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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

141 hedge funds and large institutions have $427M invested in Invesco S&P SmallCap Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
141
Holders Change
+3
Holders Change %
+2.17%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
46
Reduced
55
Closed
10
Calls
$28.5M
Puts
$114M
Net Calls
-$85.4M
Net Calls Change
+$243M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$33.7M
2
Mariner
2
Mariner
Kansas
$4.43M
3
SAG
3
SageView Advisory Group
California
$3.12M
4
FTUS
4
Flow Traders U.S.
New York
$2.52M
5
BWP
5
Baldwin Wealth Partners
Massachusetts
$1.74M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$383K
2
Invesco
2
Invesco
Georgia
$147M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$18.8M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.01M
Name Market Value Shares Shares
Change 		Shares
Change %
LC
126
Lindbrook Capital
California
$7.46K 167 – –
PA
127
Parallel Advisors
California
$7.11K 159 – –
S
128
SignatureFD
Georgia
$6.54K 147 -40 -21%
FHA
129
First Horizon Advisors
Tennessee
$5.76K 129 -5,715 -98%
SIS
130
Sound Income Strategies
Florida
$5.63K 126 +126 New
HS
131
Horan Securities
United States
$3.57K 80 – –
Fidelity Investments
132
Fidelity Investments
Massachusetts
$3.48K 78 -147 -65%
BWL
133
Bogart Wealth LLC
Virginia
$3.22K 72 – –
PA
134
PSI Advisors
Florida
$3.22K 72 – –
CFD
135
Creative Financial Designs
Indiana
$2.86K 64 – –
PAG
136
Private Advisor Group
New Jersey
$2.27K 50,734 +85 +0.2%
William Blair & Company
137
William Blair & Company
Illinois
$1.88K 42 – –
PIMG
138
Patriot Investment Management Group
Tennessee
$1.7K 37 +37 New
LWA
139
Lowe Wealth Advisors
Maryland
$625 14 -5 -26%
SL
140
Savior LLC
Massachusetts
$223 5 – –
GI
141
Gradient Investments
Minnesota
$134 3 -344 -99%
BlackRock
142
BlackRock
New York
$31 1 – –
TRCT
143
Tower Research Capital (TRC)
New York
– – -22,698 Closed
HGERS
144
Householder Group Estate & Retirement Specialist
Arizona
– – -11,650 Closed
WWM
145
Western Wealth Management
Colorado
– – -7,695 Closed
WIA
146
World Investment Advisors
California
– – -7,643 Closed
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
– – -7,379 Closed
QWM
148
QP Wealth Management
New Jersey
– – -7,355 Closed
PFA
149
Professional Financial Advisors
Nebraska
– – -787 Closed
IAMOG
150
Investors Asset Management of Georgia
Georgia
– – -650 Closed
3 4 5
6
7