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Invesco S&P SmallCap Low Volatility ETF

111 hedge funds and large institutions have $149M invested in Invesco S&P SmallCap Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 46 reducing their positions, and 12 closing their positions.

Holders
111
Holders Change
-3
Holders Change %
-2.63%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
28
Reduced
46
Closed
12
Calls
$34.5M
Puts
$43.2M
Net Calls
-$8.74M
Net Calls Change
-$2.16M
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$11.9M 247,039 +3,751 +2%
PPA
2
Painted Porch Advisors
California
$10.5M 217,246 +1,770 +0.8%
BCM
3
Brookstone Capital Management
Illinois
$10.4M 216,133 -1,345 -0.6%
LPL Financial
4
LPL Financial
California
$9.97M 207,088 +1,127 +0.5%
ACM
5
Armbruster Capital Management
New York
$9.3M 193,212 +623 +0.3%
SWM
6
Sculati Wealth Management
Michigan
$8.89M 184,829 +47,227 +34%
Wells Fargo
7
Wells Fargo
California
$8.27M 171,950 -31,262 -15%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.88M 142,945 -3,362 -2%
Morgan Stanley
9
Morgan Stanley
New York
$6.73M 139,866 -14,627 -9%
Bank of America
10
Bank of America
North Carolina
$6.28M 130,529 -37,352 -22%
RWP
11
RWA Wealth Partners
Massachusetts
$5.78M 120,060 -1,914 -2%
EBWM
12
Eagle Bluffs Wealth Management
Missouri
$3.81M 79,114 +1,768 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.39M 70,381 +14,682 +26%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.98M 61,977 -98 -0.2%
HI
15
Harbour Investments
Wisconsin
$2.72M 56,524 -805 -1%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$2.46M 51,640 -1,390 -3%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$2.38M 49,363 -4,296 -8%
Two Sigma Investments
18
Two Sigma Investments
New York
$2.28M 47,400 +32,100 +210%
Goldman Sachs
19
Goldman Sachs
New York
$2.04M 42,326 +23,131 +121%
EH
20
Equitable Holdings
New York
$1.89M 39,356 -249 -0.6%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.79M 37,114 +5,751 +18%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.68M 34,815 -730 -2%
PAG
23
Private Advisor Group
New Jersey
$1.52M 31,620 -1,326 -4%
SCA
24
Snowden Capital Advisors
New York
$1.48M 30,838 +531 +2%
LWM
25
Laidlaw Wealth Management
New York
$1.42M 29,591 +3,756 +15%