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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

54 hedge funds and large institutions have $315M invested in Invesco S&P MidCap Low Volatility ETF in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+13
Holders Change %
+31.71%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
25
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$30.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$36.2M
3
MFS
3
MSI Financial Services
Massachusetts
$11M
4
Wells Fargo
4
Wells Fargo
California
$19.2M
5
UBS Group
5
UBS Group
Switzerland
$19.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
AIG
2
American International Group
New York
$0
3
Invesco
3
Invesco
Georgia
$50.5M
4
GA
4
Gateway Advisory
New Jersey
$3.26M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$1.44M +$286K +7,288 +25%
PAS
27
Partnervest Advisory Services
California
$1.36M +$978K +24,989 +258%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.33M +$1.28M +32,614 +2,495%
FFA
29
Fragasso Financial Advisors
Pennsylvania
$1.22M +$72.3K +1,847 +6%
SG
30
Societe Generale
$1.07M +$1.07M +27,287 New
SG Americas Securities
31
SG Americas Securities
New York
$1.07M +$1.07M +27,287 New
PFG
32
Pacific Financial Group
Washington
$719K +$719K +18,363 New
CCP
33
Cardan Capital Partners
Colorado
$570K +$570K +14,569 New
CIBC World Market
34
CIBC World Market
Ontario, Canada
$467K +$467K +11,935 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$424K +$220K +5,621 +108%
SPC
36
Sigma Planning Corp
Michigan
$416K +$76.8K +1,963 +23%
VFS
37
VSR Financial Services
Kansas
$373K +$373K +9,519 New
Axa
38
Axa
France
$337K -$90.5K -2,310 -21%
CFA
39
Carroll Financial Associates
North Carolina
$285K +$17K +435 +6%
DAS
40
Dynamic Advisor Solutions
Arizona
$283K +$283K +7,231 New
LI
41
LVZ Inc
Michigan
$235K +$235K +6,001 New
AW
42
ACG Wealth
Georgia
$223K +$223K +5,702 New
CAN
43
Cetera Advisor Networks
California
$209K +$209K +5,327 New
CAL
44
Capital Analysts LLC
Pennsylvania
$203K +$203K +5,178 New
WA
45
WFG Advisors
Texas
$79K +$79K +2,015 New
Creative Planning
46
Creative Planning
Kansas
$63K +$57K +1,447 +946%
DADC
47
D.A. Davidson & Co
Montana
$62K +$38.5K +985 +164%
WEC
48
Winslow Evans & Crocker
Massachusetts
$58.7K +$58.7K +1,500 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$48K – – –
BIM
50
BlackRock Investment Management
Delaware
$45K +$45K +1,143 New
1
2
3