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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

138 hedge funds and large institutions have $378M invested in Invesco S&P SmallCap Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 14 closing their positions.

Holders
138
Holders Change
-9
Holders Change %
-6.12%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
51
Reduced
56
Closed
14
Calls
$36.4M
Puts
$365M
Net Calls
-$329M
Net Calls Change
-$112M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$21.4M
2
Wells Fargo
2
Wells Fargo
California
$17.7M
3
UBS Group
3
UBS Group
Switzerland
$13.4M
4
TRCT
4
Tower Research Capital (TRC)
New York
$921K
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$770K

Top Sellers

1
SFS
1
Sowell Financial Services
Arkansas
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.18M
3
ACM
3
Ashford Capital Management
Delaware
$0
4
PWAG
4
Polaris Wealth Advisory Group
California
$0
5
Invesco
5
Invesco
Georgia
$138M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$138M 3,409,768 -75,547 -2%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$21.4M 525,568 +103,859 +25%
Wells Fargo
3
Wells Fargo
California
$17.7M 436,939 +67,108 +18%
UBS Group
4
UBS Group
Switzerland
$13.4M 330,342 +24,906 +8%
Morgan Stanley
5
Morgan Stanley
New York
$11.6M 285,666 +13,240 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.2M 275,691 -17,495 -6%
BCM
7
Brookstone Capital Management
Illinois
$11M 266,906 +12,915 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$11M 271,801 -12,806 -4%
LPL Financial
9
LPL Financial
California
$10.8M 266,878 +10,944 +4%
Ameriprise
10
Ameriprise
Minnesota
$8.31M 207,606 +832 +0.4%
AC
11
Avestar Capital
New York
$7.95M 195,990 +7,712 +4%
ACM
12
Armbruster Capital Management
New York
$6.92M 170,530 – –
Bank of America
13
Bank of America
North Carolina
$6.53M 160,898 +9,929 +7%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.21M 128,415 +8,016 +7%
HNB
15
Huntington National Bank
Ohio
– – – –
MMA
16
Miracle Mile Advisors
California
$4.51M 111,174 +4,711 +4%
MIAN
17
Mariner Independent Advisor Network
Kansas
$4.01M 98,795 -1,946 -2%
SAS
18
Sanford Advisory Services
Michigan
$3.91M 96,298 +1,282 +1%
WDL
19
Well Done LLC
Michigan
$3.8M 93,665 +3,865 +4%
GVAG
20
Great Valley Advisor Group
Delaware
$3.75M 92,432 +3,250 +4%
Citadel Advisors
21
Citadel Advisors
Florida
$3.18M 78,373 -93,817 -54%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.87M 70,643 +1,175 +2%
Goldman Sachs
23
Goldman Sachs
New York
$2.73M 67,348 +10,143 +18%
APA
24
American Portfolios Advisors
New York
$2.38M 58,629 -300 -0.5%
LWM
25
Laidlaw Wealth Management
New York
$2.34M 57,543 +1,137 +2%
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