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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

141 hedge funds and large institutions have $427M invested in Invesco S&P SmallCap Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
141
Holders Change
+3
Holders Change %
+2.17%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
46
Reduced
55
Closed
10
Calls
$28.5M
Puts
$114M
Net Calls
-$85.4M
Net Calls Change
+$243M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$33.7M
2
Mariner
2
Mariner
Kansas
$4.43M
3
SAG
3
SageView Advisory Group
California
$3.12M
4
FTUS
4
Flow Traders U.S.
New York
$2.52M
5
BWP
5
Baldwin Wealth Partners
Massachusetts
$1.74M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$383K
2
Invesco
2
Invesco
Georgia
$147M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$18.8M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.01M
Name Market Value Shares Shares
Change 		Shares
Change %
GFWA
76
Grey Fox Wealth Advisors
Delaware
$415K 9,296 +9,296 New
AC
77
Avant Capital
Louisiana
$399K 8,945 -64 -0.7%
MNBTD
78
Moody National Bank Trust Division
Texas
$394K 8,816 -407 -4%
BAM
79
Belpointe Asset Management
Nevada
$388K 8,683 -833 -9%
CIAS
80
CFS Investment Advisory Services
New Jersey
$383K 8,584 -761,377 -99%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$379K 8,423 -2,550 -23%
HIS
82
Harvest Investment Services
Illinois
$366K 8,204 +1,025 +14%
DC
83
Destiny Capital
Colorado
$347K 7,429 +7,429 New
SFP
84
Sweet Financial Partners
Minnesota
$313K 7,000 +1,500 +27%
GWM
85
Geneos Wealth Management
Colorado
$300K 6,715 -1,518 -18%
HNWAG
86
High Net Worth Advisory Group
Florida
$295K 6,596 +101 +2%
ES
87
Eagle Strategies
New York
$289K 6,467 +22 +0.3%
PSF
88
Pacific Sun Financial
California
$274K 6,145 -260 -4%
AWM
89
AE Wealth Management
Kansas
$266K 5,958 -2,653 -31%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$265K 5,945 -2,805 -32%
MI
91
Moneywise Inc
Virginia
$261K 5,847 +1 +0%
AWS
92
Atria Wealth Solutions
New York
$260K 5,831 -7,210 -55%
DADC
93
D.A. Davidson & Co
Montana
$250K 5,603 -1 -0%
LT
94
Legacy Trust
Michigan
$249K 5,570 +5,570 New
AWA
95
Alta Wealth Advisors
Massachusetts
$244K 5,474 – –
AWM
96
Accel Wealth Management
Iowa
$242K 5,418 -661 -11%
SPC
97
Sigma Planning Corp
Michigan
$239K 5,351 +208 +4%
SEP
98
Southland Equity Partners
Missouri
$228K 5,108 -63 -1%
SPIA
99
Steward Partners Investment Advisory
New York
$214K 4,799 +60 +1%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$195K 4,365 -423 -9%
2 3
4
5 6