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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

133 hedge funds and large institutions have $177M invested in Invesco S&P SmallCap Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 52 reducing their positions, and 16 closing their positions.

Holders
133
Holders Change
+2
Holders Change %
+1.53%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
32
Reduced
52
Closed
16
Calls
$33.2M
Puts
$74M
Net Calls
-$40.8M
Net Calls Change
-$16.7M

Top Buyers

1
PWAG
1
Polaris Wealth Advisory Group
California
$4.47M
2
EBWM
2
Eagle Bluffs Wealth Management
Missouri
$2.84M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.57M
4
TC
4
Trilogy Capital
California
$21.5M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$2.94M

Top Sellers

1
AT
1
Arden Trust
Delaware
$0
2
Ameriprise
2
Ameriprise
Minnesota
$2.88M
3
UBS Group
3
UBS Group
Switzerland
$9.48M
4
Jane Street
4
Jane Street
New York
$0
5
BCM
5
Brookstone Capital Management
Illinois
$9.55M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
1
Trilogy Capital
California
$21.5M 543,984 +37,647 +7%
Wells Fargo
2
Wells Fargo
California
$10.1M 255,264 -29,315 -10%
LPL Financial
3
LPL Financial
California
$9.78M 248,091 -1,563 -0.6%
BCM
4
Brookstone Capital Management
Illinois
$9.55M 246,221 -44,649 -15%
UBS Group
5
UBS Group
Switzerland
$9.48M 240,491 -76,343 -24%
HNB
6
Huntington National Bank
Ohio
– – – –
Morgan Stanley
7
Morgan Stanley
New York
$8.28M 209,854 -14,236 -6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.15M 181,293 -31,739 -15%
ACM
9
Armbruster Capital Management
New York
$6.98M 176,908 -8,470 -5%
Bank of America
10
Bank of America
North Carolina
$6.64M 168,413 +7,933 +5%
PWAG
11
Polaris Wealth Advisory Group
California
$4.47M 113,378 +113,378 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.68M 93,214 -38,337 -29%
WDL
13
Well Done LLC
Michigan
$3.59M 91,055 -4,383 -5%
PMG
14
ProVise Management Group
Florida
$3.18M 80,602 +9,943 +14%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$2.94M 74,531 +36,581 +96%
Ameriprise
16
Ameriprise
Minnesota
$2.88M 72,899 -148,885 -67%
EBWM
17
Eagle Bluffs Wealth Management
Missouri
$2.84M 71,955 +71,955 New
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$2.6M 65,793 -13,306 -17%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.57M 65,297 +44,239 +210%
SWM
20
Sculati Wealth Management
Michigan
$2.48M 63,002 +2,351 +4%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.32M 58,855 +1,301 +2%
HI
22
Harbour Investments
Wisconsin
$2.2M 55,765 +1,886 +4%
LWM
23
Laidlaw Wealth Management
New York
$1.95M 49,460 -9,134 -16%
MMA
24
Miracle Mile Advisors
California
$1.89M 47,903 -18,512 -28%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$1.77M 44,931 +2,025 +5%
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