XMLV icon

Invesco S&P MidCap Low Volatility ETF

229 hedge funds and large institutions have $1.25B invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-26
Holders Change %
-10.2%
% of All Funds
5.06%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.33%
New
39
Increased
84
Reduced
83
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GTAM
226
Global Trust Asset Management
Florida
$2K -$777K -15,927 -100%
FWP
227
FAS Wealth Partners
Kansas
$2K +$2K +60 New
SL
228
Savior LLC
Massachusetts
$1K
FGAM
229
Financial Gravity Asset Management
Texas
$28 -$5 -129 -15%
WIM
230
Westside Investment Management
California
$3 +$3 +100 New
BA
231
BCM Advisors
Louisiana
-$30.2M -561,348 Closed
TC
232
Trilogy Capital
California
-$23.6M -445,886 Closed
CA
233
Cetera Advisors
Colorado
-$23.5M -436,034 Closed
PWS
234
Paragon Wealth Strategies
Florida
-$17.5M -324,729 Closed
IAA
235
Independent Advisor Alliance
North Carolina
-$13.2M -245,632 Closed
CCP
236
Cardan Capital Partners
Colorado
-$5.64M -104,873 Closed
AWM
237
Affinity Wealth Management
Delaware
-$5.29M -98,344 Closed
FFC
238
Fure Financial Corporation
Minnesota
-$4.04M -75,143 Closed
MA
239
Mutual Advisors
Nebraska
-$3M -55,764 Closed
MCM
240
Mattern Capital Management
Colorado
-$2.64M -49,079 Closed
VA
241
Valmark Advisers
Ohio
-$2.14M -39,703 Closed
LFAS
242
Level Four Advisory Services
Texas
-$1.98M -36,774 Closed
RCS
243
Retirement Capital Strategies
California
-$1.56M -29,037 Closed
WI
244
Wintrust Investments
Illinois
-$1.38M -25,726 Closed
AI
245
Atria Investments
North Carolina
-$1.36M -25,264 Closed
GA
246
Gateway Advisory
New Jersey
-$1.28M -23,767 Closed
CAAS
247
Capital Asset Advisory Services
Michigan
-$1.26M -22,876 Closed
LFPWM
248
Leicht Financial Planning & Wealth Management
New Jersey
-$1.06M -19,764 Closed
TCWM
249
Total Clarity Wealth Management
Illinois
-$754K -14,021 Closed
AFWM
250
AMJ Financial Wealth Management
Virginia
-$683K -12,692 Closed