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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

131 hedge funds and large institutions have $205M invested in Invesco S&P SmallCap Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 53 reducing their positions, and 25 closing their positions.

Holders
131
Holders Change
-16
Holders Change %
-10.88%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
38
Reduced
53
Closed
25
Calls
$17.9M
Puts
$42M
Net Calls
-$24.1M
Net Calls Change
+$4.48M

Top Buyers

1
AT
1
Arden Trust
Delaware
$17.3M
2
TC
2
Trilogy Capital
California
$21.3M
3
Jane Street
3
Jane Street
New York
$1.84M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.08M
5
Ameriprise
5
Ameriprise
Minnesota
$8.83M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$1.51M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.24M
3
Wells Fargo
3
Wells Fargo
California
$11.3M
4
GVAG
4
Great Valley Advisor Group
Delaware
$0
5
Mariner
5
Mariner
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TC
1
Trilogy Capital
California
$21.3M 506,337 +68,980 +16%
AT
2
Arden Trust
Delaware
$17.3M 434,084 +188,639 +77%
UBS Group
3
UBS Group
Switzerland
$12.6M 316,834 +4,300 +1%
BCM
4
Brookstone Capital Management
Illinois
$11.5M 290,870 +6,480 +2%
Wells Fargo
5
Wells Fargo
California
$11.3M 284,579 -120,409 -30%
LPL Financial
6
LPL Financial
California
$9.94M 249,654 -8,508 -3%
Morgan Stanley
7
Morgan Stanley
New York
$8.93M 224,090 -68,357 -23%
Ameriprise
8
Ameriprise
Minnesota
$8.83M 221,784 +23,750 +12%
HNB
9
Huntington National Bank
Ohio
– – – –
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.49M 213,032 -50,350 -19%
ACM
11
Armbruster Capital Management
New York
$7.38M 185,378 +6,504 +4%
Bank of America
12
Bank of America
North Carolina
$6.39M 160,480 +10,582 +7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.24M 131,551 -165,837 -56%
WDL
14
Well Done LLC
Michigan
$3.8M 95,438 -313 -0.3%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$3.15M 79,099 -9,260 -10%
PMG
16
ProVise Management Group
Florida
$2.81M 70,659 +2,376 +3%
MMA
17
Miracle Mile Advisors
California
$2.65M 66,415 -46,622 -41%
SWM
18
Sculati Wealth Management
Michigan
$2.42M 60,651 +1,922 +3%
LWM
19
Laidlaw Wealth Management
New York
$2.33M 58,594 +887 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.29M 57,554 -81,487 -59%
HI
21
Harbour Investments
Wisconsin
$2.15M 53,879 +355 +0.7%
Jane Street
22
Jane Street
New York
$1.84M 46,240 +37,704 +442%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$1.73M 43,489 -2,351 -5%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$1.71M 42,906 -1,813 -4%
PAG
25
Private Advisor Group
New Jersey
$1.69M 42,496 -2,215 -5%
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