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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

172 hedge funds and large institutions have $579M invested in Invesco S&P SmallCap Low Volatility ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-34
Holders Change %
-16.5%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
18
Increased
58
Reduced
76
Closed
51
Calls
$16.9M
Puts
$26.7M
Net Calls
-$9.82M
Net Calls Change
+$3.28M

Top Buyers

1
HSA
HBK Sorce Advisory
Pennsylvania
$49.3M
2
SW
SlateStone Wealth
Florida
$10.1M
3
PI
PFS Investments
Georgia
$13M
4
Invesco
Invesco
Georgia
$41.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.6M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$9.66M
2
Wells Fargo
Wells Fargo
California
$20.8M
3
Ameriprise
Ameriprise
Minnesota
$37.6M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$6.29M
5
EWM
Executive Wealth Management
Michigan
$453K
Name Holding Trade Value Shares
Change 		Shares
Change %
WCF
126
West Coast Financial
California
$213K -$11.9M -351,022 -98%
KFA
127
Kays Financial Advisory
Georgia
$213K -$10.8M -318,658 -98%
NL
128
NWAM LLC
Washington
$200K +$200K +5,921 New
CFGS
129
Concourse Financial Group Securities
Alabama
$198K +$49.4K +1,456 +33%
LFG
130
LifePlan Financial Group
Ohio
$183K – – –
CAC
131
Certified Advisory Corp
Florida
$156K -$617K -18,277 -80%
CI
132
CX Institutional
Indiana
$156K -$86.6K -2,557 -36%
RG
133
Retirement Group
California
$145K +$145K +4,284 New
FPFS
134
First Personal Financial Services
North Carolina
$138K – – –
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$129K – – –
US Bancorp
136
US Bancorp
Minnesota
$114K -$144K -4,258 -56%
PCFFS
137
Pacific Center for Financial Services
California
$108K +$1.32K +39 +1%
CAAS
138
Capital Asset Advisory Services
Michigan
$94K -$500K -13,788 -84%
CWM
139
Cedar Wealth Management
California
$70K +$405 +12 +0.6%
TFS
140
TrustCore Financial Services
Tennessee
$65K – – –
ST
141
Smithfield Trust
Pennsylvania
$46K – – –
CIAS
142
Capital Investment Advisory Services
North Carolina
$45K +$102 +3 +0.2%
CFA
143
Carroll Financial Associates
North Carolina
$27K +$134 +4 +0.5%
RIM
144
Rockbridge Investment Management
New York
$25K +$25K +750 New
IA
145
IFP Advisors
Florida
$24K -$36.7K -1,070 -60%
CFN
146
Cordasco Financial Network
Florida
$24K – – –
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$19K +$19K +564 New
BWM
148
Baystate Wealth Management
Massachusetts
$18K +$69 +2 +0.4%
GI
149
Gradient Investments
Minnesota
$17K – – –
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$16K -$4.36K -125 -21%
4 5
6
7 8