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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

133 hedge funds and large institutions have $177M invested in Invesco S&P SmallCap Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 52 reducing their positions, and 16 closing their positions.

Holders
133
Holders Change
+2
Holders Change %
+1.53%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
32
Reduced
52
Closed
16
Calls
$33.2M
Puts
$74M
Net Calls
-$40.8M
Net Calls Change
-$16.7M

Top Buyers

1
PWAG
1
Polaris Wealth Advisory Group
California
$4.47M
2
EBWM
2
Eagle Bluffs Wealth Management
Missouri
$2.84M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.57M
4
TC
4
Trilogy Capital
California
$21.5M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$2.94M

Top Sellers

1
AT
1
Arden Trust
Delaware
$0
2
Ameriprise
2
Ameriprise
Minnesota
$2.88M
3
UBS Group
3
UBS Group
Switzerland
$9.48M
4
Jane Street
4
Jane Street
New York
$0
5
BCM
5
Brookstone Capital Management
Illinois
$9.55M
Name Market Value Shares Shares
Change 		Shares
Change %
CPG
126
Cornerstone Planning Group
New Jersey
$789 20 +20 New
DFA
127
DHJJ Financial Advisors
Illinois
$632 16 +16 New
TAM
128
Tucker Asset Management
Colorado
$592 15 +15 New
JHCP
129
Jackson Hole Capital Partners
Oklahoma
$276 7 – –
SS
130
Sunbelt Securities
Texas
$207 5 – –
JWA
131
JFS Wealth Advisors
Pennsylvania
$198 5 +1 +25%
SL
132
Savior LLC
Massachusetts
$197 5 – –
TRCT
133
Tower Research Capital (TRC)
New York
$39 1 -9 -90%
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$39 1 – –
AT
135
Arden Trust
Delaware
– – -434,084 Closed
Jane Street
136
Jane Street
New York
– – -46,240 Closed
GFWA
137
Grey Fox Wealth Advisors
Delaware
– – -15,823 Closed
9WM
138
9258 Wealth Management
Ohio
– – -12,047 Closed
E
139
ETFidea
New York
– – -6,391 Closed
AWA
140
Alta Wealth Advisors
Massachusetts
– – -5,347 Closed
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
– – -5,250 Closed
RI
142
Ridgewood Investments
New Jersey
– – -3,103 Closed
Barclays
143
Barclays
United Kingdom
– – -1,610 Closed
ADL
144
Asset Dedication LLC
California
– – -1,200 Closed
S
145
SignatureFD
Georgia
– – -703 Closed
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
– – -702 Closed
UB
147
UMB Bank
Missouri
– – -279 Closed
HS
148
Horan Securities
United States
– – -122 Closed
BTI
149
Blue Trust Inc
Georgia
– – -44 Closed
Toronto Dominion Bank
150
Toronto Dominion Bank
Ontario, Canada
– – -1 Closed
3 4 5
6
7