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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

138 hedge funds and large institutions have $378M invested in Invesco S&P SmallCap Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 14 closing their positions.

Holders
138
Holders Change
-9
Holders Change %
-6.12%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
51
Reduced
56
Closed
14
Calls
$36.4M
Puts
$365M
Net Calls
-$329M
Net Calls Change
-$112M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$21.4M
2
Wells Fargo
2
Wells Fargo
California
$17.7M
3
UBS Group
3
UBS Group
Switzerland
$13.4M
4
TRCT
4
Tower Research Capital (TRC)
New York
$921K
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$770K

Top Sellers

1
SFS
1
Sowell Financial Services
Arkansas
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.18M
3
ACM
3
Ashford Capital Management
Delaware
$0
4
PWAG
4
Polaris Wealth Advisory Group
California
$0
5
Invesco
5
Invesco
Georgia
$138M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
76
Avant Capital
Louisiana
$365K 9,009 -479 -5%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$355K 8,750 -5,873 -40%
AWM
78
AE Wealth Management
Kansas
$349K 8,611 +8,611 New
GWM
79
Geneos Wealth Management
Colorado
$334K 8,233 -5,833 -41%
CA
80
Cetera Advisors
Colorado
$320K 7,882 -770 -9%
WWM
81
Western Wealth Management
Colorado
$314K 7,695 +7,695 New
WIA
82
World Investment Advisors
California
$310K 7,643 -2,880 -27%
QWM
83
QP Wealth Management
New Jersey
$300K 7,355 -90 -1%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$300K 7,392 +411 +6%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$299K 7,379 +7,379 New
HIS
86
Harvest Investment Services
Illinois
$291K 7,179 -669 -9%
HNWAG
87
High Net Worth Advisory Group
Florida
$263K 6,495 +5 +0.1%
ES
88
Eagle Strategies
New York
$261K 6,445 +312 +5%
PSF
89
Pacific Sun Financial
California
$260K 6,405 +130 +2%
AWM
90
Accel Wealth Management
Iowa
$258K 6,079 – –
MI
91
Moneywise Inc
Virginia
$237K 5,846 +9 +0.2%
FHA
92
First Horizon Advisors
Tennessee
$236K 5,844 -21 -0.4%
DADC
93
D.A. Davidson & Co
Montana
$227K 5,604 -217 -4%
SFP
94
Sweet Financial Partners
Minnesota
$223K 5,500 – –
AWA
95
Alta Wealth Advisors
Massachusetts
$222K 5,474 – –
SEP
96
Southland Equity Partners
Missouri
$210K 5,171 -6 -0.1%
SPC
97
Sigma Planning Corp
Michigan
$209K 5,143 -23 -0.4%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$194K 4,788 +2,299 +92%
SPIA
99
Steward Partners Investment Advisory
New York
$192K 4,739 -249 -5%
CFGS
100
Concourse Financial Group Securities
Alabama
$131K 3,220 -1,916 -37%
2 3
4
5 6