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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 $739M invested in Invesco S&P SmallCap Low Volatility ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 65 reducing their positions, and 17 closing their positions.

Holders
150
Holders Change
-10
Holders Change %
-6.25%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
51
Reduced
65
Closed
17
Calls
$14.1M
Puts
$14.7M
Net Calls
-$620K
Net Calls Change
+$1.03M

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$6.3M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$1.42M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$18.8M
4
GVAG
4
Great Valley Advisor Group
Delaware
$3.58M
5
KAS
5
Kestra Advisory Services
Texas
$2.91M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$18M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$20.5M
3
SP
3
Symmetry Partners
Connecticut
$0
4
FTUS
4
Flow Traders U.S.
New York
$1.42M
5
ACM
5
Ashford Capital Management
Delaware
$2.99M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
101
Trilogy Capital
California
$242K 5,143 +94 +2%
CFGS
102
Concourse Financial Group Securities
Alabama
$241K 5,108 +25 +0.5%
JSA
103
Jacobson & Schmitt Advisors
Wisconsin
$228K 4,840 – –
HighTower Advisors
104
HighTower Advisors
Illinois
$212K 4,475 -278 -6%
MCWS
105
McKinley Carter Wealth Services
West Virginia
$211K 4,485 -418 -9%
IF
106
Intrua Financial
Texas
$210K 4,306 – –
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$208K 4,431 -2,235 -34%
JIP
108
Jaffetilchin Investment Partners
Florida
$200K 4,253 +4,253 New
SWM
109
Spire Wealth Management
Virginia
$194K 4,118 -10,000 -71%
FPFS
110
First Personal Financial Services
North Carolina
$155K 3,283 -408 -11%
RG
111
Retirement Group
California
$147K 3,127 +2 +0.1%
AWA
112
Arkadios Wealth Advisors
Georgia
$119K 2,534 +1 +0%
HWMA
113
Heritage Wealth Management (Arizona)
Arizona
$100K 2,124 -2,084 -50%
CIAS
114
Capital Investment Advisory Services
North Carolina
$75K 1,591 – –
SAM
115
Strategic Asset Management
Minnesota
$75K 1,542 +1,542 New
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$63K 1,335 -205 -13%
ADL
117
Asset Dedication LLC
California
$57K 1,200 – –
PB
118
Pinnacle Bancorp
Nebraska
$54K 1,145 +1,145 New
Fidelity Investments
119
Fidelity Investments
Massachusetts
$39K 822 +818 +20,450%
RIM
120
Rockbridge Investment Management
New York
$36K 768 +2 +0.3%
PFA
121
Professional Financial Advisors
Nebraska
$36K 768 +2 +0.3%
CFN
122
Cordasco Financial Network
Florida
$33K 695 – –
LAS
123
Lloyd Advisory Services
Georgia
$29K 611 +1 +0.2%
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$26K 542 -47 -8%
US Bancorp
125
US Bancorp
Minnesota
$24K 507 – –
3 4
5
6 7