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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

226 hedge funds and large institutions have $1.24B invested in Invesco S&P SmallCap Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 99 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
226
Holders Change
+44
Holders Change %
+24.18%
% of All Funds
4.46%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.24%
New
63
Increased
99
Reduced
37
Closed
13
Calls
$141K
Puts
$31.8M
Net Calls
-$31.6M
Net Calls Change
-$13.3M

Top Buyers

1
PFG
1
Pacific Financial Group
Washington
$12.1M
2
Truist Financial
2
Truist Financial
North Carolina
$11M
3
CWA
3
Core Wealth Advisors
Florida
$9.38M
4
VCM
4
Verde Capital Management
Michigan
$8.55M
5
LPL Financial
5
LPL Financial
California
$51.1M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$26.5M
2
EWM
2
Executive Wealth Management
Michigan
$26.8M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$17.9M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$9.67M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PPWM
76
PFG Private Wealth Management
Florida
$1.85M 36,348 +36,348 New
Citadel Advisors
77
Citadel Advisors
Florida
$1.85M 36,293 +20,459 +129%
CA
78
Calton & Associates
Florida
$1.85M 36,252 -7,539 -17%
FAIM
79
Financial Advocates Investment Management
Washington
$1.83M 35,987 +1,747 +5%
WAS
80
Wealth Advisory Solutions
Indiana
$1.77M 34,804 +34,804 New
RJT
81
Raymond James Trust
Florida
$1.67M 32,747 -650 -2%
CSPIA
82
Cary Street Partners Investment Advisory
Virginia
$1.65M 31,203 +31,203 New
PCS
83
Personal CFO Solutions
New Jersey
$1.64M 32,046 +22,420 +233%
BRWA
84
B. Riley Wealth Advisors
Florida
$1.62M 31,879 +3,270 +11%
RFN
85
RDA Financial Network
Iowa
$1.58M 31,381 +964 +3%
SWP
86
Stratos Wealth Partners
Ohio
$1.38M 27,034 +2,006 +8%
TRCT
87
Tower Research Capital (TRC)
New York
$1.37M 26,971 +10,699 +66%
SPI
88
Santori & Peters Inc
Pennsylvania
$1.35M 26,495 +909 +4%
HIS
89
Harvest Investment Services
Illinois
$1.35M 26,495 +16,779 +173%
BCM
90
Breiter Capital Management
Florida
$1.34M 26,373 +26,373 New
CA
91
Crumly & Associates
Illinois
$1.34M 26,255 +26,255 New
NFG
92
Next Financial Group
Texas
$1.28M 25,111 -10 -0%
WP
93
WealthPLAN Partners
Nebraska
$1.21M 23,726 +141 +0.6%
MIAN
94
Mariner Independent Advisor Network
Kansas
$1.2M 23,584 -3,049 -11%
1W
95
1776 Wealth
Georgia
$1.2M 23,578 +23,578 New
GVAG
96
Great Valley Advisor Group
Delaware
$1.2M 23,480 +1,750 +8%
GWM
97
Geneos Wealth Management
Colorado
$1.19M 23,476 +1,992 +9%
GA
98
Gateway Advisory
New Jersey
$1.18M 23,138 – –
NFG
99
Nations Financial Group
Iowa
$1.16M 22,700 +678 +3%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
– – – –
2 3
4
5 6