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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 %
FTS
176
Fifth Third Securities
Ohio
$214K 4,207 +4,207 New
SAM
177
SignalPoint Asset Management
Missouri
$212K 4,166 +1 +0%
CFGS
178
Concourse Financial Group Securities
Alabama
$210K 4,121 +4,121 New
IFWM
179
Institute for Wealth Management
Colorado
$210K 4,132 +4,132 New
TC
180
Tatro Capital
Kentucky
$207K 4,078 +4,078 New
BAM
181
Belpointe Asset Management
Nevada
$194K 3,821 +71 +2%
SBSB
182
Sullivan, Bruyette, Speros & Blaney
Virginia
$182K 3,586 +3 +0.1%
CAL
183
Capital Advisors Ltd
Ohio
$168K 3,300 +3,300 New
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$135K 2,662 – –
William Blair & Company
185
William Blair & Company
Illinois
$132K 2,595 -372 -13%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$129K 2,761 – –
BRC
187
Bell Rock Capital
Delaware
$128K 2,518 +13 +0.5%
SSB
188
Sandy Spring Bank
Maryland
$120K 2,366 – –
IA
189
IFP Advisors
Florida
$115K 2,245 -6,028 -73%
TFS
190
TrustCore Financial Services
Tennessee
$98K 1,927 – –
ASN
191
Advisory Services Network
Georgia
$78K 1,540 – –
PWP
192
Personal Wealth Partners
Minnesota
$68K 1,340 +325 +32%
HWM
193
Howard Wealth Management
Connecticut
$60K 1,185 +1,185 New
PB
194
Pinnacle Bancorp
Nebraska
$57K 1,125 – –
FA
195
Fortis Advisors
Pennsylvania
$48K 946 +5 +0.5%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$44K 872 – –
PA
197
Parallel Advisors
California
$42K 830 +8 +1%
CA
198
CXI Advisors
Indiana
$42K 830 +830 New
CFA
199
Carroll Financial Associates
North Carolina
$40K 792 +66 +9%
CBT
200
Capital Bank & Trust
California
$36K 700 – –
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8
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