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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

172 hedge funds and large institutions have $579M invested in Invesco S&P SmallCap Low Volatility ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-34
Holders Change %
-16.5%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
18
Increased
58
Reduced
76
Closed
51
Calls
$16.9M
Puts
$26.7M
Net Calls
-$9.82M
Net Calls Change
+$3.28M

Top Buyers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$49.3M
2
SW
2
SlateStone Wealth
Florida
$10.1M
3
PI
3
PFS Investments
Georgia
$13M
4
Invesco
4
Invesco
Georgia
$41.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.66M
2
Wells Fargo
2
Wells Fargo
California
$20.8M
3
Ameriprise
3
Ameriprise
Minnesota
$37.6M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.29M
5
EWM
5
Executive Wealth Management
Michigan
$453K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
201
Thoroughbred Financial Services
Tennessee
– -$257K -7,753 Closed
QWM
202
QP Wealth Management
New Jersey
– -$250K -7,740 Closed
VC
203
Vicus Capital
Pennsylvania
– -$237K -7,141 Closed
BRWA
204
B. Riley Wealth Advisors
Florida
– -$237K -7,122 Closed
HR
205
Hayden Royal
North Carolina
– -$216K -6,527 Closed
AA
206
Advisory Alpha
Michigan
– -$205K -6,323 Closed
RI
207
Ridgewood Investments
New Jersey
– -$207K -6,244 Closed
CWM
208
Cornerstone Wealth Management
Missouri
– -$205K -6,200 Closed
WAP
209
Wealthcare Advisory Partners
Pennsylvania
– -$194K -5,857 Closed
SF
210
Synovus Financial
Georgia
– -$150K -4,608 Closed
BAM
211
Belpointe Asset Management
Nevada
– -$135K -4,067 Closed
AIC
212
Ameritas Investment Company
Nebraska
– -$104K -3,457 Closed
ASN
213
Advisory Services Network
Georgia
– -$51K -1,540 Closed
PB
214
Pinnacle Bancorp
Nebraska
– -$37K -1,125 Closed
FA
215
Fortis Advisors
Pennsylvania
– -$32K -955 Closed
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
– -$27K -872 Closed
CBT
217
Capital Bank & Trust
California
– -$23K -700 Closed
Deutsche Bank
218
Deutsche Bank
Germany
– -$4K -106 Closed
PFBT
219
Parkside Financial Bank & Trust
Missouri
– -$3K -100 Closed
BlackRock
220
BlackRock
New York
– -$3K -98 Closed
TPWA
221
TRUE Private Wealth Advisors
Oregon
– -$2K -88 Closed
WQ
222
Wealth Quarterback
New Jersey
– -$2.03K -61 Closed
VFA
223
Valeo Financial Advisors
Indiana
– -$2K -50 Closed
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