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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

141 hedge funds and large institutions have $427M invested in Invesco S&P SmallCap Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
141
Holders Change
+3
Holders Change %
+2.17%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
46
Reduced
55
Closed
10
Calls
$28.5M
Puts
$114M
Net Calls
-$85.4M
Net Calls Change
+$243M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$33.7M
2
Mariner
2
Mariner
Kansas
$4.43M
3
SAG
3
SageView Advisory Group
California
$3.12M
4
FTUS
4
Flow Traders U.S.
New York
$2.52M
5
BWP
5
Baldwin Wealth Partners
Massachusetts
$1.74M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$383K
2
Invesco
2
Invesco
Georgia
$147M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$18.8M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.01M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$147M 3,283,902 -125,866 -4%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$33.7M 737,130 +211,562 +40%
Wells Fargo
3
Wells Fargo
California
$18.8M 420,198 -16,741 -4%
UBS Group
4
UBS Group
Switzerland
$14.7M 328,664 -1,678 -0.5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$13.4M 300,882 +25,191 +9%
Morgan Stanley
6
Morgan Stanley
New York
$13.2M 295,174 +9,508 +3%
BCM
7
Brookstone Capital Management
Illinois
$12.6M 276,553 +9,647 +4%
LPL Financial
8
LPL Financial
California
$11.7M 261,885 -4,993 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$11.5M 257,550 -14,251 -5%
Ameriprise
10
Ameriprise
Minnesota
$9.19M 205,792 -1,814 -0.9%
AC
11
Avestar Capital
New York
$9.02M 202,001 +6,011 +3%
ACM
12
Armbruster Capital Management
New York
$7.82M 175,100 +4,570 +3%
Bank of America
13
Bank of America
North Carolina
$6.8M 152,339 -8,559 -5%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.42M 143,676 +15,261 +12%
HNB
15
Huntington National Bank
Ohio
– – – –
MMA
16
Miracle Mile Advisors
California
$4.97M 111,296 +122 +0.1%
Mariner
17
Mariner
Kansas
$4.43M 99,083 +99,083 New
WDL
18
Well Done LLC
Michigan
$4.32M 96,843 +3,178 +3%
GVAG
19
Great Valley Advisor Group
Delaware
$4.12M 92,166 -266 -0.3%
SAS
20
Sanford Advisory Services
Michigan
$4.02M 89,924 -6,374 -7%
PI
21
PFS Investments
Georgia
$3.82M 85,545 +22,317 +35%
Citadel Advisors
22
Citadel Advisors
Florida
$3.57M 80,031 +1,658 +2%
HSA
23
HBK Sorce Advisory
Pennsylvania
$3.16M 70,780 +32,969 +87%
SAG
24
SageView Advisory Group
California
$3.12M 69,794 +69,794 New
Goldman Sachs
25
Goldman Sachs
New York
$2.82M 63,050 -4,298 -6%
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