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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

172 hedge funds and large institutions have $579M invested in Invesco S&P SmallCap Low Volatility ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 51 closing their positions.

Holders
172
Holders Change
-34
Holders Change %
-16.5%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
18
Increased
58
Reduced
76
Closed
51
Calls
$16.9M
Puts
$26.7M
Net Calls
-$9.82M
Net Calls Change
+$3.28M

Top Buyers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$49.3M
2
SW
2
SlateStone Wealth
Florida
$10.1M
3
PI
3
PFS Investments
Georgia
$13M
4
Invesco
4
Invesco
Georgia
$41.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.66M
2
Wells Fargo
2
Wells Fargo
California
$20.8M
3
Ameriprise
3
Ameriprise
Minnesota
$37.6M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.29M
5
EWM
5
Executive Wealth Management
Michigan
$453K
Name Market Value Shares Shares
Change 		Shares
Change %
HSA
1
HBK Sorce Advisory
Pennsylvania
$49.3M 1,456,293 +308,389 +27%
Invesco
2
Invesco
Georgia
$41.6M 1,228,025 +170,787 +16%
Ameriprise
3
Ameriprise
Minnesota
$37.6M 1,108,660 -415,447 -27%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$27.7M 817,766 -26,563 -3%
Morgan Stanley
5
Morgan Stanley
New York
$27.5M 812,041 -166,162 -17%
LPL Financial
6
LPL Financial
California
$26.2M 772,607 -163,479 -17%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$25.6M 754,916 +134,261 +22%
AFA
8
American Financial Advisors
Georgia
$21.2M 625,901 +54,698 +10%
Wells Fargo
9
Wells Fargo
California
$20.8M 614,441 -443,187 -42%
UBS Group
10
UBS Group
Switzerland
$19.2M 565,627 -151,567 -21%
BCM
11
Brookstone Capital Management
Illinois
$17.4M 514,892 -76,565 -13%
Bank of America
12
Bank of America
North Carolina
$14.2M 418,456 -75,996 -15%
PI
13
PFS Investments
Georgia
$13M 405,570 +288,906 +248%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$12.9M 381,574 -48,214 -11%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$10.7M 316,830 +52,083 +20%
SW
16
SlateStone Wealth
Florida
$10.1M 297,006 +287,104 +2,899%
Osaic Holdings
17
Osaic Holdings
Arizona
$9.66M 285,135 -567,751 -67%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$8.78M 256,789 +23,518 +10%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$8.49M 250,871 -121,069 -33%
VCM
20
Verde Capital Management
Michigan
$7.17M 211,630 -8,260 -4%
AWMS
21
Advocacy Wealth Management Services
Georgia
$7.06M 208,633 -184,106 -47%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$6.4M 188,943 +45,752 +32%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$6.29M 185,793 -35,308 -16%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$6.29M 185,777 -412,336 -69%
COF
25
Capital One Financial
Virginia
$5.57M 164,366 +22,950 +16%
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