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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

160 hedge funds and large institutions have $755M invested in Invesco S&P SmallCap Low Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 79 reducing their positions, and 16 closing their positions.

Holders
160
Holders Change
-2
Holders Change %
-1.23%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
37
Reduced
79
Closed
16
Calls
$19.2M
Puts
$20.9M
Net Calls
-$1.65M
Net Calls Change
-$535K

Top Buyers

1
PWAG
1
Polaris Wealth Advisory Group
California
$3.96M
2
FTUS
2
Flow Traders U.S.
New York
$2.79M
3
AAP
3
Arax Advisory Partners
Colorado
$2.17M
4
WI
4
WBI Investments
New Jersey
$2.26M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$16.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$438M
2
BCM
2
Brookstone Capital Management
Illinois
$10.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.07M
4
OMC
4
Old Mission Capital
Illinois
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$23.5M
Name Market Value Shares Shares
Change 		Shares
Change %
DT
101
Daniels + Tansey
Delaware
$256K 5,505 – –
SEP
102
Southland Equity Partners
Missouri
$243K 5,188 -64 -1%
CFGS
103
Concourse Financial Group Securities
Alabama
$238K 5,083 – –
TC
104
Trilogy Capital
California
$238K 5,049 +5,049 New
FFN
105
Focus Financial Network
Minnesota
$236K 5,027 – –
MCWS
106
McKinley Carter Wealth Services
West Virginia
$230K 4,903 -1 -0%
JSA
107
Jacobson & Schmitt Advisors
Wisconsin
$227K 4,840 +4,840 New
HighTower Advisors
108
HighTower Advisors
Illinois
$225K 4,753 +29 +0.6%
FHC
109
First Heartland Consultants
Missouri
$212K 4,518 -1,055 -19%
ECM
110
ExodusPoint Capital Management
New York
$210K 4,468 +4,468 New
Barclays
111
Barclays
United Kingdom
$208K 4,444 -511 -10%
IF
112
Intrua Financial
Texas
$207K 4,306 +4,306 New
EWM
113
Executive Wealth Management
Michigan
$204K 4,355 -63 -1%
SWP
114
Stratos Wealth Partners
Ohio
$203K 4,323 -846 -16%
RI
115
Ridgewood Investments
New Jersey
$200K 4,266 -85 -2%
HWMA
116
Heritage Wealth Management (Arizona)
Arizona
$197K 4,208 -1,816 -30%
FPFS
117
First Personal Financial Services
North Carolina
$173K 3,691 – –
RG
118
Retirement Group
California
$147K 3,125 +3 +0.1%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$129K 2,761 – –
AWA
120
Arkadios Wealth Advisors
Georgia
$118K 2,533 +2,002 +377%
CWM
121
Cedar Wealth Management
California
$99K 2,105 – –
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$75K 1,603 -16,734 -91%
CIAS
123
Capital Investment Advisory Services
North Carolina
$75K 1,591 -677 -30%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$72K 1,540 -9 -0.6%
ADL
125
Asset Dedication LLC
California
$56K 1,200 – –
3 4
5
6 7