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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

182 hedge funds and large institutions have $1.01B invested in Invesco S&P SmallCap Low Volatility ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
182
Holders Change
+6
Holders Change %
+3.41%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.13%
New
24
Increased
96
Reduced
36
Closed
17
Calls
$351K
Puts
$18.7M
Net Calls
-$18.3M
Net Calls Change
-$2.72M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$86.2M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$13.3M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$23.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27.8M
5
Wells Fargo
5
Wells Fargo
California
$56.7M

Top Sellers

1
KFA
1
Kays Financial Advisory
Georgia
$13.8M
2
SWM
2
Sequoia Wealth Management
Illinois
$0
3
WWM
3
Western Wealth Management
Colorado
$718K
4
Goldman Sachs
4
Goldman Sachs
New York
$205K
5
CI
5
CX Institutional
Indiana
$9.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$86.2M 1,765,118 +262,372 +17%
Wells Fargo
2
Wells Fargo
California
$56.7M 1,160,071 +123,333 +12%
Morgan Stanley
3
Morgan Stanley
New York
$51.1M 1,045,141 +77,108 +8%
UBS Group
4
UBS Group
Switzerland
$48.5M 991,835 +49,408 +5%
Invesco
5
Invesco
Georgia
$42.2M 863,985 +5,634 +0.7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$41.8M 854,495 +56,859 +7%
LPL Financial
7
LPL Financial
California
$41.5M 848,901 +115,669 +16%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$41.4M 853,663 +85,895 +11%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$34.1M 696,916 +12,987 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$32.8M 671,587 +41,364 +7%
EWM
11
Executive Wealth Management
Michigan
$30.9M 631,580 +71,433 +13%
AI
12
Atria Investments
North Carolina
$30.7M 628,800 +57,251 +10%
BCM
13
Brookstone Capital Management
Illinois
$27.9M 570,620 +75,549 +15%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$27.8M 569,386 +132,019 +30%
Bank of America
15
Bank of America
North Carolina
$25.1M 512,386 +61,335 +14%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$24.5M 501,621 +38,892 +8%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$23.6M 483,014 +161,546 +50%
MML Investors Services
18
MML Investors Services
Massachusetts
$21.4M 438,329 -2,919 -0.7%
UTC
19
Unified Trust Company
Kentucky
$17.1M 349,507 +151 +0%
RJA
20
Raymond James & Associates
Florida
$16.1M 330,100 -34,438 -9%
WCF
21
West Coast Financial
California
$15.5M 317,563 +23,960 +8%
AG
22
Advisor Group
Arizona
$14.6M 299,189 +44,095 +17%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$14.2M 291,034 +44,456 +18%
KFA
24
Kays Financial Advisory
Georgia
$13.8M 281,887 -208,589 -43%
PI
25
PFS Investments
Georgia
$13.7M 279,343 +20,828 +8%
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