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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

116 hedge funds and large institutions have $464M invested in Invesco S&P SmallCap Low Volatility ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
2.66%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
13
Increased
49
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KFA
Kays Financial Advisory
Georgia
+$21.9M
2
UBS Group
UBS Group
Switzerland
+$4.22M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.94M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.18M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$11.8M
2
RJA
Raymond James & Associates
Florida
-$11.2M
3
EC
Estate Counselors
Wisconsin
-$9.39M
4
Stifel Financial
Stifel Financial
Missouri
-$8.44M
5
Morgan Stanley
Morgan Stanley
New York
-$8.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$39M -$8.16M -181,384 -17%
UBS Group
2
UBS Group
Switzerland
$29.4M +$4.22M +93,741 +17%
Ameriprise
3
Ameriprise
Minnesota
$28.1M -$5.32M -118,341 -16%
Invesco
4
Invesco
Georgia
$27.6M +$412K +9,152 +2%
Wells Fargo
5
Wells Fargo
California
$27M -$11.8M -263,244 -30%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$22.8M +$3M +66,622 +15%
KFA
7
Kays Financial Advisory
Georgia
$21.9M +$21.9M +486,705 New
Bank of America
8
Bank of America
North Carolina
$21.7M -$4.63M -102,975 -18%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$20M +$2.94M +64,989 +17%
MML Investors Services
10
MML Investors Services
Massachusetts
$19.9M +$954K +21,190 +5%
LPL Financial
11
LPL Financial
California
$19.3M -$899K -19,964 -4%
RJA
12
Raymond James & Associates
Florida
$19.3M -$11.2M -248,902 -37%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$18.1M -$99.4K -2,209 -0.5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$17.5M +$2.18M +48,424 +14%
AI
15
Atria Investments
North Carolina
$15.9M +$761K +16,905 +5%
BTS
16
BB&T Securities
Virginia
$9.55M +$1.21M +26,975 +15%
SWM
17
Sequoia Wealth Management
Illinois
$7.69M +$344K +7,629 +5%
MI
18
Moneywise Inc
Virginia
$5.86M -$618K -13,720 -10%
SMG
19
Smart Money Group
Texas
$5.23M +$1.19M +26,498 +30%
TPWA
20
TRUE Private Wealth Advisors
Oregon
$4.94M +$138K +3,060 +3%
HNB
21
Huntington National Bank
Ohio
$4.88M -$4.72M – –
MSAM
22
Moloney Securities Asset Management
Missouri
$4.56M +$237K +5,264 +5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.3M +$139K +3,099 +3%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$4.3M -$4.45M -98,846 -51%
PI
25
PFS Investments
Georgia
$4.17M +$1.72M +37,536 +70%
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