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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

166 hedge funds and large institutions have $1.08B invested in Invesco S&P SmallCap Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 36 increasing their positions, 79 reducing their positions, and 27 closing their positions.

Holders
166
Holders Change
+6
Holders Change %
+3.75%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
36
Reduced
79
Closed
27
Calls
$28.2M
Puts
$82.7M
Net Calls
-$54.5M
Net Calls Change
-$59M

Top Buyers

1
SS
1
Simplicity Solutions
Minnesota
$33.3M
2
AWM
2
AE Wealth Management
Kansas
$33.1M
3
FI
3
FormulaFolio Investments
Michigan
$10.4M
4
SAS
4
Sanford Advisory Services
Michigan
$6.06M
5
Wells Fargo
5
Wells Fargo
California
$28.3M

Top Sellers

1
Invesco
1
Invesco
Georgia
$633M
2
LPL Financial
2
LPL Financial
California
$15.2M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.2M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$5.01M
5
AAS
5
Avantax Advisory Services
Texas
$1.87M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
151
IFP Advisors
Florida
$7K 174 – –
AF
152
Advisornet Financial
Minnesota
$6K 158 +1 +0.6%
PA
153
Parallel Advisors
California
$6K 152 +1 +0.7%
COCM
154
Charter Oak Capital Management
New Hampshire
$6K 144 +144 New
BWL
155
Bogart Wealth LLC
Virginia
$5K 144 -44 -23%
CAAS
156
Capital Asset Advisory Services
Michigan
$5K 119 +119 New
SFS
157
Sowell Financial Services
Arkansas
$4K 99 – –
LS
158
Leelyn Smith
Illinois
$3K 63 -408 -87%
CFD
159
Creative Financial Designs
Indiana
$3K 64 +64 New
HS
160
Horan Securities
United States
$3K 80 +80 New
AF
161
Allworth Financial
California
$3K 82 +82 New
CFA
162
Carroll Financial Associates
North Carolina
$2K 63 -751 -92%
William Blair & Company
163
William Blair & Company
Illinois
$2K 42 -431 -91%
EIP
164
Ellis Investment Partners
Pennsylvania
$2K 56 +1 +2%
TIAM2
165
Tru Independence Asset Management 2
Oregon
$2K 61 +61 New
SL
166
Savior LLC
Massachusetts
$1K 20 – –
Qube Research & Technologies (QRT)
167
Qube Research & Technologies (QRT)
United Kingdom
– – -151,906 Closed
HI
168
Horizon Investments
North Carolina
– – -103,350 Closed
22CM
169
20/20 Capital Management
California
– – -83,131 Closed
JPMorgan Chase & Co
170
JPMorgan Chase & Co
New York
– – -50,000 Closed
WAS
171
Wealth Advisory Solutions
Indiana
– – -38,924 Closed
Stifel Financial
172
Stifel Financial
Missouri
– – -36,697 Closed
Marshall Wace
173
Marshall Wace
United Kingdom
– – -36,242 Closed
BWA
174
Beam Wealth Advisors
Louisiana
– – -29,340 Closed
RJT
175
Raymond James Trust
Florida
– – -28,363 Closed
5 6
7
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