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Invesco S&P SmallCap Low Volatility ETF

131 hedge funds and large institutions have $194M invested in Invesco S&P SmallCap Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 65 reducing their positions, and 14 closing their positions.

Holders
131
Holders Change
-2
Holders Change %
-1.5%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
24
Reduced
65
Closed
14
Calls
$74M
Puts
$146M
Net Calls
-$72.4M
Net Calls Change
-$31.6M
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$27.8K 630 +630 New
Citigroup
102
Citigroup
New York
$22.1K 500
CSB
103
City State Bank
Iowa
$19K 426
DWMG
104
DB Wealth Management Group
California
$18.3K 414 +63 +18%
CAS
105
Coppell Advisory Solutions
Texas
$13.9K 314 +314 New
FRA
106
Front Row Advisors
California
$9.93K 225
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$9.58K 215 +215 New
TVAMP
108
Tennessee Valley Asset Management Partners
Tennessee
$9.36K 212 +212 New
PTC
109
Private Trust Company
Ohio
$9.27K 210
NS
110
NBC Securities
Alabama
$9K 209
GIA
111
GHP Investment Advisors
Colorado
$8.83K 200
NP
112
NorthRock Partners
Minnesota
$8.3K 188 +188 New
Simplex Trading
113
Simplex Trading
Illinois
$8K 187 +38 +26%
CWM
114
Cedar Wealth Management
California
$7.37K 167
LC
115
Lindbrook Capital
California
$7.37K 167
JWA
116
JFS Wealth Advisors
Pennsylvania
$7.02K 159 +154 +3,080%
LFG
117
Larson Financial Group
Missouri
$6.49K 147
Fidelity Investments
118
Fidelity Investments
Massachusetts
$6.36K 144 -94 -39%
FGAM
119
Financial Gravity Asset Management
Texas
$5.96K 135 +135 New
WP
120
WealthShield Partners
North Carolina
$5.03K 114
BWL
121
Bogart Wealth LLC
Virginia
$3.18K 72
PA
122
PSI Advisors
Florida
$3.18K 72
QCG
123
Quadrant Capital Group
Ohio
$3.14K 71 -26 -27%
CFD
124
Creative Financial Designs
Indiana
$2.83K 64
FFA
125
Farther Finance Advisors
California
$2.61K 59