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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

141 hedge funds and large institutions have $427M invested in Invesco S&P SmallCap Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
141
Holders Change
+3
Holders Change %
+2.17%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
46
Reduced
55
Closed
10
Calls
$28.5M
Puts
$114M
Net Calls
-$85.4M
Net Calls Change
+$243M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$33.7M
2
Mariner
2
Mariner
Kansas
$4.43M
3
SAG
3
SageView Advisory Group
California
$3.12M
4
FTUS
4
Flow Traders U.S.
New York
$2.52M
5
BWP
5
Baldwin Wealth Partners
Massachusetts
$1.74M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$383K
2
Invesco
2
Invesco
Georgia
$147M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$18.8M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.01M
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
101
Concourse Financial Group Securities
Alabama
$132K 2,965 -255 -8%
FPFS
102
First Personal Financial Services
North Carolina
$127K 2,833 – –
GRP
103
Global Retirement Partners
California
$112K 2,518 +9 +0.4%
RG
104
Retirement Group
California
$92K 2,050 +988 +93%
AF
105
Allworth Financial
California
$75.9K 1,700 +4 +0.2%
CIAS
106
Capital Investment Advisory Services
North Carolina
$68.1K 1,526 – –
AAP
107
Arax Advisory Partners
Colorado
$61K 1,367 +62 +5%
ASN
108
Advisory Services Network
Georgia
$60.9K 1,364 +1,364 New
ADL
109
Asset Dedication LLC
California
$54K 1,200 – –
PB
110
Pinnacle Bancorp
Nebraska
$51K 1,145 – –
LFG
111
Larson Financial Group
Missouri
$36.8K 825 +825 New
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$29.5K 660 -217 -25%
US Bancorp
113
US Bancorp
Minnesota
$26.9K 603 +191 +46%
IA
114
IFP Advisors
Florida
$22K 452 -170 -27%
CSB
115
City State Bank
Iowa
$19K 426 – –
CA
116
CoreCap Advisors
Michigan
$16.7K 373 +373 New
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$15.8K 354 -11 -3%
MCC
118
Money Concepts Capital
Florida
$14.2K 317 +317 New
USCWA
119
U.S. Capital Wealth Advisors
Texas
$11.2K 250 +250 New
AF
120
Advisornet Financial
Minnesota
$10.9K 244 -17 -7%
FRA
121
Front Row Advisors
California
$10K 225 – –
PTC
122
Private Trust Company
Ohio
$9K 210 – –
GIA
123
GHP Investment Advisors
Colorado
$8.93K 200 – –
QCG
124
Quadrant Capital Group
Ohio
$7.95K 178 – –
CWM
125
Cedar Wealth Management
California
$7.46K 167 – –
3 4
5
6 7