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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

150 hedge funds and large institutions have $617M invested in Invesco S&P SmallCap Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 56 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+16
Holders Change %
+11.94%
% of All Funds
3.35%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
37
Increased
56
Reduced
37
Closed
18
Calls
$1.45M
Puts
$58.6M
Net Calls
-$57.2M
Net Calls Change
-$57.2M

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$27.7M
2
Wells Fargo
2
Wells Fargo
California
$39.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.5M
4
AI
4
Atria Investments
North Carolina
$22.3M
5
EC
5
Estate Counselors
Wisconsin
$5.13M

Top Sellers

1
MAP
1
Milestone Advisory Partners
North Carolina
$0
2
HNB
2
Huntington National Bank
Ohio
$6.72M
3
PAG
3
Private Advisor Group
New Jersey
$0
4
Bank of America
4
Bank of America
North Carolina
$21.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
101
Raymond James Trust
Florida
$278K +$32K +750 +13%
Renaissance Technologies
102
Renaissance Technologies
New York
$264K +$264K +6,200 New
HFS
103
HL Financial Services
Kentucky
$231K +$231K +5,428 New
CBFP
104
Cedar Brook Financial Partners
Ohio
$227K +$227K +5,320 New
Citigroup
105
Citigroup
New York
$166K +$45.1K +1,060 +37%
BAM
106
Belpointe Asset Management
Nevada
$160K – – –
LFG
107
LifePlan Financial Group
Ohio
$150K +$24.1K +567 +19%
William Blair & Company
108
William Blair & Company
Illinois
$122K +$122K +2,867 New
SWM
109
SeaCrest Wealth Management
New York
$106K – – –
RCAG
110
Rehmann Capital Advisory Group
Michigan
$91.8K +$91.1K +2,136 +13,350%
AIC
111
Ameritas Investment Company
Nebraska
$91K +$91K +2,140 New
MPWT
112
MassMutual Private Wealth & Trust
Connecticut
$85.3K – – –
US Bancorp
113
US Bancorp
Minnesota
$66K -$33.7K -789 -34%
ASN
114
Advisory Services Network
Georgia
$62K -$5.05K -118 -8%
PA
115
Parallel Advisors
California
$56K +$337 +8 +0.6%
PFBT
116
Parkside Financial Bank & Trust
Missouri
$50K – – –
AF
117
Advisornet Financial
Minnesota
$49K +$30.3K +709 +162%
FA
118
Fortis Advisors
Pennsylvania
$40K +$5.25K +122 +15%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$38K -$10.7K -251 -22%
AIM
120
Advantage Investment Management
Iowa
$34K +$1.77K +41 +6%
KL
121
KWMG LLC
Kansas
$34K +$34K +800 New
CBT
122
Capital Bank & Trust
California
$30K – – –
RCG
123
Ruggie Capital Group
Florida
$29K +$29K +671 New
CIAS
124
Capital Investment Advisory Services
North Carolina
$29K +$29K +688 New
LPWM
125
Lake Point Wealth Management
Texas
$28K +$28K +647 New
3 4
5
6 7