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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

131 hedge funds and large institutions have $194M invested in Invesco S&P SmallCap Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 65 reducing their positions, and 14 closing their positions.

Holders
131
Holders Change
-2
Holders Change %
-1.5%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
24
Reduced
65
Closed
14
Calls
$74M
Puts
$146M
Net Calls
-$72.4M
Net Calls Change
-$31.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.1M
2
PPA
2
Painted Porch Advisors
California
$7.3M
3
TC
3
Trilogy Capital
California
$25.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.16M
5
Citadel Advisors
5
Citadel Advisors
Florida
$872K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.66M
2
UBS Group
2
UBS Group
Switzerland
$8.66M
3
LPL Financial
3
LPL Financial
California
$9.12M
4
MMA
4
Miracle Mile Advisors
California
$1,000K
5
SFC
5
Strategic Financial Concepts
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$475K 10,760 +47 +0.4%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$429K 9,717 -8,367 -46%
Invesco
53
Invesco
Georgia
$413K 9,361 -1,321 -12%
Two Sigma Advisers
54
Two Sigma Advisers
New York
$375K 8,500 -1,000 -11%
ES
55
Eagle Strategies
New York
$353K 7,984 +54 +0.7%
SW
56
SlateStone Wealth
Florida
$351K 7,941 -1,666 -17%
AWM
57
Accel Wealth Management
Iowa
$339K 7,676 +25 +0.3%
SFP
58
Sweet Financial Partners
Minnesota
$331K 7,500 – –
CL
59
Choreo LLC
Illinois
$330K 7,467 -293 -4%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$329K 7,441 +319 +4%
MWM
61
McNaughton Wealth Management
California
$315K 7,137 -8,335 -54%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$306K 6,929 -255 -4%
GWM
63
Geneos Wealth Management
Colorado
$289K 6,557 – –
SAG
64
SageView Advisory Group
California
$289K 6,635 -11,329 -63%
AFP
65
Ausdal Financial Partners
Iowa
$279K 6,318 -3,797 -38%
HIS
66
Harvest Investment Services
Illinois
$276K 6,253 -250 -4%
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$274K 6,196 – –
TFP
68
Traction Financial Partners
Wyoming
$273K 6,178 +6,178 New
CA
69
Cetera Advisors
Colorado
$271K 6,134 -275 -4%
BAM
70
Belpointe Asset Management
Nevada
$271K 6,129 -13 -0.2%
DC
71
Destiny Capital
Colorado
$262K 5,938 +5,938 New
AWM
72
Aspire Wealth Management
Massachusetts
$256K 5,794 -485 -8%
LT
73
Legacy Trust
Michigan
$246K 5,570 – –
AWS
74
Atria Wealth Solutions
New York
$242K 5,485 -953 -15%
PSF
75
Pacific Sun Financial
California
$241K 5,465 -480 -8%
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3
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