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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

255 hedge funds and large institutions have $2.02B invested in Invesco S&P MidCap Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 115 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+49
Holders Change %
+23.79%
% of All Funds
5.04%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.47%
New
70
Increased
115
Reduced
46
Closed
17
Calls
–
Puts
$1.44M
Net Calls
-$1.44M
Net Calls Change
-$10K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$126M
2
PFG
2
Pacific Financial Group
Washington
$51.1M
3
Ameriprise
3
Ameriprise
Minnesota
$209M
4
BA
4
BCM Advisors
Louisiana
$30.2M
5
Wells Fargo
5
Wells Fargo
California
$127M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$21.4M
2
FHC
2
First Heartland Consultants
Missouri
$14.2M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$0
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$368K
5
HNB
5
Huntington National Bank
Ohio
$5.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
226
SRH Advisors
Kansas
$48K – – –
FHA
227
Flagship Harbor Advisors
Massachusetts
$48K +$6.16K +115 +15%
FGAM
228
Financial Gravity Asset Management
Texas
$46K -$43.2K -798 -48%
CAL
229
Capital Advisors Ltd
Ohio
$28K – – –
ASN
230
Advisory Services Network
Georgia
$28K +$28K +529 New
DI
231
Disciplined Investments
Oklahoma
$27K +$27K +501 New
BWM
232
Baystate Wealth Management
Massachusetts
$27K +$27K +509 New
PCIA
233
Prime Capital Investment Advisors
Kansas
$26K – – –
SFS
234
Sowell Financial Services
Arkansas
$23K -$425K -7,930 -95%
CFN
235
Cordasco Financial Network
Florida
$23K – – –
PFGIA
236
Patriot Financial Group Insurance Agency
Massachusetts
$21K -$129K -2,430 -86%
CIAS
237
Capital Investment Advisory Services
North Carolina
$20K +$7.09K +129 +55%
CAGAS
238
Capital Advisory Group Advisory Services
Minnesota
$18K – – –
AIM
239
Arcadia Investment Management
Michigan
$16K – – –
BFO
240
Biltmore Family Office
North Carolina
$16K – – –
RIA
241
Realta Investment Advisors
Delaware
$16K +$5.21K +100 +48%
LFG
242
LifePlan Financial Group
Ohio
$15K – – –
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$14K +$14K +265 New
TFS
244
TrustCore Financial Services
Tennessee
$12K – – –
MIM
245
Macroview Investment Management
Maryland
$12K +$12K +216 New
WP
246
WealthShield Partners
North Carolina
$11K – – –
PMFA
247
Plante Moran Financial Advisors
Michigan
$11K +$11K +200 New
FMP
248
Financial Management Professionals
Texas
$10K – – –
JWBC
249
John W. Brooker & Co
California
$9K +$9K +170 New
BlackRock
250
BlackRock
New York
$5K -$9.66K -197 -66%
7 8 9
10
11