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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

164 hedge funds and large institutions have $944M invested in Invesco S&P SmallCap Low Volatility ETF in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+14
Holders Change %
+9.33%
% of All Funds
3.56%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.24%
New
28
Increased
76
Reduced
34
Closed
13
Calls
$5.55M
Puts
$2.51M
Net Calls
+$3.04M
Net Calls Change
+$60.2M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$73.9M
2
PI
PFS Investments
Georgia
+$46.7M
3
Ameriprise
Ameriprise
Minnesota
+$20M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.3M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$14.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$6.72M
2
Invesco
Invesco
Georgia
-$3.98M
3
RJA
Raymond James & Associates
Florida
-$3.92M
4
FFA
Fragasso Financial Advisors
Pennsylvania
-$1.61M
5
NFG
Next Financial Group
Texas
-$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
126
Golden State Wealth Management
California
$82K +$82K +1,744 New
AIM
127
Advantage Investment Management
Iowa
$80K +$43K +913 +116%
MNBTD
128
Moody National Bank Trust Division
Texas
$71K +$71K +1,520 New
ASN
129
Advisory Services Network
Georgia
$68K – – –
PA
130
Parallel Advisors
California
$63K +$142 +3 +0.2%
US Bancorp
131
US Bancorp
Minnesota
$58K -$14.1K -302 -20%
PFBT
132
Parkside Financial Bank & Trust
Missouri
$55K – – –
PB
133
Pinnacle Bancorp
Nebraska
$53K +$53K +1,125 New
GAM
134
Gemmer Asset Management
California
$46K +$46K +970 New
FA
135
Fortis Advisors
Pennsylvania
$44K +$47 +1 +0.1%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$42K – – –
KL
137
KWMG LLC
Kansas
$38K – – –
CBT
138
Capital Bank & Trust
California
$33K – – –
CFN
139
Cordasco Financial Network
Florida
$33K +$33K +695 New
LPWM
140
Lake Point Wealth Management
Texas
$31K – – –
FCA
141
FinTrust Capital Advisors
South Carolina
$25K -$5.77K -125 -19%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$25K -$4.72K -100 -16%
FHA
143
Flagship Harbor Advisors
Massachusetts
$21K +$18.7K +400 +800%
CAL
144
Capital Analysts LLC
Pennsylvania
$14K -$6.72K -144 -32%
RFA
145
Reilly Financial Advisors
California
$14K – – –
QCG
146
Quadrant Capital Group
Ohio
$14K – – –
JFA
147
JNBA Financial Advisors
Minnesota
$14K +$14K +300 New
CAL
148
Capital Advisors Ltd
Ohio
$11K – – –
FRA
149
Front Row Advisors
California
$11K – – –
TFS
150
TrustCore Financial Services
Tennessee
$11K +$5.57K +115 +103%
3 4 5
6
7