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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

164 hedge funds and large institutions have $944M invested in Invesco S&P SmallCap Low Volatility ETF in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+14
Holders Change %
+9.33%
% of All Funds
3.56%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.24%
New
28
Increased
76
Reduced
34
Closed
13
Calls
$5.55M
Puts
$2.51M
Net Calls
+$3.04M
Net Calls Change
+$60.2M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$73.9M
2
PI
PFS Investments
Georgia
+$46.7M
3
Ameriprise
Ameriprise
Minnesota
+$20M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.3M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$14.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$6.72M
2
Invesco
Invesco
Georgia
-$3.98M
3
RJA
Raymond James & Associates
Florida
-$3.92M
4
FFA
Fragasso Financial Advisors
Pennsylvania
-$1.61M
5
NFG
Next Financial Group
Texas
-$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$353K -$117K -2,501 -25%
Citadel Advisors
102
Citadel Advisors
Florida
$352K +$352K +7,508 New
GTAM
103
Global Trust Asset Management
Florida
$350K +$350K +7,465 New
CAAS
104
Capital Asset Advisory Services
Michigan
$348K -$382K -8,127 -52%
CBFP
105
Cedar Brook Financial Partners
Ohio
$342K +$92.6K +1,975 +37%
Bank of New York Mellon
106
Bank of New York Mellon
New York
$336K -$44.6K -949 -12%
RI
107
Ridgewood Investments
New Jersey
$331K -$23.1K -492 -7%
Citigroup
108
Citigroup
New York
$325K +$142K +3,025 +77%
CWM
109
Cornerstone Wealth Management
Missouri
$320K +$320K +3,552 New
TRCT
110
Tower Research Capital (TRC)
New York
$318K +$311K +6,628 +4,478%
N
111
Natixis
France
$301K +$301K +6,398 New
FA
112
FDx Advisors
Illinois
$300K +$300K +6,398 New
HFS
113
HL Financial Services
Kentucky
$283K +$28.2K +600 +11%
RJT
114
Raymond James Trust
Florida
$271K -$35.3K -752 -12%
NA
115
NewEdge Advisors
Louisiana
$247K +$247K +5,252 New
FFA
116
Fragasso Financial Advisors
Pennsylvania
$244K -$1.61M -34,153 -87%
SPC
117
Sigma Planning Corp
Michigan
$238K +$238K +5,080 New
EFL
118
ERn Financial LLC
Wisconsin
$214K +$214K +4,472 New
AFNAS
119
American Financial Network Advisory Services
California
$210K -$1.18M -25,320 -85%
AIA
120
Armor Investment Advisors
North Carolina
$205K +$205K +4,370 New
LFG
121
LifePlan Financial Group
Ohio
$166K – – –
SWM
122
SeaCrest Wealth Management
New York
$136K +$19.4K +414 +17%
William Blair & Company
123
William Blair & Company
Illinois
$135K – – –
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$129K +$129K +2,761 New
AF
125
Advisornet Financial
Minnesota
$90K +$36.2K +772 +67%
3 4
5
6 7