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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

119 hedge funds and large institutions have $138M invested in Invesco S&P SmallCap Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
26
Reduced
40
Closed
13
Calls
$43.9M
Puts
$16.3M
Net Calls
+$27.5M
Net Calls Change
+$36.3M

Top Buyers

1
SFA
1
Sequoia Financial Advisors
Ohio
$6.17M
2
Goldman Sachs
2
Goldman Sachs
New York
$5.35M
3
Raymond James Financial
3
Raymond James Financial
Florida
$1.16M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$1.06M
5
VF
5
Virtu Financial
New York
$916K

Top Sellers

1
PPA
1
Painted Porch Advisors
California
$732K
2
RWP
2
RWA Wealth Partners
Massachusetts
$0
3
Wells Fargo
3
Wells Fargo
California
$6.31M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$826K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$11.6M 245,380 -1,659 -0.7%
LPL Financial
2
LPL Financial
California
$9.92M 210,003 +2,915 +1%
BCM
3
Brookstone Capital Management
Illinois
$9.84M 208,336 -7,797 -4%
ACM
4
Armbruster Capital Management
New York
$9.35M 197,899 +4,687 +2%
SWM
5
Sculati Wealth Management
Michigan
$9M 190,575 +5,746 +3%
Morgan Stanley
6
Morgan Stanley
New York
$7.06M 149,593 +9,727 +7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.59M 139,593 -3,352 -2%
Wells Fargo
8
Wells Fargo
California
$6.31M 133,710 -38,240 -22%
SFA
9
Sequoia Financial Advisors
Ohio
$6.17M 130,591 +130,591 New
Bank of America
10
Bank of America
North Carolina
$5.74M 121,463 -9,066 -7%
Goldman Sachs
11
Goldman Sachs
New York
$5.35M 113,302 +70,976 +168%
EBWM
12
Eagle Bluffs Wealth Management
Missouri
$3.97M 84,103 +4,989 +6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.41M 72,168 +1,787 +3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.62M 55,469 -6,508 -11%
HI
15
Harbour Investments
Wisconsin
$2.6M 55,058 -1,466 -3%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$2.4M 50,742 -898 -2%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$2.36M 50,026 +663 +1%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.73M 36,703 +1,888 +5%
EH
19
Equitable Holdings
New York
$1.7M 36,094 -3,262 -8%
PAG
20
Private Advisor Group
New Jersey
$1.46M 30,881 -739 -2%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.3M 27,444 -9,670 -26%
SCA
22
Snowden Capital Advisors
New York
$1.26M 26,709 -4,129 -13%
Raymond James Financial
23
Raymond James Financial
Florida
$1.16M 24,642 +24,642 New
LWM
24
Laidlaw Wealth Management
New York
$1.12M 23,765 -5,826 -20%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$1.06M 22,539 +9,958 +79%
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