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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

133 hedge funds and large institutions have $177M invested in Invesco S&P SmallCap Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 52 reducing their positions, and 16 closing their positions.

Holders
133
Holders Change
+2
Holders Change %
+1.53%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
32
Reduced
52
Closed
16
Calls
$33.2M
Puts
$74M
Net Calls
-$40.8M
Net Calls Change
-$16.7M

Top Buyers

1
PWAG
1
Polaris Wealth Advisory Group
California
$4.47M
2
EBWM
2
Eagle Bluffs Wealth Management
Missouri
$2.84M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.57M
4
TC
4
Trilogy Capital
California
$21.5M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$2.94M

Top Sellers

1
AT
1
Arden Trust
Delaware
$0
2
Ameriprise
2
Ameriprise
Minnesota
$2.88M
3
UBS Group
3
UBS Group
Switzerland
$9.48M
4
Jane Street
4
Jane Street
New York
$0
5
BCM
5
Brookstone Capital Management
Illinois
$9.55M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
101
Allworth Financial
California
$24.6K 623 – –
Citigroup
102
Citigroup
New York
$19.7K 500 – –
CSB
103
City State Bank
Iowa
$17K 426 – –
DWMG
104
DB Wealth Management Group
California
$13.9K 351 +1 +0.3%
Creative Planning
105
Creative Planning
Kansas
$12.1K 306 +306 New
Fidelity Investments
106
Fidelity Investments
Massachusetts
$9.39K 238 +236 +11,800%
FRA
107
Front Row Advisors
California
$8.87K 225 – –
PTC
108
Private Trust Company
Ohio
$8.28K 210 – –
NS
109
NBC Securities
Alabama
$8K 209 +209 New
GIA
110
GHP Investment Advisors
Colorado
$7.79K 200 – –
CWM
111
Cedar Wealth Management
California
$6.59K 167 – –
LC
112
Lindbrook Capital
California
$6.59K 167 – –
AAG
113
Armstrong Advisory Group
Massachusetts
$6.15K 156 +156 New
LFG
114
Larson Financial Group
Missouri
$5.8K 147 – –
CIA
115
Cape Investment Advisory
Georgia
$5.32K 135 – –
Simplex Trading
116
Simplex Trading
Illinois
$5K 149 +149 New
WP
117
WealthShield Partners
North Carolina
$4.5K 114 – –
QCG
118
Quadrant Capital Group
Ohio
$3.83K 97 -42 -30%
AF
119
Advisornet Financial
Minnesota
$3.51K 89 – –
BWL
120
Bogart Wealth LLC
Virginia
$2.84K 72 – –
PA
121
PSI Advisors
Florida
$2.84K 72 – –
CFD
122
Creative Financial Designs
Indiana
$2.52K 64 – –
FFA
123
Farther Finance Advisors
California
$2.33K 59 – –
GA
124
GoalVest Advisory
New York
$2.25K 57 +57 New
William Blair & Company
125
William Blair & Company
Illinois
$1.66K 42 – –
3 4
5
6 7