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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

206 hedge funds and large institutions have $705M invested in Invesco S&P SmallCap Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 71 reducing their positions, and 45 closing their positions.

Holders
206
Holders Change
-20
Holders Change %
-8.85%
% of All Funds
4.55%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
30
Increased
86
Reduced
71
Closed
45
Calls
$2.49M
Puts
$15.6M
Net Calls
-$13.1M
Net Calls Change
+$18.5M

Top Buyers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$38M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$27.8M
3
AFA
3
American Financial Advisors
Georgia
$19.3M
4
Invesco
4
Invesco
Georgia
$35M
5
AWMS
5
Advocacy Wealth Management Services
Georgia
$12.1M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$8.16M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.3M
4
PFG
4
Pacific Financial Group
Washington
$0
5
PWS
5
Paragon Wealth Strategies
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MAFM
126
Mid Atlantic Financial Management
Pennsylvania
$349K 10,516 +3,185 +43%
HIS
127
Harvest Investment Services
Illinois
$340K 10,283 -16,212 -61%
SW
128
SlateStone Wealth
Florida
$328K 9,902 -512 -5%
MNBTD
129
Moody National Bank Trust Division
Texas
$309K 9,330 +56 +0.6%
Citigroup
130
Citigroup
New York
$301K 9,068 +44 +0.5%
C1AG
131
Client 1st Advisory Group
Florida
$299K 9,024 -12,881 -59%
DADC
132
D.A. Davidson & Co
Montana
$297K 8,961 -1,064 -11%
DWM
133
Darwin Wealth Management
Florida
$284K 8,597 -10,637 -55%
JIP
134
Jaffetilchin Investment Partners
Florida
$279K 8,419 +115 +1%
WS
135
Wedbush Securities
California
$273K 8,240 +406 +5%
SDWMA
136
Schneider Downs Wealth Management Advisors
Pennsylvania
$267K 8,047 +8,047 New
BSW
137
Buckingham Strategic Wealth
Missouri
$266K 8,014 -915 -10%
LFAS
138
Level Four Advisory Services
Texas
$266K 7,971 +156 +2%
SPC
139
Sigma Planning Corp
Michigan
$257K 7,764 -543 -7%
TFS
140
Thoroughbred Financial Services
Tennessee
$257K 7,753 +7,753 New
US Bancorp
141
US Bancorp
Minnesota
$253K 7,636 +17 +0.2%
SW
142
SteelPeak Wealth
California
$250K 7,538 -498 -6%
QWM
143
QP Wealth Management
New Jersey
$250K 7,740 +2,668 +53%
CGFA
144
Colton Groome Financial Advisors
North Carolina
$247K 7,456 -12,090 -62%
WI
145
WBI Investments
New Jersey
$239K 7,204 +7,204 New
CI
146
CX Institutional
Indiana
$237K 7,164 -185,904 -96%
BRWA
147
B. Riley Wealth Advisors
Florida
$237K 7,122 -24,757 -78%
VC
148
Vicus Capital
Pennsylvania
$237K 7,141 +188 +3%
HR
149
Hayden Royal
North Carolina
$216K 6,527 +114 +2%
APWM
150
Atlas Private Wealth Management
New York
$211K 6,361 +1,736 +38%
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6
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