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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

166 hedge funds and large institutions have $1.08B invested in Invesco S&P SmallCap Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 36 increasing their positions, 79 reducing their positions, and 27 closing their positions.

Holders
166
Holders Change
+6
Holders Change %
+3.75%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
36
Reduced
79
Closed
27
Calls
$28.2M
Puts
$82.7M
Net Calls
-$54.5M
Net Calls Change
-$59M

Top Buyers

1
SS
1
Simplicity Solutions
Minnesota
$33.3M
2
AWM
2
AE Wealth Management
Kansas
$33.1M
3
FI
3
FormulaFolio Investments
Michigan
$10.4M
4
SAS
4
Sanford Advisory Services
Michigan
$6.06M
5
Wells Fargo
5
Wells Fargo
California
$28.3M

Top Sellers

1
Invesco
1
Invesco
Georgia
$633M
2
LPL Financial
2
LPL Financial
California
$15.2M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.2M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$5.01M
5
AAS
5
Avantax Advisory Services
Texas
$1.87M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$633M 15,529,481 -744,865 -5%
SS
2
Simplicity Solutions
Minnesota
$33.3M 816,505 +816,505 New
AWM
3
AE Wealth Management
Kansas
$33.1M 812,175 +812,175 New
Wells Fargo
4
Wells Fargo
California
$28.3M 694,371 +99,362 +17%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$24.9M 610,312 -144,641 -19%
AFA
6
American Financial Advisors
Georgia
$24.4M 598,681 -8,694 -1%
Ameriprise
7
Ameriprise
Minnesota
$23.8M 580,383 -140,758 -20%
Morgan Stanley
8
Morgan Stanley
New York
$23M 563,742 -85,172 -13%
BCM
9
Brookstone Capital Management
Illinois
$19.7M 484,759 -72,200 -13%
LPL Financial
10
LPL Financial
California
$15.2M 374,218 -218,970 -37%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$14.6M 357,557 -78,174 -18%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$12.7M 297,407 +49,932 +20%
UBS Group
13
UBS Group
Switzerland
$10.4M 256,189 -108,375 -30%
FI
14
FormulaFolio Investments
Michigan
$10.4M 255,379 +255,379 New
Bank of America
15
Bank of America
North Carolina
$9.41M 231,016 -69,238 -23%
Osaic Holdings
16
Osaic Holdings
Arizona
$8.01M 196,509 -39,191 -17%
PI
17
PFS Investments
Georgia
$7.75M 182,002 -65,481 -26%
SAS
18
Sanford Advisory Services
Michigan
$6.06M 148,855 +148,855 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$5.89M 144,613 -20,826 -13%
ACM
20
Armbruster Capital Management
New York
$5.34M 131,040 +15,190 +13%
HSA
21
HBK Sorce Advisory
Pennsylvania
$5.01M 122,951 -172,438 -58%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.65M 114,068 +7,675 +7%
SWAG
23
Spectrum Wealth Advisory Group
California
$4.64M 113,885 -119,619 -51%
HNB
24
Huntington National Bank
Ohio
– – – –
WDL
25
Well Done LLC
Michigan
$4.44M 108,936 -19,974 -15%
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