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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

125 hedge funds and large institutions have $535M invested in Invesco S&P SmallCap Low Volatility ETF in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
2.87%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
23
Increased
55
Reduced
30
Closed
12
Calls
$202K
Puts
$57K
Net Calls
+$145K
Net Calls Change
+$145K

Top Buyers

1
Invesco
1
Invesco
Georgia
$47.3M
2
MAP
2
Milestone Advisory Partners
North Carolina
$6.75M
3
CI
3
CX Institutional
Indiana
$5.7M
4
PI
4
PFS Investments
Georgia
$7.43M
5
Wells Fargo
5
Wells Fargo
California
$31.6M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$12.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$35.9M
3
LPL Financial
3
LPL Financial
California
$18.2M
4
USAA
4
United Services Automobile Association
Texas
$0
5
PAG
5
Private Advisor Group
New Jersey
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$47.3M 979,444 +365,641 +60%
Morgan Stanley
2
Morgan Stanley
New York
$35.9M 742,548 -123,877 -14%
Ameriprise
3
Ameriprise
Minnesota
$32.7M 676,166 +50,905 +8%
UBS Group
4
UBS Group
Switzerland
$32.5M 671,980 +18,743 +3%
Wells Fargo
5
Wells Fargo
California
$31.6M 653,851 +53,925 +9%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$25.7M 531,011 +24,617 +5%
Bank of America
7
Bank of America
North Carolina
$25.2M 521,165 +39,532 +8%
KFA
8
Kays Financial Advisory
Georgia
$24.2M 499,885 +13,180 +3%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$24.1M 483,091 +39,927 +9%
RJA
10
Raymond James & Associates
Florida
$22M 455,654 +27,650 +6%
MML Investors Services
11
MML Investors Services
Massachusetts
$21.9M 453,848 +12,441 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$20.3M 419,579 +30,496 +8%
LPL Financial
13
LPL Financial
California
$18.2M 377,514 -50,711 -12%
AI
14
Atria Investments
North Carolina
$17.5M 361,176 +8,607 +2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$12.1M 250,225 -151,832 -38%
BTS
16
BB&T Securities
Virginia
$10.5M 217,217 +5,058 +2%
SWM
17
Sequoia Wealth Management
Illinois
$8.74M 179,468 +8,685 +5%
PI
18
PFS Investments
Georgia
$7.43M 149,818 +58,656 +64%
MAP
19
Milestone Advisory Partners
North Carolina
$6.75M 139,773 +139,773 New
MI
20
Moneywise Inc
Virginia
$6.19M 128,141 -2,013 -2%
HNB
21
Huntington National Bank
Ohio
– – – –
SMG
22
Smart Money Group
Texas
$5.94M 122,911 +6,644 +6%
CI
23
CX Institutional
Indiana
$5.7M 117,863 +117,863 New
TPWA
24
TRUE Private Wealth Advisors
Oregon
$5.32M 110,008 +162 +0.1%
MSAM
25
Moloney Securities Asset Management
Missouri
$5.2M 107,568 +6,226 +6%
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