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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

226 hedge funds and large institutions have $1.24B invested in Invesco S&P SmallCap Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 99 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
226
Holders Change
+44
Holders Change %
+24.18%
% of All Funds
4.46%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.24%
New
63
Increased
99
Reduced
37
Closed
13
Calls
$141K
Puts
$31.8M
Net Calls
-$31.6M
Net Calls Change
-$13.3M

Top Buyers

1
PFG
1
Pacific Financial Group
Washington
$12.1M
2
Truist Financial
2
Truist Financial
North Carolina
$11M
3
CWA
3
Core Wealth Advisors
Florida
$9.38M
4
VCM
4
Verde Capital Management
Michigan
$8.55M
5
LPL Financial
5
LPL Financial
California
$51.1M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$26.5M
2
EWM
2
Executive Wealth Management
Michigan
$26.8M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$17.9M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$9.67M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$95M 1,865,974 +100,856 +6%
Wells Fargo
2
Wells Fargo
California
$63.1M 1,240,504 +80,433 +7%
Morgan Stanley
3
Morgan Stanley
New York
$56.2M 1,104,142 +59,001 +6%
LPL Financial
4
LPL Financial
California
$51.1M 1,005,062 +156,161 +18%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$49.7M 976,977 +122,482 +14%
UBS Group
6
UBS Group
Switzerland
$48.1M 944,913 -46,922 -5%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$46.5M 914,835 +61,172 +7%
Invesco
8
Invesco
Georgia
$43.6M 857,682 -6,303 -0.7%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$38.6M 758,977 +87,390 +13%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$37M 727,308 +30,392 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$36.1M 709,968 +140,582 +25%
BCM
12
Brookstone Capital Management
Illinois
$32.7M 642,917 +72,297 +13%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$30.5M 601,107 +118,093 +24%
Bank of America
14
Bank of America
North Carolina
$30.3M 596,076 +83,690 +16%
EWM
15
Executive Wealth Management
Michigan
$26.8M 526,276 -105,304 -17%
AI
16
Atria Investments
North Carolina
$26.5M 521,275 -107,525 -17%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$26.4M 518,713 +17,092 +3%
RJA
18
Raymond James & Associates
Florida
$20.8M 409,174 +79,074 +24%
MML Investors Services
19
MML Investors Services
Massachusetts
$17.9M 351,361 -86,968 -20%
UTC
20
Unified Trust Company
Kentucky
$17.7M 348,177 -1,330 -0.4%
WCF
21
West Coast Financial
California
$17M 334,555 +16,992 +5%
AG
22
Advisor Group
Arizona
$15.1M 296,165 -3,024 -1%
PI
23
PFS Investments
Georgia
$15M 295,166 +15,823 +6%
KFA
24
Kays Financial Advisory
Georgia
$13.2M 259,066 -22,821 -8%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$12.4M 243,197 -47,837 -16%
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