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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 $755M invested in Invesco S&P SmallCap Low Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 79 reducing their positions, and 16 closing their positions.

Holders
160
Holders Change
-2
Holders Change %
-1.23%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
37
Reduced
79
Closed
16
Calls
$19.2M
Puts
$20.9M
Net Calls
-$1.65M
Net Calls Change
-$535K

Top Buyers

1
PWAG
1
Polaris Wealth Advisory Group
California
$3.96M
2
FTUS
2
Flow Traders U.S.
New York
$2.79M
3
AAP
3
Arax Advisory Partners
Colorado
$2.17M
4
WI
4
WBI Investments
New Jersey
$2.26M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$16.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$438M
2
BCM
2
Brookstone Capital Management
Illinois
$10.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.07M
4
OMC
4
Old Mission Capital
Illinois
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$23.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AWMS
126
Advocacy Wealth Management Services
Georgia
$53K 1,137 -4,259 -79%
Citigroup
127
Citigroup
New York
$52K 1,100 +100 +10%
ASN
128
Advisory Services Network
Georgia
$38K 800 +800 New
PFA
129
Professional Financial Advisors
Nebraska
$36K 766 – –
RIM
130
Rockbridge Investment Management
New York
$36K 766 +2 +0.3%
CFN
131
Cordasco Financial Network
Florida
$33K 695 – –
CI
132
CX Institutional
Indiana
$31K 668 – –
LAS
133
Lloyd Advisory Services
Georgia
$29K 610 -1,366 -69%
PFGIA
134
Patriot Financial Group Insurance Agency
Massachusetts
$28K 589 -650 -52%
PMFA
135
Plante Moran Financial Advisors
Michigan
$26K 545 – –
US Bancorp
136
US Bancorp
Minnesota
$24K 507 -2,150 -81%
FF
137
FourThought Financial
Florida
$17K 363 – –
OSAM
138
O'Shaughnessy Asset Management
Connecticut
$17K 355 +355 New
WP
139
WealthShield Partners
North Carolina
$15K 314 – –
RFA
140
Reilly Financial Advisors
California
$14K 306 – –
CAL
141
Capital Analysts LLC
Pennsylvania
$14K 300 – –
JFA
142
JNBA Financial Advisors
Minnesota
$14K 300 – –
COCM
143
Charter Oak Capital Management
New Hampshire
$14K 294 +150 +104%
AF
144
Advisornet Financial
Minnesota
$12K 255 +1 +0.4%
FRA
145
Front Row Advisors
California
$11K 225 – –
QCG
146
Quadrant Capital Group
Ohio
$10K 218 – –
GWS
147
Glassman Wealth Services
Virginia
$8K 165 – –
PA
148
Parallel Advisors
California
$7K 153 – –
TFS
149
TrustCore Financial Services
Tennessee
$5K 115 -1,812 -94%
IA
150
IFP Advisors
Florida
$5K 104 – –
4 5
6
7 8