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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

114 hedge funds and large institutions have $157M invested in Invesco S&P SmallCap Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 16 closing their positions.

Holders
114
Holders Change
-6
Holders Change %
-5%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
28
Reduced
43
Closed
16
Calls
$43.9M
Puts
$50.5M
Net Calls
-$6.58M
Net Calls Change
+$17.7M

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$5.33M
2
KAS
2
Kestra Advisory Services
Texas
$4.53M
3
SWM
3
Sculati Wealth Management
Michigan
$6.01M
4
PPA
4
Painted Porch Advisors
California
$9.41M
5
Jane Street
5
Jane Street
New York
$891K

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$0
2
Ameriprise
2
Ameriprise
Minnesota
$1.08M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.43M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.74M
5
GSIAS
5
Garden State Investment Advisory Services
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
76
Jones Financial Companies
Missouri
$134K 3,066 +3,066 New
CB
77
Chris Bulman
California
$115K 2,628 +2,628 New
FPFS
78
First Personal Financial Services
North Carolina
$95.2K 2,180 -653 -23%
JHCP
79
Jackson Hole Capital Partners
Oklahoma
$83.9K 1,922 – –
SPIA
80
Steward Partners Investment Advisory
New York
$73.6K 1,685 -300 -15%
RWMG
81
Redwood Wealth Management Group
New Jersey
$72K 1,650 +1,650 New
HBW
82
Hazlett, Burt & Watson
West Virginia
$56K 1,293 +417 +48%
PB
83
Pinnacle Bancorp
Nebraska
$50K 1,145 – –
SFC
84
Strategic Financial Concepts
Texas
$36.2K 1,362,082 +1,334,684 +4,871%
CIAS
85
Capital Investment Advisory Services
North Carolina
$35K 801 – –
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$27.5K 630 – –
AAP
87
Arax Advisory Partners
Colorado
$21.5K 493 +3 +0.6%
CSB
88
City State Bank
Iowa
$18.6K 426 – –
CA
89
CoreCap Advisors
Michigan
$16.3K 373 – –
CAS
90
Coppell Advisory Solutions
Texas
$13.7K 314 +314 New
FRA
91
Front Row Advisors
California
$9.82K 225 – –
NS
92
NBC Securities
Alabama
$9K 209 – –
GIA
93
GHP Investment Advisors
Colorado
$8.73K 200 – –
LC
94
Lindbrook Capital
California
$7.29K 167 – –
CWM
95
Cedar Wealth Management
California
$7.29K 167 – –
TWP
96
Triad Wealth Partners
Kansas
$6.94K 159 +159 New
JWA
97
JFS Wealth Advisors
Pennsylvania
$6.9K 158 – –
LFG
98
Larson Financial Group
Missouri
$6.42K 147 – –
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$3.93K 90 -6,006 -99%
PA
100
PSI Advisors
Florida
$3.14K 72 – –
2 3
4
5 6