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Invesco S&P SmallCap Low Volatility ETF

106 hedge funds and large institutions have $130M invested in Invesco S&P SmallCap Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-6
Holders Change %
-5.36%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
37
Reduced
35
Closed
13
Calls
$50M
Puts
$59.3M
Net Calls
-$9.37M
Net Calls Change
-$9.98M
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
1
Venturi Wealth Management
Texas
$11.2M +$11.2M +245,703 New
LPL Financial
2
LPL Financial
California
$10.9M +$452K +9,923 +4%
ACM
3
Armbruster Capital Management
New York
$10.2M +$573K +12,586 +6%
UBS Group
4
UBS Group
Switzerland
$10.1M +$411K +9,027 +4%
Bank of America
5
Bank of America
North Carolina
$9.2M +$4.27M +93,752 +87%
BCM
6
Brookstone Capital Management
Illinois
$9.18M -$523K -11,491 -5%
Morgan Stanley
7
Morgan Stanley
New York
$6M -$152K -3,338 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.32M -$238K -5,220 -4%
Wells Fargo
9
Wells Fargo
California
$5.01M -$241K -5,280 -5%
EBWM
10
Eagle Bluffs Wealth Management
Missouri
$3.95M +$38.7K +850 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.07M -$38.7K -850 -1%
SWM
12
Sculati Wealth Management
Michigan
$2.94M -$6.09M -133,731 -67%
Two Sigma Investments
13
Two Sigma Investments
New York
$2.79M +$1.14M +25,000 +69%
HI
14
Harbour Investments
Wisconsin
$2.66M +$45.6K +1,002 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.59M +$39.1K +859 +2%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$2.13M -$126K -2,702 -6%
USCWA
17
U.S. Capital Wealth Advisors
Texas
$2.07M +$431K +9,455 +26%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$2.03M +$501K +10,984 +33%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$1.94M -$194K -4,250 -9%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.61M +$30.2K +664 +2%
SFA
21
Sequoia Financial Advisors
Ohio
$1.41M -$2.8M -61,405 -66%
PAG
22
Private Advisor Group
New Jersey
$1.35M -$38.8K -852 -3%
Raymond James Financial
23
Raymond James Financial
Florida
$1.23M +$32.1K +705 +3%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.21M +$51.1K +1,083 +4%
SCA
25
Snowden Capital Advisors
New York
$1.1M +$33.5K +736 +3%