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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 $194M invested in Invesco S&P SmallCap Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 65 reducing their positions, and 14 closing their positions.

Holders
131
Holders Change
-2
Holders Change %
-1.5%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
24
Reduced
65
Closed
14
Calls
$74M
Puts
$146M
Net Calls
-$72.4M
Net Calls Change
-$31.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.1M
2
PPA
2
Painted Porch Advisors
California
$7.3M
3
TC
3
Trilogy Capital
California
$25.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.16M
5
Citadel Advisors
5
Citadel Advisors
Florida
$872K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.66M
2
UBS Group
2
UBS Group
Switzerland
$8.66M
3
LPL Financial
3
LPL Financial
California
$9.12M
4
MMA
4
Miracle Mile Advisors
California
$1,000K
5
SFC
5
Strategic Financial Concepts
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TC
1
Trilogy Capital
California
$25.8M 585,104 +41,120 +8%
Morgan Stanley
2
Morgan Stanley
New York
$17.1M 386,262 +176,408 +84%
HNB
3
Huntington National Bank
Ohio
– – – –
BCM
4
Brookstone Capital Management
Illinois
$10.3M 233,225 -12,996 -5%
LPL Financial
5
LPL Financial
California
$9.12M 206,468 -41,623 -17%
Wells Fargo
6
Wells Fargo
California
$8.66M 196,063 -59,201 -23%
UBS Group
7
UBS Group
Switzerland
$8.66M 196,057 -44,434 -18%
ACM
8
Armbruster Capital Management
New York
$7.73M 174,988 -1,920 -1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.66M 173,460 -7,833 -4%
PPA
10
Painted Porch Advisors
California
$7.3M 165,362 +165,362 New
Bank of America
11
Bank of America
North Carolina
$6.8M 153,930 -14,483 -9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.16M 94,269 +28,972 +44%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.03M 91,269 -1,945 -2%
WDL
14
Well Done LLC
Michigan
$4.02M 91,129 +74 +0.1%
PMG
15
ProVise Management Group
Florida
$3.55M 80,379 -223 -0.3%
EBWM
16
Eagle Bluffs Wealth Management
Missouri
$3.24M 73,374 +1,419 +2%
Ameriprise
17
Ameriprise
Minnesota
$3.03M 68,675 -4,224 -6%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$2.87M 65,018 -9,513 -13%
SWM
19
Sculati Wealth Management
Michigan
$2.74M 62,030 -972 -2%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$2.53M 57,286 -8,507 -13%
HI
21
Harbour Investments
Wisconsin
$2.43M 55,078 -687 -1%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.05M 46,416 -12,439 -21%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$2M 45,237 +306 +0.7%
PAG
24
Private Advisor Group
New Jersey
$1.97M 44,567 +2,302 +5%
EH
25
Equitable Holdings
New York
$1.57M 35,648 -4,394 -11%
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