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Invesco S&P SmallCap Low Volatility ETF

112 hedge funds and large institutions have $127M invested in Invesco S&P SmallCap Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-7
Holders Change %
-5.88%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
24
Reduced
43
Closed
17
Calls
$18.8M
Puts
$18.2M
Net Calls
+$616K
Net Calls Change
-$26.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SMA
51
Sage Mountain Advisors
Georgia
$312K
AWM
52
Accel Wealth Management
Iowa
$306K
CL
53
Choreo LLC
Illinois
$305K -$16.3K -353 -5%
MWM
54
McNaughton Wealth Management
California
$303K
GS
55
GWN Securities
Florida
$291K +$291K +6,387 New
Invesco
56
Invesco
Georgia
$274K +$5.22K +113 +2%
AC
57
Avant Capital
Louisiana
$264K
LT
58
Legacy Trust
Michigan
$257K
DC
59
Destiny Capital
Colorado
$253K -$14.1K -305 -5%
SP
60
Symmetry Partners
Connecticut
$250K +$250K +5,409 New
WA
61
Waverly Advisors
Alabama
$230K -$9.24K -200 -4%
SAG
62
SageView Advisory Group
California
$215K -$14.1K -305 -6%
JIP
63
Jaffetilchin Investment Partners
Florida
$213K +$92 +2 +0%
Jane Street
64
Jane Street
New York
$211K +$211K +4,577 New
SEP
65
Southland Equity Partners
Missouri
$206K -$10K -217 -5%
Stifel Financial
66
Stifel Financial
Missouri
$204K +$204K +4,426 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$136K -$12.3K -267 -8%
RI
68
Ridgewood Investments
New Jersey
$132K -$5.54K -120 -4%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$129K
Comerica Bank
70
Comerica Bank
Texas
$126K -$11.7K -253 -9%
PTC
71
Private Trust Company
Ohio
$125K -$7.2K -156 -5%
PPA
72
Painted Porch Advisors
California
$102K -$614K -13,297 -86%
JHCP
73
Jackson Hole Capital Partners
Oklahoma
$88.7K
SPIA
74
Steward Partners Investment Advisory
New York
$82.4K -$34.3K -743 -29%
FFA
75
Farther Finance Advisors
California
$70.6K +$67.8K +1,462 +2,478%