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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

164 hedge funds and large institutions have $944M invested in Invesco S&P SmallCap Low Volatility ETF in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+14
Holders Change %
+9.33%
% of All Funds
3.56%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.24%
New
28
Increased
76
Reduced
34
Closed
13
Calls
$5.55M
Puts
$2.51M
Net Calls
+$3.04M
Net Calls Change
+$60.2M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$73.9M
2
PI
PFS Investments
Georgia
+$46.7M
3
Ameriprise
Ameriprise
Minnesota
+$20M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.3M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$14.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$6.72M
2
Invesco
Invesco
Georgia
-$3.98M
3
RJA
Raymond James & Associates
Florida
-$3.92M
4
FFA
Fragasso Financial Advisors
Pennsylvania
-$1.61M
5
NFG
Next Financial Group
Texas
-$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
1
Horizon Investments
North Carolina
$76M +$73.9M +1,574,956 +3,565%
Ameriprise
2
Ameriprise
Minnesota
$63.9M +$20M +426,970 +46%
PI
3
PFS Investments
Georgia
$55.1M +$46.7M +994,488 +554%
Wells Fargo
4
Wells Fargo
California
$43.2M -$726K -15,469 -2%
Invesco
5
Invesco
Georgia
$41.6M -$3.98M -84,798 -9%
Morgan Stanley
6
Morgan Stanley
New York
$40.7M +$4.9M +104,418 +14%
UBS Group
7
UBS Group
Switzerland
$38.2M +$3.31M +70,450 +9%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$31.7M +$1.21M +25,773 +4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$31M +$2.08M +44,232 +7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$29.9M +$17.3M +368,748 +137%
AI
11
Atria Investments
North Carolina
$28.8M +$4.31M +91,833 +18%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$28.4M +$2M +41,731 +8%
Bank of America
13
Bank of America
North Carolina
$28.2M +$4.55M +96,907 +19%
LPL Financial
14
LPL Financial
California
$27.9M +$4.2M +89,579 +18%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$26.5M +$2.42M +51,503 +10%
EWM
16
Executive Wealth Management
Michigan
$25.3M -$855K -18,219 -3%
KFA
17
Kays Financial Advisory
Georgia
$22.2M +$685K +14,592 +3%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$19.5M +$14.9M +316,704 +323%
RJA
19
Raymond James & Associates
Florida
$19.1M -$3.92M -83,509 -17%
MML Investors Services
20
MML Investors Services
Massachusetts
$18.6M +$669K +14,244 +4%
UTC
21
Unified Trust Company
Kentucky
$16M +$2.72M +58,022 +20%
BCM
22
Brookstone Capital Management
Illinois
$15.2M +$7.08M +150,730 +87%
AG
23
Advisor Group
Arizona
$14.3M +$6.92M +147,386 +93%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$13.2M +$7.7M +164,090 +140%
CI
25
CX Institutional
Indiana
$13.1M +$5.42M +115,363 +70%
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