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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

150 hedge funds and large institutions have $739M invested in Invesco S&P SmallCap Low Volatility ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 65 reducing their positions, and 17 closing their positions.

Holders
150
Holders Change
-10
Holders Change %
-6.25%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
51
Reduced
65
Closed
17
Calls
$14.1M
Puts
$14.7M
Net Calls
-$620K
Net Calls Change
+$1.03M

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$6.3M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$1.42M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$18.8M
4
GVAG
4
Great Valley Advisor Group
Delaware
$3.58M
5
KAS
5
Kestra Advisory Services
Texas
$2.91M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$18M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$20.5M
3
SP
3
Symmetry Partners
Connecticut
$0
4
FTUS
4
Flow Traders U.S.
New York
$1.42M
5
ACM
5
Ashford Capital Management
Delaware
$2.99M
Name Market Value Shares Shares
Change 		Shares
Change %
COCM
126
Charter Oak Capital Management
New Hampshire
$18K 387 +93 +32%
FF
127
FourThought Financial
Florida
$17K 363 – –
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$17K 356 +1 +0.3%
RFA
129
Reilly Financial Advisors
California
$14K 306 – –
CAL
130
Capital Analysts LLC
Pennsylvania
$14K 300 – –
AF
131
Advisornet Financial
Minnesota
$12K 255 – –
FRA
132
Front Row Advisors
California
$11K 225 – –
QCG
133
Quadrant Capital Group
Ohio
$10K 218 – –
CWM
134
Cedar Wealth Management
California
$8K 167 -1,938 -92%
GWS
135
Glassman Wealth Services
Virginia
$8K 166 +1 +0.6%
JFA
136
JNBA Financial Advisors
Minnesota
$7K 151 -149 -50%
PA
137
Parallel Advisors
California
$7K 154 +1 +0.7%
LPWM
138
Lake Point Wealth Management
Texas
$7K 149 +149 New
CFO
139
CVA Family Office
Colorado
$6K 174 +174 New
IA
140
IFP Advisors
Florida
$5K 104 – –
TFS
141
TrustCore Financial Services
Tennessee
$5K 115 – –
LS
142
Leelyn Smith
Illinois
$3K 63 – –
CFD
143
Creative Financial Designs
Indiana
$3K 64 – –
CAAS
144
Capital Asset Advisory Services
Michigan
$3K 59 – –
BWL
145
Bogart Wealth LLC
Virginia
$3K 72 – –
WQ
146
Wealth Quarterback
New Jersey
$3K 63 +1 +2%
CI
147
CX Institutional
Indiana
$2K 37 -631 -94%
EIP
148
Ellis Investment Partners
Pennsylvania
$2K 56 – –
William Blair & Company
149
William Blair & Company
Illinois
$2K 42 – –
CFA
150
Carroll Financial Associates
North Carolina
$2K 63 – –
3 4 5
6
7