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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

114 hedge funds and large institutions have $157M invested in Invesco S&P SmallCap Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 16 closing their positions.

Holders
114
Holders Change
-6
Holders Change %
-5%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
28
Reduced
43
Closed
16
Calls
$43.9M
Puts
$50.5M
Net Calls
-$6.58M
Net Calls Change
+$17.7M

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$5.33M
2
KAS
2
Kestra Advisory Services
Texas
$4.53M
3
SWM
3
Sculati Wealth Management
Michigan
$6.01M
4
PPA
4
Painted Porch Advisors
California
$9.41M
5
Jane Street
5
Jane Street
New York
$891K

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$0
2
Ameriprise
2
Ameriprise
Minnesota
$1.08M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.43M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.74M
5
GSIAS
5
Garden State Investment Advisory Services
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
1
Huntington National Bank
Ohio
– – – –
UBS Group
2
UBS Group
Switzerland
$10.6M 243,288 -4,966 -2%
BCM
3
Brookstone Capital Management
Illinois
$10.3M 217,478 -6,012 -3%
PPA
4
Painted Porch Advisors
California
$9.41M 215,476 +21,194 +11%
LPL Financial
5
LPL Financial
California
$8.99M 205,961 +2,263 +1%
Wells Fargo
6
Wells Fargo
California
$8.87M 203,212 +17,437 +9%
ACM
7
Armbruster Capital Management
New York
$8.41M 192,589 +17,151 +10%
Bank of America
8
Bank of America
North Carolina
$7.33M 167,881 -7,831 -4%
Morgan Stanley
9
Morgan Stanley
New York
$6.74M 154,493 -17,903 -10%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.39M 146,307 -5,680 -4%
SWM
11
Sculati Wealth Management
Michigan
$6.01M 137,602 +72,713 +112%
RWP
12
RWA Wealth Partners
Massachusetts
$5.33M 121,974 +121,974 New
KAS
13
Kestra Advisory Services
Texas
$4.53M 103,867 +89,943 +646%
PMG
14
ProVise Management Group
Florida
$3.97M 90,844 +4,240 +5%
EBWM
15
Eagle Bluffs Wealth Management
Missouri
$3.38M 77,346 +2,941 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.71M 62,075 -4,260 -6%
HI
17
Harbour Investments
Wisconsin
$2.5M 57,329 +1,625 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.43M 55,699 -37,382 -40%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$2.34M 53,659 -758 -1%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$2.32M 53,030 -3,885 -7%
EH
21
Equitable Holdings
New York
$1.73M 39,605 +1,284 +3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.55M 35,545 -795 -2%
PAG
23
Private Advisor Group
New Jersey
$1.44M 32,946 -11,238 -25%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.37M 31,363 -5,906 -16%
SCA
25
Snowden Capital Advisors
New York
$1.32M 30,307 +554 +2%
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