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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 %
CFN
201
Cordasco Financial Network
Florida
$35K 695 – –
LPWM
202
Lake Point Wealth Management
Texas
$33K 647 +647 New
CIAS
203
Capital Investment Advisory Services
North Carolina
$30K 590 +75 +15%
FCA
204
FinTrust Capital Advisors
South Carolina
$28K 542 – –
Fidelity Investments
205
Fidelity Investments
Massachusetts
$26K 509 -2 -0.4%
BWM
206
Baystate Wealth Management
Massachusetts
$26K 512 +512 New
DI
207
Disciplined Investments
Oklahoma
$25K 496 +496 New
GI
208
Gradient Investments
Minnesota
$25K 500 +500 New
FHA
209
Flagship Harbor Advisors
Massachusetts
$24K 480 +80 +20%
PMFA
210
Plante Moran Financial Advisors
Michigan
$19K 367 +367 New
RFA
211
Reilly Financial Advisors
California
$16K 306 – –
RIA
212
Realta Investment Advisors
Delaware
$16K 312 – –
QCG
213
Quadrant Capital Group
Ohio
$16K 318 – –
JFA
214
JNBA Financial Advisors
Minnesota
$15K 300 – –
CAL
215
Capital Analysts LLC
Pennsylvania
$15K 300 – –
FRA
216
Front Row Advisors
California
$11K 225 – –
FMP
217
Financial Management Professionals
Texas
$10K 197 – –
AF
218
Advisornet Financial
Minnesota
$8K 152 -1,915 -93%
BWL
219
Bogart Wealth LLC
Virginia
$6K 116 – –
HI
220
Hoey Investments
Pennsylvania
$5K 90 +90 New
S
221
SignatureFD
Georgia
$4K 78 +78 New
WQ
222
Wealth Quarterback
New Jersey
$3.08K 61 +61 New
VFA
223
Valeo Financial Advisors
Indiana
$3K 50 – –
CTC
224
Central Trust Company
Missouri
$2K 46 – –
EIP
225
Ellis Investment Partners
Pennsylvania
$2K 54 +1 +2%
6 7 8
9
10