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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

147 hedge funds and large institutions have $251M invested in Invesco S&P SmallCap Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 66 reducing their positions, and 10 closing their positions.

Holders
147
Holders Change
+6
Holders Change %
+4.26%
% of All Funds
2.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
38
Reduced
66
Closed
10
Calls
$23.4M
Puts
$52M
Net Calls
-$28.6M
Net Calls Change
+$56.8M

Top Buyers

1
TC
1
Trilogy Capital
California
$18.5M
2
AT
2
Arden Trust
Delaware
$10.4M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$3.74M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.6M
5
GVAG
5
Great Valley Advisor Group
Delaware
$4.74M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.96M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$12.1M
3
AC
3
Avestar Capital
New York
$1.76M
4
FTUS
4
Flow Traders U.S.
New York
$261K
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$1.41M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
126
Cedar Wealth Management
California
$7.07K 167 – –
LC
127
Lindbrook Capital
California
$7.07K 167 – –
PA
128
Parallel Advisors
California
$6.8K 160 +1 +0.6%
QCG
129
Quadrant Capital Group
Ohio
$5.89K 139 -39 -22%
CIA
130
Cape Investment Advisory
Georgia
$5.72K 135 +135 New
FHA
131
First Horizon Advisors
Tennessee
$5.46K 129 – –
IA
132
IFP Advisors
Florida
$5.01K 104 -348 -77%
WP
133
WealthShield Partners
North Carolina
$4.83K 114 +114 New
HS
134
Horan Securities
United States
$3.39K 80 – –
PA
135
PSI Advisors
Florida
$3.05K 72 – –
BWL
136
Bogart Wealth LLC
Virginia
$3.05K 72 – –
CFD
137
Creative Financial Designs
Indiana
$2.71K 64 – –
FFA
138
Farther Finance Advisors
California
$2.5K 59 +59 New
AIM
139
Anchor Investment Management
South Carolina
$2.37K 56 +56 New
William Blair & Company
140
William Blair & Company
Illinois
$1.78K 42 – –
JHCP
141
Jackson Hole Capital Partners
Oklahoma
$1.48K 35 +35 New
CBT
142
Central Bank & Trust
Kentucky
$762 18 +18 New
SS
143
Sunbelt Securities
Texas
$218 5 +5 New
SL
144
Savior LLC
Massachusetts
$212 5 – –
GI
145
Gradient Investments
Minnesota
$127 3 – –
JWA
146
JFS Wealth Advisors
Pennsylvania
$85 2 +2 New
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$42 1 -353 -100%
SOS
148
Silver Oak Securities
Tennessee
– – -18,999 Closed
DCM
149
Dimension Capital Management
Florida
– – -12,911 Closed
CIAS
150
CFS Investment Advisory Services
New Jersey
– – -8,584 Closed
3 4 5
6
7