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 %
BP
251
Ballentine Partners
Massachusetts
-$592K -10,996 Closed
PA
252
PSI Advisors
Florida
-$552K -10,273 Closed
MA
253
MONECO Advisors
Connecticut
-$480K -8,799 Closed
NL
254
NWAM LLC
Washington
-$457K -8,492 Closed
VWM
255
Vigilare Wealth Management
Arizona
-$446K -8,221 Closed
GIA
256
Gladstone Institutional Advisory
Florida
-$433K -8,045 Closed
PFS
257
Prospera Financial Services
Texas
-$420K -7,806 Closed
WWM
258
WJ Wealth Management
Arizona
-$396K -7,367 Closed
RWA
259
Redhawk Wealth Advisors
Minnesota
-$368K -6,845 Closed
JPMPWA
260
J.P. Morgan Private Wealth Advisors
California
-$349K -6,477 Closed
QWM
261
QP Wealth Management
New Jersey
-$316K -5,799 Closed
SFG
262
StrategIQ Financial Group
Indiana
-$299K -5,564 Closed
MSAM
263
Moloney Securities Asset Management
Missouri
-$287K -5,325 Closed
NEGWA
264
New England Guild Wealth Advisors
Connecticut
-$286K -5,309 Closed
PP
265
PDS Planning
Ohio
-$271K -5,038 Closed
HAS
266
HBW Advisory Services
California
-$252K -4,749 Closed
JWCA
267
J.W. Cole Advisors
Florida
-$251K -4,670 Closed
PTC
268
Private Trust Company
Ohio
-$247K -4,607 Closed
OC
269
Oppenheimer & Co
New York
-$239K -4,445 Closed
GVAG
270
Great Valley Advisor Group
Delaware
-$235K -4,371 Closed
GLA
271
Good Life Advisors
Pennsylvania
-$236K -4,370 Closed
REMPR
272
Roof Eidam Maycock Peralta (REMP)
California
-$222K -4,120 Closed
CG
273
CFO4Life Group
Texas
-$217K -4,025 Closed
RA
274
RFG Advisory
Alabama
-$209K -3,886 Closed
Cerity Partners
275
Cerity Partners
New York
-$206K -3,837 Closed