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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

162 hedge funds and large institutions have $988M invested in Invesco S&P SmallCap Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 79 reducing their positions, and 22 closing their positions.

Holders
162
Holders Change
-4
Holders Change %
-2.41%
% of All Funds
2.85%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
33
Reduced
79
Closed
22
Calls
$9.2M
Puts
$10.3M
Net Calls
-$1.12M
Net Calls Change
+$53.4M

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$3.51M
2
HI
2
Harbour Investments
Wisconsin
$2.55M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.77M
4
GVAG
4
Great Valley Advisor Group
Delaware
$2.46M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$15.4M

Top Sellers

1
Invesco
1
Invesco
Georgia
$654M
2
AWM
2
AE Wealth Management
Kansas
$613K
3
SS
3
Simplicity Solutions
Minnesota
$0
4
AFA
4
American Financial Advisors
Georgia
$3.96M
5
Ameriprise
5
Ameriprise
Minnesota
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
DT
101
Daniels + Tansey
Delaware
$252K 5,505 +5,505 New
AWMS
102
Advocacy Wealth Management Services
Georgia
$250K 5,396 -3,318 -38%
SPC
103
Sigma Planning Corp
Michigan
$250K 5,438 -382 -7%
CGFA
104
Colton Groome Financial Advisors
North Carolina
$243K 5,299 -4,893 -48%
SEP
105
Southland Equity Partners
Missouri
$241K 5,252 +26 +0.5%
SWP
106
Stratos Wealth Partners
Ohio
$237K 5,169 -1,042 -17%
CFGS
107
Concourse Financial Group Securities
Alabama
$233K 5,083 -210 -4%
FFN
108
Focus Financial Network
Minnesota
$231K 5,027 +5,027 New
Jane Street
109
Jane Street
New York
$229K 4,998 -37,440 -88%
BRWA
110
B. Riley Wealth Advisors
Florida
$229K 4,975 +4,975 New
Barclays
111
Barclays
United Kingdom
$227K 4,955 +4,955 New
MCWS
112
McKinley Carter Wealth Services
West Virginia
$225K 4,904 -328 -6%
HighTower Advisors
113
HighTower Advisors
Illinois
$217K 4,724 -893 -16%
EWM
114
Executive Wealth Management
Michigan
$202K 4,418 -2,136 -33%
WCF
115
West Coast Financial
California
$202K 4,411 +4,411 New
RI
116
Ridgewood Investments
New Jersey
$200K 4,351 +4,351 New
FPFS
117
First Personal Financial Services
North Carolina
$169K 3,691 – –
RG
118
Retirement Group
California
$143K 3,122 +4 +0.1%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$129K 2,761 – –
US Bancorp
120
US Bancorp
Minnesota
$122K 2,657 +2,095 +373%
CIAS
121
Capital Investment Advisory Services
North Carolina
$104K 2,268 +589 +35%
CWM
122
Cedar Wealth Management
California
$97K 2,105 +8 +0.4%
LAS
123
Lloyd Advisory Services
Georgia
$91K 1,976 -65,812 -97%
TFS
124
TrustCore Financial Services
Tennessee
$88K 1,927 – –
AIC
125
Ameritas Investment Company
Nebraska
$86.6K 1,888 +1,888 New
3 4
5
6 7