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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

75 hedge funds and large institutions have $365M invested in Invesco S&P MidCap Low Volatility ETF in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+8
Holders Change %
+11.94%
% of All Funds
1.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
16
Increased
28
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$17.1M
2
Wells Fargo
2
Wells Fargo
California
$33.4M
3
NPC
3
National Planning Corporation
California
$4.39M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.57M
5
FAAS
5
First Allied Advisory Services
California
$2.48M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$26.6M
2
WDL
2
Well Done LLC
Michigan
$4.55M
3
AG
3
Advisor Group
Arizona
$2.42M
4
HNB
4
Huntington National Bank
Ohio
$6.73M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$5.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
26
First Allied Advisory Services
California
$2.48M +$2.24M +55,097 +939%
AG
27
Advisor Group
Arizona
$2.42M -$7.46M -183,738 -76%
PAG
28
Private Advisor Group
New Jersey
$2.23M -$188K -4,626 -8%
USAA
29
United Services Automobile Association
Texas
$2.03M – – –
Jane Street
30
Jane Street
New York
$1.86M +$1.86M +45,780 New
PAS
31
Partnervest Advisory Services
California
$1.82M +$240K +5,900 +15%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.43M +$1.43M +35,084 New
CAL
33
Capital Analysts LLC
Pennsylvania
$1.38M +$391K +9,619 +40%
FA
34
FDx Advisors
Illinois
$1.25M +$714K +17,583 +133%
CA
35
Cetera Advisors
Colorado
$1.25M -$267K -6,605 -18%
SI
36
SII Investments
Wisconsin
$1.22M +$1.22M +30,050 New
CC
37
Cedar Capital
Illinois
$1.06M -$2.14M -52,785 -67%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.02M +$335K +8,248 +49%
MWM
39
Meridian Wealth Management
Kentucky
$889K +$889K +21,873 New
CCP
40
Cardan Capital Partners
Colorado
$833K +$390K +9,617 +88%
Stifel Financial
41
Stifel Financial
Missouri
$612K +$378K +9,364 +161%
PWS
42
Paragon Wealth Strategies
Florida
$588K +$588K +14,468 New
CWM
43
Cornerstone Wealth Management
Missouri
$458K +$110K +2,701 +31%
CAN
44
Cetera Advisor Networks
California
$438K +$53.7K +1,325 +14%
SPC
45
Sigma Planning Corp
Michigan
$437K -$25.2K -621 -5%
CIBC World Market
46
CIBC World Market
Ontario, Canada
$397K +$8.36K +206 +2%
Axa
47
Axa
France
$350K -$9.76K -240 -3%
RI
48
Ridgewood Investments
New Jersey
$335K +$335K +8,266 New
CFA
49
Carroll Financial Associates
North Carolina
$332K +$20.7K +510 +7%
FHC
50
First Heartland Consultants
Missouri
$305K – – –
1
2
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