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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

131 hedge funds and large institutions have $194M invested in Invesco S&P SmallCap Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 65 reducing their positions, and 14 closing their positions.

Holders
131
Holders Change
-2
Holders Change %
-1.5%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
24
Reduced
65
Closed
14
Calls
$74M
Puts
$146M
Net Calls
-$72.4M
Net Calls Change
-$31.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.1M
2
PPA
2
Painted Porch Advisors
California
$7.3M
3
TC
3
Trilogy Capital
California
$25.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.16M
5
Citadel Advisors
5
Citadel Advisors
Florida
$872K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.66M
2
UBS Group
2
UBS Group
Switzerland
$8.66M
3
LPL Financial
3
LPL Financial
California
$9.12M
4
MMA
4
Miracle Mile Advisors
California
$1,000K
5
SFC
5
Strategic Financial Concepts
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AF
126
Advisornet Financial
Minnesota
$2.43K 55 -34 -38%
William Blair & Company
127
William Blair & Company
Illinois
$1.85K 42 – –
DFA
128
DHJJ Financial Advisors
Illinois
$1.59K 36 +20 +125%
AF
129
Allworth Financial
California
$839 19 -604 -97%
SS
130
Sunbelt Securities
Texas
$234 5 – –
TRCT
131
Tower Research Capital (TRC)
New York
$44 1 – –
OSAM
132
O'Shaughnessy Asset Management
Connecticut
$44 1 – –
SFC
133
Strategic Financial Concepts
Texas
– – -24,529 Closed
NWA
134
Navis Wealth Advisors
New York
– – -19,297 Closed
TLFA
135
True Link Financial Advisors
California
– – -18,079 Closed
SW
136
SteelPeak Wealth
California
– – -12,501 Closed
AWM
137
AE Wealth Management
Kansas
– – -12,482 Closed
HNWAG
138
High Net Worth Advisory Group
Florida
– – -5,853 Closed
SSB
139
Sandy Spring Bank
Maryland
– – -750 Closed
Creative Planning
140
Creative Planning
Kansas
– – -306 Closed
AAG
141
Armstrong Advisory Group
Massachusetts
– – -156 Closed
CIA
142
Cape Investment Advisory
Georgia
– – -135 Closed
GA
143
GoalVest Advisory
New York
– – -57 Closed
CPG
144
Cornerstone Planning Group
New Jersey
– – -20 Closed
TAM
145
Tucker Asset Management
Colorado
– – -15 Closed
SL
146
Savior LLC
Massachusetts
– – -5 Closed
Jane Street
147
Jane Street
New York
– – – –
IMC Chicago
148
IMC Chicago
Illinois
– – – –
AA
149
Ancora Advisors
Ohio
– – – –
MS
150
Maven Securities
Jersey
– – – –
3 4 5
6
7