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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

82 hedge funds and large institutions have $512M invested in Invesco S&P SmallCap Low Volatility ETF in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
82
Holders Change
+16
Holders Change %
+24.24%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
24
Increased
37
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$19.1M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$77.8M
3
Wells Fargo
3
Wells Fargo
California
$32.1M
4
Ameriprise
4
Ameriprise
Minnesota
$13.8M
5
MSAM
5
Moloney Securities Asset Management
Missouri
$4.32M

Top Sellers

1
Invesco
1
Invesco
Georgia
$47.9M
2
SFI
2
SPC Financial Inc
Maryland
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$30.5M
4
UBS Group
4
UBS Group
Switzerland
$31.4M
5
WDL
5
Well Done LLC
Michigan
$341K
Name Market Value Shares Shares
Change 		Shares
Change %
AWMS
1
Advocacy Wealth Management Services
Georgia
$77.8M 179,157 +18,485 +12%
Morgan Stanley
2
Morgan Stanley
New York
$63.5M 1,463,440 +83,168 +6%
Invesco
3
Invesco
Georgia
$47.9M 1,103,521 -161,851 -13%
Wells Fargo
4
Wells Fargo
California
$32.1M 739,402 +165,375 +29%
UBS Group
5
UBS Group
Switzerland
$31.4M 724,174 -41,892 -5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$30.5M 702,234 -69,209 -9%
Bank of America
7
Bank of America
North Carolina
$27.3M 629,191 +6,115 +1%
LPL Financial
8
LPL Financial
California
$19.1M 438,492 +210,669 +92%
RJA
9
Raymond James & Associates
Florida
$15.7M 361,211 +78,256 +28%
MFS
10
MSI Financial Services
Massachusetts
$14.6M 335,452 +80,452 +32%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$14.4M 330,993 +70,024 +27%
Ameriprise
12
Ameriprise
Minnesota
$13.8M 316,018 +102,472 +48%
AI
13
Atria Investments
North Carolina
$12.9M 296,692 +491 +0.2%
Stifel Financial
14
Stifel Financial
Missouri
$10.5M 242,475 +1,773 +0.7%
AG
15
Advisor Group
Arizona
$7.57M 174,423 +23,356 +15%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.85M 134,593 +46,987 +54%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.68M 130,831 +55,534 +74%
EC
18
Estate Counselors
Wisconsin
$5.63M 129,610 -7,160 -5%
MI
19
Moneywise Inc
Virginia
$5.48M 126,311 -3,503 -3%
HNB
20
Huntington National Bank
Ohio
– – – –
MSAM
21
Moloney Securities Asset Management
Missouri
$4.32M 99,564 +99,564 New
GA
22
Gateway Advisory
New Jersey
$3.95M 90,948 +2,806 +3%
TPWA
23
TRUE Private Wealth Advisors
Oregon
$3.82M 90,254 +90,254 New
PAG
24
Private Advisor Group
New Jersey
$3.08M 71,183 +7,514 +12%
HWP
25
Hefty Wealth Partners
Indiana
$3.03M 69,693 -3,426 -5%
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