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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

172 hedge funds and large institutions have $579M invested in Invesco S&P SmallCap Low Volatility ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 51 closing their positions.

Holders
172
Holders Change
-34
Holders Change %
-16.5%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
18
Increased
58
Reduced
76
Closed
51
Calls
$16.9M
Puts
$26.7M
Net Calls
-$9.82M
Net Calls Change
+$3.28M

Top Buyers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$49.3M
2
SW
2
SlateStone Wealth
Florida
$10.1M
3
PI
3
PFS Investments
Georgia
$13M
4
Invesco
4
Invesco
Georgia
$41.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.66M
2
Wells Fargo
2
Wells Fargo
California
$20.8M
3
Ameriprise
3
Ameriprise
Minnesota
$37.6M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.29M
5
EWM
5
Executive Wealth Management
Michigan
$453K
Name Holding Trade Value Shares
Change 		Shares
Change %
LS
151
Leelyn Smith
Illinois
$16K +$68 +2 +0.4%
PMFA
152
Plante Moran Financial Advisors
Michigan
$16K +$3.5K +106 +28%
RFA
153
Reilly Financial Advisors
California
$10K – – –
CAL
154
Capital Analysts LLC
Pennsylvania
$10K – – –
JFA
155
JNBA Financial Advisors
Minnesota
$10K – – –
FRA
156
Front Row Advisors
California
$8K – – –
SFG
157
Sowa Financial Group
Rhode Island
$8K +$8K +243 New
QCG
158
Quadrant Capital Group
Ohio
$7K -$3.21K -100 -31%
BWL
159
Bogart Wealth LLC
Virginia
$7K – – –
HGWM
160
Harvest Group Wealth Management
Massachusetts
$6K -$4.83M -156,253 -100%
RCA
161
Rowland Carmichael Advisors
Arizona
$6K – – –
CFO
162
CVA Family Office
Colorado
$6K – – –
PA
163
Parallel Advisors
California
$5K +$67 +2 +1%
AF
164
Advisornet Financial
Minnesota
$5K +$64 +2 +1%
SFS
165
Sowell Financial Services
Arkansas
$3K -$142K -4,700 -98%
William Blair & Company
166
William Blair & Company
Illinois
$3K -$22.4K -576 -88%
FHA
167
Flagship Harbor Advisors
Massachusetts
$3K -$8.58K -326 -74%
OPS
168
Orion Portfolio Solutions
Nebraska
$3K +$557 +18 +23%
NCM
169
New Capital Management
Texas
$3K +$3K +103 New
CTC
170
Central Trust Company
Missouri
$2K – – –
OIA
171
Optimum Investment Advisors
Illinois
$2K – – –
SL
172
Savior LLC
Massachusetts
$1K – – –
EIP
173
Ellis Investment Partners
Pennsylvania
$1K +$18 +1 +2%
LWAC
174
Laurel Wealth Advisors (California)
California
– -$4.73M -142,802 Closed
SMG
175
Smart Money Group
Texas
– -$2.57M -77,502 Closed
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7
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