewEdge Advisors
Louisiana
$542K 13,341 +37 +0.3%
SW
62
SteelPeak Wealth
California
$536K 13,213 +3,351 +34%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$529K 13,048 +6,427 +97%
AWS
64
Atria Wealth Solutions
New York
$529K 13,041 -826 -6%
AFP
65
Ausdal Financial Partners
Iowa
$526K 12,967 +182 +1%
DCM
66
Dimension Capital Management
Florida
$523K 12,911 – –
E
67
ETFidea
New York
$493K 12,151 +3,504 +41%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$474K 11,688 -17,022 -59%
HGERS
69
Householder Group Estate & Retirement Specialist
Arizona
$472K 11,650 -3,296 -22%
HI
70
Horizon Investments
North Carolina
$470K 11,588 -1,181 -9%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$448K 10,973 -435 -4%
FFS
72
Founders Financial Securities
Maryland
$418K 10,299 -1,154 -10%
BAM
73
Belpointe Asset Management
Nevada
$386K 9,516 -446 -4%
Jane Street
74
Jane Street
New York
$378K 9,316 -9,726 -51%
MNBTD
75
Moody National Bank Trust Division
Texas
$374K 9,223 -54 -0.6%
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