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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

131 hedge funds and large institutions have $194M invested in Invesco S&P SmallCap Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 65 reducing their positions, and 14 closing their positions.

Holders
131
Holders Change
-2
Holders Change %
-1.5%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
24
Reduced
65
Closed
14
Calls
$74M
Puts
$146M
Net Calls
-$72.4M
Net Calls Change
-$31.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.1M
2
PPA
2
Painted Porch Advisors
California
$7.3M
3
TC
3
Trilogy Capital
California
$25.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.16M
5
Citadel Advisors
5
Citadel Advisors
Florida
$872K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.66M
2
UBS Group
2
UBS Group
Switzerland
$8.66M
3
LPL Financial
3
LPL Financial
California
$9.12M
4
MMA
4
Miracle Mile Advisors
California
$1,000K
5
SFC
5
Strategic Financial Concepts
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
76
D.A. Davidson & Co
Montana
$240K 5,445 +186 +4%
HGERS
77
Householder Group Estate & Retirement Specialist
Arizona
$231K 5,243 -508 -9%
SWAG
78
Spectrum Wealth Advisory Group
California
$231K 5,223 +5 +0.1%
VF
79
Virtu Financial
New York
$229K 5,178 +5,178 New
SCM
80
Sage Capital Management
New Jersey
$225K 5,103 +5,103 New
FNBT
81
FineMark National Bank & Trust
Florida
$225K 5,087 -147 -3%
Mariner
82
Mariner
Kansas
$220K 4,979 +4,979 New
SEP
83
Southland Equity Partners
Missouri
$218K 4,947 +4,947 New
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$191K 4,335 -92 -2%
GRP
85
Global Retirement Partners
California
$189K 4,418 +1,023 +30%
Comerica Bank
86
Comerica Bank
Texas
$176K 3,989 -26 -0.6%
FPFS
87
First Personal Financial Services
North Carolina
$125K 2,833 – –
SPIA
88
Steward Partners Investment Advisory
New York
$107K 2,420 -200 -8%
IPW
89
Impact Partnership Wealth
Georgia
$96.2K 2,179 -8,754 -80%
JHCP
90
Jackson Hole Capital Partners
Oklahoma
$84.9K 1,922 +1,915 +27,357%
SIC
91
SJS Investment Consulting
Ohio
$84.3K 1,910 +1,910 New
NCM
92
Northwest Capital Management
Oregon
$82K 1,856 +12 +0.7%
RG
93
Retirement Group
California
$68K 1,539 -197 -11%
CFGS
94
Concourse Financial Group Securities
Alabama
$64.7K 1,465 – –
CIAS
95
Capital Investment Advisory Services
North Carolina
$64.1K 1,451 -75 -5%
PB
96
Pinnacle Bancorp
Nebraska
$50.6K 1,145 – –
ASN
97
Advisory Services Network
Georgia
$42.4K 960 +960 New
HBW
98
Hazlett, Burt & Watson
West Virginia
$38K 870 -858 -50%
SMA
99
Sage Mountain Advisors
Georgia
$32.2K 729 – –
AAP
100
Arax Advisory Partners
Colorado
$28K 634 -241 -28%
2 3
4
5 6