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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

182 hedge funds and large institutions have $1.01B invested in Invesco S&P SmallCap Low Volatility ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
182
Holders Change
+6
Holders Change %
+3.41%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.13%
New
24
Increased
96
Reduced
36
Closed
17
Calls
$351K
Puts
$18.7M
Net Calls
-$18.3M
Net Calls Change
-$2.72M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$86.2M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$13.3M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$23.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27.8M
5
Wells Fargo
5
Wells Fargo
California
$56.7M

Top Sellers

1
KFA
1
Kays Financial Advisory
Georgia
$13.8M
2
SWM
2
Sequoia Wealth Management
Illinois
$0
3
WWM
3
Western Wealth Management
Colorado
$718K
4
Goldman Sachs
4
Goldman Sachs
New York
$205K
5
CI
5
CX Institutional
Indiana
$9.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PPP
126
Private Portfolio Partners
New Jersey
$311K 6,367 -2,633 -29%
AA
127
Advisory Alpha
Michigan
$304K 6,334 +214 +3%
OFS
128
OneAscent Financial Services
Alabama
$302K 5,976 +5,976 New
JIP
129
Jaffetilchin Investment Partners
Florida
$299K 6,113 -1,356 -18%
CWM
130
Cornerstone Wealth Management
Missouri
$284K 5,802 -39 -0.7%
FFA
131
Fragasso Financial Advisors
Pennsylvania
$253K 5,173 -5 -0.1%
US Bancorp
132
US Bancorp
Minnesota
$246K 5,034 +563 +13%
MWPCG
133
Measured Wealth Private Client Group
New Hampshire
$244K 4,986 +4,986 New
AIA
134
Armor Investment Advisors
North Carolina
$231K 4,726 -45 -0.9%
EFL
135
ERn Financial LLC
Wisconsin
$225K 4,596 +124 +3%
NL
136
NWAM LLC
Washington
$222K 4,537 +4,537 New
WP
137
WealthSource Partners
California
$220K 4,494 – –
LFG
138
LifePlan Financial Group
Ohio
$214K 4,375 -158 -3%
Goldman Sachs
139
Goldman Sachs
New York
$205K 4,202 -82,152 -95%
UCFA
140
United Capital Financial Advisors
Texas
$205K 4,203 +4,203 New
SAM
141
SignalPoint Asset Management
Missouri
$204K 4,165 +4,165 New
BAM
142
Belpointe Asset Management
Nevada
$183K 3,750 – –
SBSB
143
Sullivan, Bruyette, Speros & Blaney
Virginia
$175K 3,583 +3,583 New
William Blair & Company
144
William Blair & Company
Illinois
$145K 2,967 – –
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$130K 2,662 +2,662 New
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$129K 2,761 – –
BRC
147
Bell Rock Capital
Delaware
$122K 2,505 +2,005 +401%
SSB
148
Sandy Spring Bank
Maryland
$116K 2,366 +2,366 New
AF
149
Advisornet Financial
Minnesota
$101K 2,067 -882 -30%
TFS
150
TrustCore Financial Services
Tennessee
$94K 1,927 +500 +35%
4 5
6
7 8