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Invesco S&P SmallCap Low Volatility ETF

125 hedge funds and large institutions have $535M invested in Invesco S&P SmallCap Low Volatility ETF in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
2.87%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
23
Increased
55
Reduced
30
Closed
12
Calls
$202K
Puts
$57K
Net Calls
+$145K
Net Calls Change
+$145K
Name Market Value Shares Shares
Change
Shares
Change %
PFBT
101
Parkside Financial Bank & Trust
Missouri
$56K 1,167
WWM
102
Wagner Wealth Management
South Carolina
$44K 920
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$43K 900 -360 -29%
FA
104
Fortis Advisors
Pennsylvania
$39K 803 +2 +0.2%
AIM
105
Advantage Investment Management
Iowa
$35K 717 -158 -18%
BA
106
Ballew Advisors
Mississippi
$35K 724 +3 +0.4%
CBT
107
Capital Bank & Trust
California
$34K 700
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$34K 700
GI
109
Gradient Investments
Minnesota
$28K 570 -800 -58%
RWA
110
River Wealth Advisors
Pennsylvania
$27K 550 +550 New
BCA
111
Bay Colony Advisors
Massachusetts
$26K 543 +543 New
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$23K 480
VIA
113
Vantage Investment Advisors
Pennsylvania
$19K 387
RFA
114
Reilly Financial Advisors
California
$15K 306
QCG
115
Quadrant Capital Group
Ohio
$15K 318
AWA
116
Acorn Wealth Advisors
Michigan
$14K 280
GBBWRPM
117
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$10K 200 -272 -58%
BWL
118
Bogart Wealth LLC
Virginia
$5K 116 -3,184 -96%
PS
119
Portfolio Strategies
New York
$5K 100
CFA
120
Carroll Financial Associates
North Carolina
$5K 123 +1 +0.8%
FHA
121
Flagship Harbor Advisors
Massachusetts
$2K 50 +50 New
AFNAS
122
American Financial Network Advisory Services
California
$1.7K 104 +104 New
RCA
123
Rowland Carmichael Advisors
Arizona
$1K 20 +20 New
FRA
124
Front Row Advisors
California
$11 225
USAA
125
United Services Automobile Association
Texas
-50,000 Closed