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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

176 hedge funds and large institutions have $933M invested in Invesco S&P SmallCap Low Volatility ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
176
Holders Change
+12
Holders Change %
+7.32%
% of All Funds
3.83%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
25
Increased
86
Reduced
39
Closed
9
Calls
$48K
Puts
$15.6M
Net Calls
-$15.6M
Net Calls Change
-$18.6M

Top Buyers

1
WCF
1
West Coast Financial
California
$14.1M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$37.3M
3
BCM
3
Brookstone Capital Management
Illinois
$23.8M
4
Ameriprise
4
Ameriprise
Minnesota
$72.6M
5
LPL Financial
5
LPL Financial
California
$35.2M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$2.71M
2
PI
2
PFS Investments
Georgia
$12.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21M
4
Bank of America
4
Bank of America
North Carolina
$21.6M
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$72.6M 1,502,746 +139,392 +10%
Wells Fargo
2
Wells Fargo
California
$49.7M 1,036,738 +116,323 +13%
Morgan Stanley
3
Morgan Stanley
New York
$46.4M 968,033 +100,953 +12%
UBS Group
4
UBS Group
Switzerland
$45.2M 942,427 +128,718 +16%
Invesco
5
Invesco
Georgia
$41.2M 858,351 -28,861 -3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$38.3M 797,636 +122,929 +18%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$37.3M 767,768 +175,853 +30%
LPL Financial
8
LPL Financial
California
$35.2M 733,232 +139,054 +23%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$32.8M 683,929 +24,373 +4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$30.2M 630,223 +65,670 +12%
AI
11
Atria Investments
North Carolina
$27.1M 571,549 -42,574 -7%
EWM
12
Executive Wealth Management
Michigan
$26.9M 560,147 +21,044 +4%
BCM
13
Brookstone Capital Management
Illinois
$23.8M 495,071 +171,458 +53%
KFA
14
Kays Financial Advisory
Georgia
$23.5M 490,476 +16,665 +4%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$22.2M 462,729 +47,993 +12%
Bank of America
16
Bank of America
North Carolina
$21.6M 451,051 -149,000 -25%
MML Investors Services
17
MML Investors Services
Massachusetts
$21.2M 441,248 +44,427 +11%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$21M 437,367 -200,466 -31%
RJA
19
Raymond James & Associates
Florida
$17.5M 364,538 -42,301 -10%
UTC
20
Unified Trust Company
Kentucky
$16.8M 349,356 +7,704 +2%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$15.4M 321,468 +40,216 +14%
WCF
22
West Coast Financial
California
$14.1M 293,603 +293,603 New
PWS
23
Paragon Wealth Strategies
Florida
$13.7M 286,213 +39,846 +16%
CI
24
CX Institutional
Indiana
$12.9M 269,370 -10,192 -4%
PI
25
PFS Investments
Georgia
$12.6M 258,515 -915,596 -78%
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