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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

141 hedge funds and large institutions have $427M invested in Invesco S&P SmallCap Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
141
Holders Change
+3
Holders Change %
+2.17%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
46
Reduced
55
Closed
10
Calls
$28.5M
Puts
$114M
Net Calls
-$85.4M
Net Calls Change
+$243M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$33.7M
2
Mariner
2
Mariner
Kansas
$4.43M
3
SAG
3
SageView Advisory Group
California
$3.12M
4
FTUS
4
Flow Traders U.S.
New York
$2.52M
5
BWP
5
Baldwin Wealth Partners
Massachusetts
$1.74M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$383K
2
Invesco
2
Invesco
Georgia
$147M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$18.8M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.01M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$831K 18,618 +11,226 +152%
HI
52
Horizon Investments
North Carolina
$831K 18,601 +7,013 +61%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$829K 18,556 +6,868 +59%
CCC
54
Chelsea Counsel Company
California
$826K 18,500 +18,500 New
MWM
55
McNaughton Wealth Management
California
$823K 18,431 -183 -1%
SW
56
SlateStone Wealth
Florida
$818K 18,313 -3,078 -14%
TLFA
57
True Link Financial Advisors
California
$807K 18,079 – –
TC
58
Trilogy Capital
California
$806K 18,057 +3,729 +26%
AFA
59
American Financial Advisors
Georgia
$760K 17,023 -914 -5%
KWM
60
Kingsview Wealth Management
Oregon
$721K 16,151 -448 -3%
E
61
ETFidea
New York
$705K 15,782 +3,631 +30%
FFS
62
Founders Financial Securities
Maryland
$701K 15,701 +5,402 +52%
AAS
63
Avantax Advisory Services
Texas
$689K 15,424 +877 +6%
9WM
64
9258 Wealth Management
Ohio
$610K 13,651 -387 -3%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$598K 13,395 +347 +3%
AFP
66
Ausdal Financial Partners
Iowa
$586K 13,133 +166 +1%
DCM
67
Dimension Capital Management
Florida
$577K 12,911 – –
SW
68
SteelPeak Wealth
California
$558K 12,491 -722 -5%
CA
69
Cetera Advisors
Colorado
$540K 12,089 +4,207 +53%
Jane Street
70
Jane Street
New York
$512K 11,457 +2,141 +23%
N
71
Natixis
France
$505K 11,303 +11,303 New
LWM
72
Lodestone Wealth Management
Washington
$499K 11,168 +11,168 New
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$454K 10,156 -5,124 -34%
NA
74
NewEdge Advisors
Louisiana
$442K 14,804 +1,463 +11%
FNBT
75
FineMark National Bank & Trust
Florida
$433K 9,703 -3,888 -29%
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