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Invesco S&P SmallCap Low Volatility ETF

112 hedge funds and large institutions have $127M invested in Invesco S&P SmallCap Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-7
Holders Change %
-5.88%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
24
Reduced
43
Closed
17
Calls
$18.8M
Puts
$18.2M
Net Calls
+$616K
Net Calls Change
-$26.9M
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$10.6M +$908K +19,672 +9%
UBS Group
2
UBS Group
Switzerland
$9.86M -$1.47M -31,934 -13%
BCM
3
Brookstone Capital Management
Illinois
$9.83M +$214K +4,639 +2%
ACM
4
Armbruster Capital Management
New York
$9.73M +$590K +12,785 +6%
SWM
5
Sculati Wealth Management
Michigan
$9.16M +$357K +7,727 +4%
Morgan Stanley
6
Morgan Stanley
New York
$6.24M -$672K -14,554 -10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.64M -$810K -17,543 -13%
Wells Fargo
8
Wells Fargo
California
$5.32M -$853K -18,476 -14%
RWP
9
RWA Wealth Partners
Massachusetts
$5.01M +$5.01M +108,521 New
Bank of America
10
Bank of America
North Carolina
$5M -$610K -13,215 -11%
SFA
11
Sequoia Financial Advisors
Ohio
$4.27M -$1.76M -38,201 -29%
EBWM
12
Eagle Bluffs Wealth Management
Missouri
$3.96M +$76.8K +1,664 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.16M -$176K -3,822 -5%
HI
14
Harbour Investments
Wisconsin
$2.65M +$109K +2,371 +4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.59M +$26.9K +582 +1%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$2.22M -$86.3K -1,869 -4%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$2.16M -$179K -3,869 -8%
Two Sigma Investments
18
Two Sigma Investments
New York
$1.68M +$868K +18,800 +107%
USCWA
19
U.S. Capital Wealth Advisors
Texas
$1.66M +$622K +13,466 +60%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.6M -$91.6K -1,983 -5%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$1.54M +$504K +11,013 +49%
PAG
22
Private Advisor Group
New Jersey
$1.41M -$17.2K -372 -1%
Raymond James Financial
23
Raymond James Financial
Florida
$1.22M +$77.6K +1,681 +7%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.13M -$137K -2,976 -11%
SCA
25
Snowden Capital Advisors
New York
$1.08M -$152K -3,302 -12%