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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

116 hedge funds and large institutions have $464M invested in Invesco S&P SmallCap Low Volatility ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
2.66%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
13
Increased
49
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KFA
Kays Financial Advisory
Georgia
+$21.9M
2
UBS Group
UBS Group
Switzerland
+$4.22M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.94M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.18M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$11.8M
2
RJA
Raymond James & Associates
Florida
-$11.2M
3
EC
Estate Counselors
Wisconsin
-$9.39M
4
Stifel Financial
Stifel Financial
Missouri
-$8.44M
5
Morgan Stanley
Morgan Stanley
New York
-$8.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
101
William Blair & Company
Illinois
$23K +$23K +509 New
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$21K -$6.56K -150 -24%
GBBWRPM
103
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$21K – – –
IWM
104
IHT Wealth Management
Illinois
$19K +$5.49K +122 +41%
VIA
105
Vantage Investment Advisors
Pennsylvania
$17K – – –
1832 Asset Management
106
1832 Asset Management
Ontario, Canada
$16K – – –
RFA
107
Reilly Financial Advisors
California
$14K +$14K +306 New
QCG
108
Quadrant Capital Group
Ohio
$14K +$14K +318 New
AWA
109
Acorn Wealth Advisors
Michigan
$13K – – –
MGIA
110
Moneta Group Investment Advisors
Missouri
$11K +$11K +250 New
FRA
111
Front Row Advisors
California
$10K – – –
CFA
112
Carroll Financial Associates
North Carolina
$5K -$615 -15 -11%
PS
113
Portfolio Strategies
New York
$5K – – –
CTC
114
Central Trust Company
Missouri
$5K – – –
EC
115
Estate Counselors
Wisconsin
– -$9.39M -202,970 Closed
Jane Street
116
Jane Street
New York
– -$2.6M -56,254 Closed
AFNAS
117
American Financial Network Advisory Services
California
– -$2.57M -55,625 Closed
JSL
118
JT Stratford LLC
Georgia
– -$1.56M -33,659 Closed
Goldman Sachs
119
Goldman Sachs
New York
– -$1.11M -23,915 Closed
VF
120
Virtu Financial
New York
– -$923K -19,963 Closed
Brown Advisory
121
Brown Advisory
Maryland
– -$432K -9,338 Closed
WS
122
Wedbush Securities
California
– -$392K -8,472 Closed
Jones Financial Companies
123
Jones Financial Companies
Missouri
– -$256K -5,529 Closed
HFS
124
HL Financial Services
Kentucky
– -$233K -5,029 Closed
JCM
125
Jacobi Capital Management
Pennsylvania
– -$14K -295 Closed
2 3 4
5
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