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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

91 hedge funds and large institutions have $445M invested in Invesco S&P SmallCap Low Volatility ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
16
Increased
43
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$40.4M
2
LNC
2
Lincoln National Corp
Pennsylvania
$7.04M
3
Ameriprise
3
Ameriprise
Minnesota
$20M
4
RJA
4
Raymond James & Associates
Florida
$19.5M
5
HI
5
Horizon Investments
North Carolina
$3.24M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.3M
2
UBS Group
2
UBS Group
Switzerland
$26.4M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$11.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$477K
5
GA
5
Gateway Advisory
New Jersey
$1.97M
Name Market Value Shares Shares
Change 		Shares
Change %
PFGIA
76
Patriot Financial Group Insurance Agency
Massachusetts
$113K 2,685 +2,685 New
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$91K 2,127 +722 +51%
WA
78
WFG Advisors
Texas
$88K 2,063 -855 -29%
US Bancorp
79
US Bancorp
Minnesota
$73K 1,708 +140 +9%
NFG
80
Next Financial Group
Texas
$53K 1,213 -2,689 -69%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$39K 900 – –
ASN
82
Advisory Services Network
Georgia
$31K 730 +730 New
PA
83
Parallel Advisors
California
$29K 661 +70 +12%
PMFA
84
Plante Moran Financial Advisors
Michigan
$28K 664 +37 +6%
GBBWRPM
85
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$21K 472 – –
First Manhattan
86
First Manhattan
New York
$21K 490 +490 New
AIM
87
Advantage Investment Management
Iowa
$19K 450 +204 +83%
CAL
88
Capital Advisors Ltd
Ohio
$13K 300 – –
IWM
89
IHT Wealth Management
Illinois
$2K 50 +50 New
BTIS
90
BB&T Investment Services
North Carolina
$1K 33 +33 New
FFA
91
Fragasso Financial Advisors
Pennsylvania
– – -29,793 Closed
Lido Advisors
92
Lido Advisors
California
– – -13,077 Closed
IFS
93
Ifrah Financial Services
Arkansas
– – -9,441 Closed
PAG
94
Private Advisory Group
Washington
– – -9,441 Closed
AGM
95
Alpine Global Management
New York
– – -8,110 Closed
UCFA
96
United Capital Financial Advisors
Texas
– – -4,764 Closed
Parallax Volatility Advisers
97
Parallax Volatility Advisers
California
$0 1 – –
CFA
98
Carroll Financial Associates
North Carolina
$0 15 – –
1 2 3
4