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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

119 hedge funds and large institutions have $138M invested in Invesco S&P SmallCap Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
26
Reduced
40
Closed
13
Calls
$43.9M
Puts
$16.3M
Net Calls
+$27.5M
Net Calls Change
+$36.3M

Top Buyers

1
SFA
1
Sequoia Financial Advisors
Ohio
$6.17M
2
Goldman Sachs
2
Goldman Sachs
New York
$5.35M
3
Raymond James Financial
3
Raymond James Financial
Florida
$1.16M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$1.06M
5
VF
5
Virtu Financial
New York
$916K

Top Sellers

1
PPA
1
Painted Porch Advisors
California
$732K
2
RWP
2
RWA Wealth Partners
Massachusetts
$0
3
Wells Fargo
3
Wells Fargo
California
$6.31M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$826K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CL
51
Choreo LLC
Illinois
$328K 6,951 -150 -2%
SMA
52
Sage Mountain Advisors
Georgia
$319K 6,750 – –
AWM
53
Accel Wealth Management
Iowa
$313K 6,627 -405 -6%
MWM
54
McNaughton Wealth Management
California
$310K 6,569 -91 -1%
GWM
55
Geneos Wealth Management
Colorado
$293K 6,210 +2 +0%
MMA
56
Miracle Mile Advisors
California
$279K 5,899 -8,194 -58%
Invesco
57
Invesco
Georgia
$275K 5,823 -771 -12%
DC
58
Destiny Capital
Colorado
$273K 5,781 – –
AC
59
Avant Capital
Louisiana
$270K 5,714 +5,714 New
LT
60
Legacy Trust
Michigan
$263K 5,570 – –
SA
61
Sanctuary Advisors
Indiana
$247K 5,163 -100 -2%
WA
62
Waverly Advisors
Alabama
$245K 5,181 +713 +16%
SAG
63
SageView Advisory Group
California
$234K 4,953 -141 -3%
BAM
64
Belpointe Asset Management
Nevada
$229K 4,741 +6 +0.1%
SEP
65
Southland Equity Partners
Missouri
$221K 4,679 -45 -1%
PA
66
Procyon Advisors
Connecticut
$219K 4,642 +4,642 New
JIP
67
Jaffetilchin Investment Partners
Florida
$218K 4,613 +53 +1%
WSFS
68
Wilmington Savings Fund Society
Delaware
$216K 4,572 +4,572 New
HIS
69
Harvest Investment Services
Illinois
$214K 4,527 +49 +1%
GRP
70
Global Retirement Partners
California
$213K 4,507 +51 +1%
HF
71
HRT Financial
New York
$210K 4,450 +4,450 New
PSF
72
Pacific Sun Financial
California
$205K 4,345 -180 -4%
TSS
73
Two Sigma Securities
New York
$205K 4,344 +4,344 New
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$152K 3,217 – –
RI
75
Ridgewood Investments
New Jersey
$141K 2,986 – –
1 2
3
4 5