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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

133 hedge funds and large institutions have $177M invested in Invesco S&P SmallCap Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 52 reducing their positions, and 16 closing their positions.

Holders
133
Holders Change
+2
Holders Change %
+1.53%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
32
Reduced
52
Closed
16
Calls
$33.2M
Puts
$74M
Net Calls
-$40.8M
Net Calls Change
-$16.7M

Top Buyers

1
PWAG
1
Polaris Wealth Advisory Group
California
$4.47M
2
EBWM
2
Eagle Bluffs Wealth Management
Missouri
$2.84M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.57M
4
TC
4
Trilogy Capital
California
$21.5M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$2.94M

Top Sellers

1
AT
1
Arden Trust
Delaware
$0
2
Ameriprise
2
Ameriprise
Minnesota
$2.88M
3
UBS Group
3
UBS Group
Switzerland
$9.48M
4
Jane Street
4
Jane Street
New York
$0
5
BCM
5
Brookstone Capital Management
Illinois
$9.55M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$579K 14,684 -6,399 -30%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$574K 14,555 -2,031 -12%
MML Investors Services
53
MML Investors Services
Massachusetts
$538K 13,633 -2,661 -16%
HSA
54
HBK Sorce Advisory
Pennsylvania
$495K 12,552 -8,927 -42%
SW
55
SteelPeak Wealth
California
$493K 12,501 -2,083 -14%
AWM
56
AE Wealth Management
Kansas
$492K 12,482 +12,482 New
N
57
Natixis
France
$455K 11,469 +130 +1%
IPW
58
Impact Partnership Wealth
Georgia
$431K 10,933 +10,933 New
NA
59
NewEdge Advisors
Louisiana
$423K 10,713 -251 -2%
Invesco
60
Invesco
Georgia
$421K 10,682 -7,023 -40%
AFP
61
Ausdal Financial Partners
Iowa
$399K 10,115 -298 -3%
SW
62
SlateStone Wealth
Florida
$379K 9,607 +2 +0%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$375K 9,500 +2,600 +38%
Citadel Advisors
64
Citadel Advisors
Florida
$351K 8,889 +677 +8%
AC
65
Avant Capital
Louisiana
$336K 8,513 -90 -1%
ES
66
Eagle Strategies
New York
$313K 7,930 +1,379 +21%
CL
67
Choreo LLC
Illinois
$306K 7,760 +2 +0%
AWM
68
Accel Wealth Management
Iowa
$302K 7,651 +1 +0%
SFP
69
Sweet Financial Partners
Minnesota
$296K 7,500 – –
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$283K 7,184 -203 -3%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$281K 7,122 -3,875 -35%
GWM
72
Geneos Wealth Management
Colorado
$259K 6,557 – –
HIS
73
Harvest Investment Services
Illinois
$256K 6,503 +268 +4%
AWS
74
Atria Wealth Solutions
New York
$254K 6,438 +3 +0%
CA
75
Cetera Advisors
Colorado
$253K 6,409 -275 -4%
1 2
3
4 5