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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

160 hedge funds and large institutions have $755M invested in Invesco S&P SmallCap Low Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 79 reducing their positions, and 16 closing their positions.

Holders
160
Holders Change
-2
Holders Change %
-1.23%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
37
Reduced
79
Closed
16
Calls
$19.2M
Puts
$20.9M
Net Calls
-$1.65M
Net Calls Change
-$535K

Top Buyers

1
PWAG
1
Polaris Wealth Advisory Group
California
$3.96M
2
FTUS
2
Flow Traders U.S.
New York
$2.79M
3
AAP
3
Arax Advisory Partners
Colorado
$2.17M
4
WI
4
WBI Investments
New Jersey
$2.26M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$16.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$438M
2
BCM
2
Brookstone Capital Management
Illinois
$10.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.07M
4
OMC
4
Old Mission Capital
Illinois
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$23.5M
Name Market Value Shares Shares
Change 		Shares
Change %
HS
151
Horan Securities
United States
$4K 80 – –
BWL
152
Bogart Wealth LLC
Virginia
$3K 72 -72 -50%
CAAS
153
Capital Asset Advisory Services
Michigan
$3K 59 -60 -50%
LS
154
Leelyn Smith
Illinois
$3K 63 – –
CFD
155
Creative Financial Designs
Indiana
$3K 64 – –
WQ
156
Wealth Quarterback
New Jersey
$3K 62 +62 New
EIP
157
Ellis Investment Partners
Pennsylvania
$2K 56 – –
William Blair & Company
158
William Blair & Company
Illinois
$2K 42 – –
CFA
159
Carroll Financial Associates
North Carolina
$2K 63 – –
SL
160
Savior LLC
Massachusetts
$1K 20 – –
BlackRock
161
BlackRock
New York
$1K 15 +15 New
OMC
162
Old Mission Capital
Illinois
– – -76,412 Closed
AIP
163
Almanack Investment Partners
Pennsylvania
– – -33,356 Closed
IA
164
IFG Advisory
Georgia
– – -29,573 Closed
AWM
165
AE Wealth Management
Kansas
– – -13,368 Closed
UCFA
166
United Capital Financial Advisors
Texas
– – -6,187 Closed
SPC
167
Sigma Planning Corp
Michigan
– – -5,438 Closed
BRWA
168
B. Riley Wealth Advisors
Florida
– – -4,975 Closed
WCF
169
West Coast Financial
California
– – -4,411 Closed
AIC
170
Ameritas Investment Company
Nebraska
– – -1,888 Closed
WAP
171
Wealthcare Advisory Partners
Pennsylvania
– – -1,067 Closed
EP
172
Eudaimonia Partners
Tennessee
– – -895 Closed
CCC
173
Crescent Capital Consulting
Louisiana
– – -539 Closed
APWM
174
Atlas Private Wealth Management
New York
– – -475 Closed
First Manhattan
175
First Manhattan
New York
– – -250 Closed
4 5 6
7
8