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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

134 hedge funds and large institutions have $594M invested in Invesco S&P SmallCap Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
3.07%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
20
Increased
71
Reduced
23
Closed
10
Calls
$72K
Puts
$12K
Net Calls
+$60K
Net Calls Change
-$85K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$48.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$26.2M
3
AG
3
Advisor Group
Arizona
$6.03M
4
BCM
4
Brookstone Capital Management
Illinois
$4.43M
5
Morgan Stanley
5
Morgan Stanley
New York
$40.6M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$3.55M
2
SMG
2
Smart Money Group
Texas
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$18.4M
4
KFA
4
Kays Financial Advisory
Georgia
$22.3M
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$48.6M 983,096 +306,930 +45%
Invesco
2
Invesco
Georgia
$47.4M 959,309 -20,135 -2%
Morgan Stanley
3
Morgan Stanley
New York
$40.6M 822,058 +79,510 +11%
UBS Group
4
UBS Group
Switzerland
$35.3M 714,691 +42,711 +6%
Wells Fargo
5
Wells Fargo
California
$33.7M 681,378 +27,527 +4%
Bank of America
6
Bank of America
North Carolina
$27.9M 564,951 +43,786 +8%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$27.1M 548,416 +17,405 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$26.2M 530,191 +110,612 +26%
RJA
9
Raymond James & Associates
Florida
$24.7M 499,544 +43,890 +10%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$24.5M 542,865 +59,774 +12%
KFA
11
Kays Financial Advisory
Georgia
$22.3M 450,318 -49,567 -10%
LPL Financial
12
LPL Financial
California
$20.7M 418,816 +41,302 +11%
MML Investors Services
13
MML Investors Services
Massachusetts
$18.4M 371,352 -82,496 -18%
AI
14
Atria Investments
North Carolina
$17.7M 361,058 -118 -0%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$11.4M 231,411 -18,814 -8%
PI
16
PFS Investments
Georgia
$8.98M 181,634 +31,816 +21%
SWM
17
Sequoia Wealth Management
Illinois
$8.9M 179,710 +242 +0.1%
MAP
18
Milestone Advisory Partners
North Carolina
$7.23M 146,256 +6,483 +5%
HNB
19
Huntington National Bank
Ohio
– – – –
MSAM
20
Moloney Securities Asset Management
Missouri
$6.49M 131,249 +23,681 +22%
AG
21
Advisor Group
Arizona
$6.03M 121,945 +84,693 +227%
CI
22
CX Institutional
Indiana
$6.02M 121,741 +3,878 +3%
MI
23
Moneywise Inc
Virginia
$5.95M 120,273 -7,868 -6%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$5.44M 110,015 +21,012 +24%
TPWA
25
TRUE Private Wealth Advisors
Oregon
$5.32M 107,541 -2,467 -2%
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