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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

150 hedge funds and large institutions have $617M invested in Invesco S&P SmallCap Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 56 increasing their positions, 37 reducing their positions, and 18 closing their positions.

Holders
150
Holders Change
+16
Holders Change %
+11.94%
% of All Funds
3.35%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
37
Increased
56
Reduced
37
Closed
18
Calls
$1.45M
Puts
$58.6M
Net Calls
-$57.2M
Net Calls Change
-$57.2M

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$27.7M
2
Wells Fargo
2
Wells Fargo
California
$39.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.5M
4
AI
4
Atria Investments
North Carolina
$22.3M
5
EC
5
Estate Counselors
Wisconsin
$5.13M

Top Sellers

1
MAP
1
Milestone Advisory Partners
North Carolina
$0
2
HNB
2
Huntington National Bank
Ohio
$6.72M
3
PAG
3
Private Advisor Group
New Jersey
$0
4
Bank of America
4
Bank of America
North Carolina
$21.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPI
76
Santori & Peters Inc
Pennsylvania
$528K +$113K +2,664 +27%
BFEC
77
Benjamin F. Edwards & Company
Missouri
$513K +$158K +3,719 +45%
DADC
78
D.A. Davidson & Co
Montana
$500K -$1.15K -27 -0.2%
PPP
79
Private Portfolio Partners
New Jersey
$472K +$472K +11,060 New
VC
80
Vicus Capital
Pennsylvania
$462K -$4.18K -98 -0.9%
AA
81
Advisory Alpha
Michigan
$458K +$458K +9,675 New
WDL
82
Well Done LLC
Michigan
$433K +$115K +2,693 +36%
CC
83
Claybrook Capital
Massachusetts
$433K +$433K +10,144 New
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$427K -$122K -2,869 -22%
KWM
85
Kingsview Wealth Management
Oregon
$415K +$104K +2,437 +33%
BSW
86
Buckingham Strategic Wealth
Missouri
$379K +$62.1K +1,455 +20%
RI
87
Ridgewood Investments
New Jersey
$373K – – –
MAFM
88
Mid Atlantic Financial Management
Pennsylvania
$372K +$372K +8,718 New
SFS
89
Sowell Financial Services
Arkansas
$367K -$14.9K -349 -4%
WWM
90
Western Wealth Management
Colorado
$357K +$357K +8,337 New
SMC
91
Smith, Moore & Co
Missouri
$353K +$24.7K +579 +8%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$345K -$2.68K -63 -0.8%
CC
93
Courier Capital
New York
$325K +$128 +3 +0%
SBL
94
Sargent Bickham Lagudis
Colorado
$324K – – –
CA
95
Calton & Associates
Florida
$320K +$40.1K +942 +14%
JIP
96
Jaffetilchin Investment Partners
Florida
$318K +$318K +7,449 New
FHC
97
First Heartland Consultants
Missouri
$313K -$37.1K -871 -11%
CAN
98
Claraphi Advisory Network
United States
$312K +$312K +7,326 New
CFD
99
Creative Financial Designs
Indiana
$295K +$10.3K +242 +4%
BF
100
BOK Financial
Oklahoma
$281K +$281K +6,600 New
2 3
4
5 6