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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

114 hedge funds and large institutions have $157M invested in Invesco S&P SmallCap Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 16 closing their positions.

Holders
114
Holders Change
-6
Holders Change %
-5%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
28
Reduced
43
Closed
16
Calls
$43.9M
Puts
$50.5M
Net Calls
-$6.58M
Net Calls Change
+$17.7M

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$5.33M
2
KAS
2
Kestra Advisory Services
Texas
$4.53M
3
SWM
3
Sculati Wealth Management
Michigan
$6.01M
4
PPA
4
Painted Porch Advisors
California
$9.41M
5
Jane Street
5
Jane Street
New York
$891K

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$0
2
Ameriprise
2
Ameriprise
Minnesota
$1.08M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.43M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.74M
5
GSIAS
5
Garden State Investment Advisory Services
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
51
Accel Wealth Management
Iowa
$335K 7,664 +554 +8%
CL
52
Choreo LLC
Illinois
$323K 7,446 +149 +2%
MWM
53
McNaughton Wealth Management
California
$312K 7,137 – –
Invesco
54
Invesco
Georgia
$304K 6,955 -592 -8%
SMA
55
Sage Mountain Advisors
Georgia
$295K 6,750 – –
WA
56
Waverly Advisors
Alabama
$290K 6,648 +6,648 New
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$281K 6,442 -141 -2%
GWM
58
Geneos Wealth Management
Colorado
$271K 6,207 -200 -3%
Two Sigma Advisers
59
Two Sigma Advisers
New York
$262K 6,000 +200 +3%
DC
60
Destiny Capital
Colorado
$259K 5,938 – –
AWS
61
Atria Wealth Solutions
New York
$251K 5,752 +534 +10%
SAG
62
SageView Advisory Group
California
$247K 5,664 +5,664 New
LT
63
Legacy Trust
Michigan
$243K 5,570 – –
HIS
64
Harvest Investment Services
Illinois
$212K 4,859 -1,377 -22%
SEP
65
Southland Equity Partners
Missouri
$210K 4,801 -14 -0.3%
PSF
66
Pacific Sun Financial
California
$207K 4,745 -620 -12%
BAM
67
Belpointe Asset Management
Nevada
$205K 4,689 -1,134 -19%
GRP
68
Global Retirement Partners
California
$194K 4,433 -12 -0.3%
HGERS
69
Householder Group Estate & Retirement Specialist
Arizona
$175K 4,023 -972 -19%
AWM
70
Aspire Wealth Management
Massachusetts
$160K 3,675 -1,479 -29%
NA
71
NewEdge Advisors
Louisiana
$145K 3,319 -4,891 -60%
Comerica Bank
72
Comerica Bank
Texas
$145K 3,313 -530 -14%
RI
73
Ridgewood Investments
New Jersey
$144K 3,300 +3,300 New
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$140K 3,217 -774 -19%
PTC
75
Private Trust Company
Ohio
$134K 3,075 +2,865 +1,364%
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