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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

134 hedge funds and large institutions have $594M invested in Invesco S&P SmallCap Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
3.07%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
20
Increased
71
Reduced
23
Closed
10
Calls
$72K
Puts
$12K
Net Calls
+$60K
Net Calls Change
-$85K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$48.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$26.2M
3
AG
3
Advisor Group
Arizona
$6.03M
4
BCM
4
Brookstone Capital Management
Illinois
$4.43M
5
Morgan Stanley
5
Morgan Stanley
New York
$40.6M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$3.55M
2
SMG
2
Smart Money Group
Texas
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$18.4M
4
KFA
4
Kays Financial Advisory
Georgia
$22.3M
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$115K 2,335 +211 +10%
MPWT
102
MassMutual Private Wealth & Trust
Connecticut
$98.9K 2,000 – –
NFG
103
Next Financial Group
Texas
$90K 1,823 +1,823 New
ASN
104
Advisory Services Network
Georgia
$78K 1,568 -100 -6%
PA
105
Parallel Advisors
California
$65K 1,322 +5 +0.4%
PFBT
106
Parkside Financial Bank & Trust
Missouri
$58K 1,167 – –
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$56K 1,142 +242 +27%
WWM
108
Wagner Wealth Management
South Carolina
$45K 920 – –
FA
109
Fortis Advisors
Pennsylvania
$40K 808 +5 +0.6%
AIM
110
Advantage Investment Management
Iowa
$37K 745 +28 +4%
CBT
111
Capital Bank & Trust
California
$35K 700 – –
BA
112
Ballew Advisors
Mississippi
$33K 729 +5 +0.7%
RWA
113
River Wealth Advisors
Pennsylvania
$27K 550 – –
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$24K 480 – –
AF
115
Advisornet Financial
Minnesota
$22K 438 +438 New
VIA
116
Vantage Investment Advisors
Pennsylvania
$19K 387 – –
APP
117
Avantax Planning Partners
Iowa
$16K 333 +333 New
RFA
118
Reilly Financial Advisors
California
$15K 306 – –
QCG
119
Quadrant Capital Group
Ohio
$15K 318 – –
WP
120
WealthShield Partners
North Carolina
$10K 200 +200 New
CFA
121
Carroll Financial Associates
North Carolina
$6K 123 – –
BWL
122
Bogart Wealth LLC
Virginia
$6K 116 – –
CAG
123
Csenge Advisory Group
Florida
$6K 150 +150 New
PS
124
Portfolio Strategies
New York
$5K 100 – –
CTC
125
Central Trust Company
Missouri
$5K 100 +100 New
2 3 4
5
6