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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

160 hedge funds and large institutions have $755M invested in Invesco S&P SmallCap Low Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 79 reducing their positions, and 16 closing their positions.

Holders
160
Holders Change
-2
Holders Change %
-1.23%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
37
Reduced
79
Closed
16
Calls
$19.2M
Puts
$20.9M
Net Calls
-$1.65M
Net Calls Change
-$535K

Top Buyers

1
PWAG
1
Polaris Wealth Advisory Group
California
$3.96M
2
FTUS
2
Flow Traders U.S.
New York
$2.79M
3
AAP
3
Arax Advisory Partners
Colorado
$2.17M
4
WI
4
WBI Investments
New Jersey
$2.26M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$16.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$438M
2
BCM
2
Brookstone Capital Management
Illinois
$10.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.07M
4
OMC
4
Old Mission Capital
Illinois
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$23.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$438M 9,339,399 -4,904,638 -34%
Wells Fargo
2
Wells Fargo
California
$27.8M 592,065 -9,343 -2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$23.5M 502,048 -67,248 -12%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$16.8M 361,672 +31,021 +9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.1M 343,066 -782 -0.2%
Morgan Stanley
6
Morgan Stanley
New York
$14.6M 311,894 -13,361 -4%
Ameriprise
7
Ameriprise
Minnesota
$13.6M 290,602 -35,835 -11%
LPL Financial
8
LPL Financial
California
$12.5M 266,634 -23,228 -8%
UBS Group
9
UBS Group
Switzerland
$11.2M 237,937 -5,697 -2%
BCM
10
Brookstone Capital Management
Illinois
$10.9M 233,562 -149,440 -39%
Bank of America
11
Bank of America
North Carolina
$8.86M 189,015 -11,802 -6%
Osaic Holdings
12
Osaic Holdings
Arizona
$8.21M 174,936 -21,659 -11%
ACM
13
Armbruster Capital Management
New York
$6.36M 135,530 -510 -0.4%
HNB
14
Huntington National Bank
Ohio
– – – –
SAS
15
Sanford Advisory Services
Michigan
$4.9M 104,473 -812 -0.8%
PI
16
PFS Investments
Georgia
$4.69M 100,036 -736 -0.7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.61M 98,344 -45,413 -32%
WDL
18
Well Done LLC
Michigan
$4.29M 91,465 -8,515 -9%
MMA
19
Miracle Mile Advisors
California
$4.11M 87,570 +10,039 +13%
ACM
20
Ashford Capital Management
Delaware
$4.01M 85,504 -8,273 -9%
PWAG
21
Polaris Wealth Advisory Group
California
$3.96M 83,867 +83,867 New
HSA
22
HBK Sorce Advisory
Pennsylvania
$3.93M 83,767 -19,420 -19%
EH
23
Equitable Holdings
New York
$3.75M 79,910 -17,437 -18%
COF
24
Capital One Financial
Virginia
$3.47M 73,966 -2,612 -3%
APA
25
American Portfolios Advisors
New York
$3.12M 66,452 -1,166 -2%
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