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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

66 hedge funds and large institutions have $345M invested in Invesco S&P SmallCap Low Volatility ETF in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 8 reducing their positions, and 8 closing their positions.

Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
15
Increased
38
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.4M
2
Wells Fargo
2
Wells Fargo
California
$22.2M
3
UBS Group
3
UBS Group
Switzerland
$29.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$29.8M
5
AG
5
Advisor Group
Arizona
$5.85M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Invesco
2
Invesco
Georgia
$49M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
FHC
4
First Heartland Consultants
Missouri
$1.54M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$53.4M 1,380,272 +658,099 +91%
Invesco
2
Invesco
Georgia
$49M 1,265,372 -71,312 -5%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$29.8M 771,443 +168,109 +28%
UBS Group
4
UBS Group
Switzerland
$29.6M 766,066 +270,424 +55%
Bank of America
5
Bank of America
North Carolina
$24.1M 623,076 +98,263 +19%
Wells Fargo
6
Wells Fargo
California
$22.2M 574,027 +297,550 +108%
AI
7
Atria Investments
North Carolina
$11.5M 296,201 +1,019 +0.3%
RJA
8
Raymond James & Associates
Florida
$10.9M 282,955 +123,774 +78%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$9.96M 260,969 +49,135 +23%
MFS
10
MSI Financial Services
Massachusetts
$9.87M 255,000 +100,593 +65%
Stifel Financial
11
Stifel Financial
Missouri
$9.32M 240,702 +49,718 +26%
LPL Financial
12
LPL Financial
California
$8.7M 227,823 +100,658 +79%
Ameriprise
13
Ameriprise
Minnesota
$8.24M 213,546 +93,000 +77%
AWMS
14
Advocacy Wealth Management Services
Georgia
$6.22M 160,672 +62,252 +63%
AG
15
Advisor Group
Arizona
$5.85M 151,067 +141,256 +1,440%
EC
16
Estate Counselors
Wisconsin
$5.29M 136,770 -1,050 -0.8%
MI
17
Moneywise Inc
Virginia
$5.02M 129,814 +129,814 New
SFI
18
SPC Financial Inc
Maryland
$3.97M 102,620 +13,275 +15%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.39M 87,606 +5,320 +6%
GA
20
Gateway Advisory
New Jersey
$3.36M 88,142 +4,364 +5%
HNB
21
Huntington National Bank
Ohio
– – – –
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.91M 75,297 +48,783 +184%
HWP
23
Hefty Wealth Partners
Indiana
$2.83M 73,119 +10,947 +18%
PAG
24
Private Advisor Group
New Jersey
$2.43M 63,669 -1,018 -2%
ACM
25
Ashford Capital Management
Delaware
$2.25M 58,255 +58,255 New
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