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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

166 hedge funds and large institutions have $1.08B invested in Invesco S&P SmallCap Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 36 increasing their positions, 79 reducing their positions, and 27 closing their positions.

Holders
166
Holders Change
+6
Holders Change %
+3.75%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
36
Reduced
79
Closed
27
Calls
$28.2M
Puts
$82.7M
Net Calls
-$54.5M
Net Calls Change
-$59M

Top Buyers

1
SS
1
Simplicity Solutions
Minnesota
$33.3M
2
AWM
2
AE Wealth Management
Kansas
$33.1M
3
FI
3
FormulaFolio Investments
Michigan
$10.4M
4
SAS
4
Sanford Advisory Services
Michigan
$6.06M
5
Wells Fargo
5
Wells Fargo
California
$28.3M

Top Sellers

1
Invesco
1
Invesco
Georgia
$633M
2
LPL Financial
2
LPL Financial
California
$15.2M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.2M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$5.01M
5
AAS
5
Avantax Advisory Services
Texas
$1.87M
Name Market Value Shares Shares
Change 		Shares
Change %
PPP
101
Private Portfolio Partners
New Jersey
$285K 6,983 -3,253 -32%
SW
102
SteelPeak Wealth
California
$281K 6,886 -2,881 -29%
PMG
103
ProVise Management Group
Florida
$272K 6,678 +6,678 New
UCFA
104
United Capital Financial Advisors
Texas
$268K 6,587 +70 +1%
EWM
105
Executive Wealth Management
Michigan
$267K 6,554 -3,234 -33%
LFAS
106
Level Four Advisory Services
Texas
$257K 6,301 +24 +0.4%
SWP
107
Stratos Wealth Partners
Ohio
$253K 6,211 -3,158 -34%
PA
108
PSI Advisors
Florida
$251K 6,167 -2,751 -31%
AWM
109
Accel Wealth Management
Iowa
$249K 6,114 +6,114 New
NL
110
NWAM LLC
Washington
$243K 5,953 +5,953 New
AWA
111
Alta Wealth Advisors
Massachusetts
$242K 5,950 +5,950 New
SPC
112
Sigma Planning Corp
Michigan
$237K 5,820 -3,385 -37%
M&T Bank
113
M&T Bank
New York
$230K 5,636 +5,636 New
HighTower Advisors
114
HighTower Advisors
Illinois
$226K 5,617 +5,617 New
CFGS
115
Concourse Financial Group Securities
Alabama
$216K 5,293 -311 -6%
MCWS
116
McKinley Carter Wealth Services
West Virginia
$213K 5,232 +5,232 New
SEP
117
Southland Equity Partners
Missouri
$213K 5,226 +5,226 New
WEC
118
Winslow Evans & Crocker
Massachusetts
$202K 4,966 +599 +14%
FPFS
119
First Personal Financial Services
North Carolina
$150K 3,691 -386 -9%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$129K 2,761 – –
RG
121
Retirement Group
California
$127K 3,118 -866 -22%
PCFFS
122
Pacific Center for Financial Services
California
$111K 2,713 +16 +0.6%
CWM
123
Cedar Wealth Management
California
$85K 2,097 +9 +0.4%
TFS
124
TrustCore Financial Services
Tennessee
$79K 1,927 – –
CIAS
125
Capital Investment Advisory Services
North Carolina
$68K 1,679 -461 -22%
3 4
5
6 7