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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

226 hedge funds and large institutions have $1.24B invested in Invesco S&P SmallCap Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 99 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
226
Holders Change
+44
Holders Change %
+24.18%
% of All Funds
4.46%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.24%
New
63
Increased
99
Reduced
37
Closed
13
Calls
$141K
Puts
$31.8M
Net Calls
-$31.6M
Net Calls Change
-$13.3M

Top Buyers

1
PFG
1
Pacific Financial Group
Washington
$12.1M
2
Truist Financial
2
Truist Financial
North Carolina
$11M
3
CWA
3
Core Wealth Advisors
Florida
$9.38M
4
VCM
4
Verde Capital Management
Michigan
$8.55M
5
LPL Financial
5
LPL Financial
California
$51.1M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$26.5M
2
EWM
2
Executive Wealth Management
Michigan
$26.8M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$17.9M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$9.67M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CBFP
126
Cedar Brook Financial Partners
Ohio
$696K 13,681 +835 +7%
SS
127
Simplicity Solutions
Minnesota
$643K 12,634 +12,634 New
PCFFS
128
Pacific Center for Financial Services
California
$632K 12,423 +998 +9%
IA
129
IFG Advisory
Georgia
$618K 12,161 -263 -2%
WWM
130
WJ Wealth Management
Arizona
$598K 11,762 +11,762 New
CAN
131
Claraphi Advisory Network
United States
$579K 11,384 +3,218 +39%
CC
132
Courier Capital
New York
$561K 11,124 +210 +2%
UCFA
133
United Capital Financial Advisors
Texas
$535K 10,512 +6,309 +150%
SW
134
SlateStone Wealth
Florida
$530K 10,414 +10,414 New
DADC
135
D.A. Davidson & Co
Montana
$510K 10,025 -3,999 -29%
VCP
136
Verus Capital Partners
Arizona
$498K 9,786 +9,786 New
JWCA
137
J.W. Cole Advisors
Florida
$496K 9,740 +9,740 New
MNBTD
138
Moody National Bank Trust Division
Texas
$472K 9,274 +248 +3%
Citigroup
139
Citigroup
New York
$459K 9,024 +479 +6%
BSW
140
Buckingham Strategic Wealth
Missouri
$454K 8,929 +49 +0.6%
JFA
141
Johanson Financial Advisors
California
$442K 22,484 +22,484 New
Bank of New York Mellon
142
Bank of New York Mellon
New York
$434K 8,529 +1,147 +16%
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$427K 8,389 +252 +3%
SPC
144
Sigma Planning Corp
Michigan
$423K 8,307 +1,075 +15%
JIP
145
Jaffetilchin Investment Partners
Florida
$423K 8,304 +2,191 +36%
SW
146
SteelPeak Wealth
California
$409K 8,036 +8,036 New
WS
147
Wedbush Securities
California
$399K 7,834 -896 -10%
OIA
148
OneDigital Investment Advisors
Kansas
$394K 4,106 +1 +0%
LFAS
149
Level Four Advisory Services
Texas
$394K 7,815 +7,815 New
US Bancorp
150
US Bancorp
Minnesota
$388K 7,619 +2,585 +51%
4 5
6
7 8