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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

133 hedge funds and large institutions have $177M invested in Invesco S&P SmallCap Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 52 reducing their positions, and 16 closing their positions.

Holders
133
Holders Change
+2
Holders Change %
+1.53%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
32
Reduced
52
Closed
16
Calls
$33.2M
Puts
$74M
Net Calls
-$40.8M
Net Calls Change
-$16.7M

Top Buyers

1
PWAG
1
Polaris Wealth Advisory Group
California
$4.47M
2
EBWM
2
Eagle Bluffs Wealth Management
Missouri
$2.84M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.57M
4
TC
4
Trilogy Capital
California
$21.5M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$2.94M

Top Sellers

1
AT
1
Arden Trust
Delaware
$0
2
Ameriprise
2
Ameriprise
Minnesota
$2.88M
3
UBS Group
3
UBS Group
Switzerland
$9.48M
4
Jane Street
4
Jane Street
New York
$0
5
BCM
5
Brookstone Capital Management
Illinois
$9.55M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
76
Aspire Wealth Management
Massachusetts
$248K 6,279 +25 +0.4%
Qube Research & Technologies (QRT)
77
Qube Research & Technologies (QRT)
United Kingdom
$244K 6,196 +5,490 +778%
BAM
78
Belpointe Asset Management
Nevada
$242K 6,142 -645 -10%
DCS
79
Destiny Capital Securities
Colorado
$240K 6,079 +6,079 New
PSF
80
Pacific Sun Financial
California
$234K 5,945 -100 -2%
HNWAG
81
High Net Worth Advisory Group
Florida
$231K 5,853 -748 -11%
HGERS
82
Householder Group Estate & Retirement Specialist
Arizona
$227K 5,751 +5,751 New
LT
83
Legacy Trust
Michigan
$220K 5,570 – –
DADC
84
D.A. Davidson & Co
Montana
$207K 5,259 -163 -3%
FNBT
85
FineMark National Bank & Trust
Florida
$206K 5,234 +9 +0.2%
SWAG
86
Spectrum Wealth Advisory Group
California
$206K 5,218 -98 -2%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$175K 4,427 -115 -3%
Comerica Bank
88
Comerica Bank
Texas
$158K 4,015 +4,015 New
GRP
89
Global Retirement Partners
California
$132K 3,395 -193 -5%
FPFS
90
First Personal Financial Services
North Carolina
$112K 2,833 – –
SPIA
91
Steward Partners Investment Advisory
New York
$103K 2,620 -150 -5%
NCM
92
Northwest Capital Management
Oregon
$72.7K 1,844 +10 +0.5%
RG
93
Retirement Group
California
$68.5K 1,736 +3 +0.2%
HBW
94
Hazlett, Burt & Watson
West Virginia
$68K 1,728 +1,728 New
CIAS
95
Capital Investment Advisory Services
North Carolina
$60.2K 1,526 – –
CFGS
96
Concourse Financial Group Securities
Alabama
$57.8K 1,465 – –
PB
97
Pinnacle Bancorp
Nebraska
$45.2K 1,145 – –
AAP
98
Arax Advisory Partners
Colorado
$34.5K 875 -9 -1%
SSB
99
Sandy Spring Bank
Maryland
$29.6K 750 +750 New
SMA
100
Sage Mountain Advisors
Georgia
$28.8K 729 +729 New
2 3
4
5 6