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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

226 hedge funds and large institutions have $1.24B invested in Invesco S&P SmallCap Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 99 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
226
Holders Change
+44
Holders Change %
+24.18%
% of All Funds
4.46%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.24%
New
63
Increased
99
Reduced
37
Closed
13
Calls
$141K
Puts
$31.8M
Net Calls
-$31.6M
Net Calls Change
-$13.3M

Top Buyers

1
PFG
1
Pacific Financial Group
Washington
$12.1M
2
Truist Financial
2
Truist Financial
North Carolina
$11M
3
CWA
3
Core Wealth Advisors
Florida
$9.38M
4
VCM
4
Verde Capital Management
Michigan
$8.55M
5
LPL Financial
5
LPL Financial
California
$51.1M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$26.5M
2
EWM
2
Executive Wealth Management
Michigan
$26.8M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$17.9M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$9.67M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BWA
151
Beam Wealth Advisors
Louisiana
$388K 7,619 +7,619 New
SBL
152
Sargent Bickham Lagudis
Colorado
$387K 7,600 – –
BF
153
BOK Financial
Oklahoma
$387K 7,608 +4 +0.1%
MAFM
154
Mid Atlantic Financial Management
Pennsylvania
$373K 7,331 -221 -3%
AWA
155
Acorn Wealth Advisors
Michigan
$373K 7,413 +494 +7%
VC
156
Vicus Capital
Pennsylvania
$354K 6,953 -390 -5%
RICHC
157
Renaissance Investment Consultants Holding Company
Pennsylvania
$351K 6,899 +6,899 New
RI
158
Ridgewood Investments
New Jersey
$344K 6,752 +7 +0.1%
HR
159
Hayden Royal
North Carolina
$328K 6,413 +6,413 New
SFS
160
Sowell Financial Services
Arkansas
$328K 6,444 -10,569 -62%
N
161
Natixis
France
$325K 6,402 +14 +0.2%
NL
162
NWAM LLC
Washington
$325K 6,394 +1,857 +41%
CWM
163
Cornerstone Wealth Management
Missouri
$312K 6,138 +336 +6%
AA
164
Advisory Alpha
Michigan
$306K 6,020 -314 -5%
PA
165
PSI Advisors
Florida
$303K 5,960 +5,960 New
PPP
166
Private Portfolio Partners
New Jersey
$273K 5,371 -996 -16%
FFA
167
Fragasso Financial Advisors
Pennsylvania
$259K 5,093 -80 -2%
QWM
168
QP Wealth Management
New Jersey
$256K 5,072 +5,072 New
LFG
169
LifePlan Financial Group
Ohio
$246K 4,835 +460 +11%
AIA
170
Armor Investment Advisors
North Carolina
$241K 4,729 +3 +0.1%
WIA
171
World Investment Advisors
California
$235K 4,614 +4,614 New
APWM
172
Atlas Private Wealth Management
New York
$235K 4,625 +4,625 New
EFL
173
ERn Financial LLC
Wisconsin
$234K 4,596 – –
WP
174
WealthSource Partners
California
$229K 4,494 – –
RG
175
Retirement Group
California
$216K 4,240 +4,240 New
5 6
7
8 9