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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

182 hedge funds and large institutions have $1.01B invested in Invesco S&P SmallCap Low Volatility ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
182
Holders Change
+6
Holders Change %
+3.41%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.13%
New
24
Increased
96
Reduced
36
Closed
17
Calls
$351K
Puts
$18.7M
Net Calls
-$18.3M
Net Calls Change
-$2.72M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$86.2M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$13.3M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$23.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27.8M
5
Wells Fargo
5
Wells Fargo
California
$56.7M

Top Sellers

1
KFA
1
Kays Financial Advisory
Georgia
$13.8M
2
SWM
2
Sequoia Wealth Management
Illinois
$0
3
WWM
3
Western Wealth Management
Colorado
$718K
4
Goldman Sachs
4
Goldman Sachs
New York
$205K
5
CI
5
CX Institutional
Indiana
$9.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
151
Advantage Investment Management
Iowa
$88K 1,796 +202 +13%
ASN
152
Advisory Services Network
Georgia
$74K 1,540 – –
PB
153
Pinnacle Bancorp
Nebraska
$55K 1,125 – –
GSWM
154
Golden State Wealth Management
California
$54K 1,101 -513 -32%
PWP
155
Personal Wealth Partners
Minnesota
$50K 1,015 +1,015 New
FA
156
Fortis Advisors
Pennsylvania
$46K 941 +9 +1%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$43K 872 – –
AIC
158
Ameritas Investment Company
Nebraska
$41K 830 +830 New
PA
159
Parallel Advisors
California
$40K 822 +4 +0.5%
CFA
160
Carroll Financial Associates
North Carolina
$35K 726 +600 +476%
CFN
161
Cordasco Financial Network
Florida
$34K 695 – –
CBT
162
Capital Bank & Trust
California
$34K 700 – –
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$26K 530 -370 -41%
FCA
164
FinTrust Capital Advisors
South Carolina
$26K 542 – –
Fidelity Investments
165
Fidelity Investments
Massachusetts
$25K 511 +380 +290%
CIAS
166
Capital Investment Advisory Services
North Carolina
$25K 515 +450 +692%
FHA
167
Flagship Harbor Advisors
Massachusetts
$19K 400 – –
ONST
168
Old North State Trust
North Carolina
$17K 350 +350 New
QCG
169
Quadrant Capital Group
Ohio
$15K 318 – –
JFA
170
JNBA Financial Advisors
Minnesota
$15K 300 – –
RFA
171
Reilly Financial Advisors
California
$15K 306 – –
RIA
172
Realta Investment Advisors
Delaware
$15K 312 +312 New
CAL
173
Capital Analysts LLC
Pennsylvania
$14K 300 – –
FRA
174
Front Row Advisors
California
$11K 225 – –
FMP
175
Financial Management Professionals
Texas
$10K 197 +197 New
5 6
7
8 9