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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

162 hedge funds and large institutions have $988M invested in Invesco S&P SmallCap Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 79 reducing their positions, and 22 closing their positions.

Holders
162
Holders Change
-4
Holders Change %
-2.41%
% of All Funds
2.85%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
33
Reduced
79
Closed
22
Calls
$9.2M
Puts
$10.3M
Net Calls
-$1.12M
Net Calls Change
+$53.4M

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$3.51M
2
HI
2
Harbour Investments
Wisconsin
$2.55M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.77M
4
GVAG
4
Great Valley Advisor Group
Delaware
$2.46M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$15.4M

Top Sellers

1
Invesco
1
Invesco
Georgia
$654M
2
AWM
2
AE Wealth Management
Kansas
$613K
3
SS
3
Simplicity Solutions
Minnesota
$0
4
AFA
4
American Financial Advisors
Georgia
$3.96M
5
Ameriprise
5
Ameriprise
Minnesota
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
BWL
151
Bogart Wealth LLC
Virginia
$7K 144 – –
PA
152
Parallel Advisors
California
$7K 153 +1 +0.7%
IA
153
IFP Advisors
Florida
$5K 104 -70 -40%
SFS
154
Sowell Financial Services
Arkansas
$5K 99 – –
CAAS
155
Capital Asset Advisory Services
Michigan
$5K 119 – –
HS
156
Horan Securities
United States
$4K 80 – –
EIP
157
Ellis Investment Partners
Pennsylvania
$3K 56 – –
CFD
158
Creative Financial Designs
Indiana
$3K 64 – –
LS
159
Leelyn Smith
Illinois
$3K 63 – –
CTC
160
Central Trust Company
Missouri
$3K 67 +67 New
William Blair & Company
161
William Blair & Company
Illinois
$2K 42 – –
CFA
162
Carroll Financial Associates
North Carolina
$2K 63 – –
SL
163
Savior LLC
Massachusetts
$1K 20 – –
SS
164
Simplicity Solutions
Minnesota
– – -816,505 Closed
FI
165
FormulaFolio Investments
Michigan
– – -255,379 Closed
HF
166
HRT Financial
New York
– – -36,888 Closed
FTUS
167
Flow Traders U.S.
New York
– – -34,018 Closed
IWM
168
IHT Wealth Management
Illinois
– – -19,504 Closed
BAM
169
Belpointe Asset Management
Nevada
– – -14,323 Closed
CIC
170
Carnegie Investment Counsel
Ohio
– – -14,132 Closed
WWM
171
Western Wealth Management
Colorado
– – -7,497 Closed
PPP
172
Private Portfolio Partners
New Jersey
– – -6,983 Closed
PA
173
PSI Advisors
Florida
– – -6,167 Closed
NL
174
NWAM LLC
Washington
– – -5,953 Closed
M&T Bank
175
M&T Bank
New York
– – -5,636 Closed
4 5 6
7
8