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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

160 hedge funds and large institutions have $916M invested in Invesco S&P SmallCap Low Volatility ETF in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 78 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
-12
Holders Change %
-6.98%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
19
Increased
43
Reduced
78
Closed
30
Calls
$21M
Puts
$16.5M
Net Calls
+$4.51M
Net Calls Change
+$14.3M

Top Buyers

1
Invesco
Invesco
Georgia
$540M
2
SWAG
Spectrum Wealth Advisory Group
California
$7.74M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$5.04M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.06M
5
MMA
Miracle Mile Advisors
California
$2.45M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
$9.81M
2
Ameriprise
Ameriprise
Minnesota
$24M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.5M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.68M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Cedar Wealth Management
California
$69K +$397 +12 +0.6%
TFS
127
TrustCore Financial Services
Tennessee
$64K – – –
US Bancorp
128
US Bancorp
Minnesota
$53K -$60K -1,794 -53%
ST
129
Smithfield Trust
Pennsylvania
$45K – – –
ASN
130
Advisory Services Network
Georgia
$43K +$43K +1,294 New
CFA
131
Carroll Financial Associates
North Carolina
$27K +$265 +8 +1%
PFA
132
Professional Financial Advisors
Nebraska
$26K +$26K +760 New
RIM
133
Rockbridge Investment Management
New York
$25K +$264 +8 +1%
CFN
134
Cordasco Financial Network
Florida
$23K – – –
PFS
135
Prospera Financial Services
Texas
$22K +$22K +651 New
PMFA
136
Plante Moran Financial Advisors
Michigan
$20K +$3.5K +103 +21%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$19K – – –
GI
138
Gradient Investments
Minnesota
$17K – – –
BWM
139
Baystate Wealth Management
Massachusetts
$17K +$130 +4 +0.8%
LS
140
Leelyn Smith
Illinois
$16K +$68 +2 +0.4%
William Blair & Company
141
William Blair & Company
Illinois
$16K +$13.4K +396 +514%
CAL
142
Capital Analysts LLC
Pennsylvania
$10K – – –
RFA
143
Reilly Financial Advisors
California
$10K – – –
JFA
144
JNBA Financial Advisors
Minnesota
$10K – – –
FRA
145
Front Row Advisors
California
$9K – – –
TF
146
TimeScale Financial
Massachusetts
$8K +$8K +251 New
QCG
147
Quadrant Capital Group
Ohio
$7K – – –
IA
148
IFP Advisors
Florida
$6K -$18.1K -525 -75%
BWL
149
Bogart Wealth LLC
Virginia
$6K -$957 -30 -14%
RCA
150
Rowland Carmichael Advisors
Arizona
$6K – – –
4 5
6
7 8