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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

120 hedge funds and large institutions have $802M invested in Invesco S&P MidCap Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
2.75%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
17
Increased
58
Reduced
26
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$232M
2
CS
2
Credit Suisse
Switzerland
$19.4M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$27.9M
4
BCM
4
Brookstone Capital Management
Illinois
$7.27M
5
Morgan Stanley
5
Morgan Stanley
New York
$36M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$0
2
HNB
2
Huntington National Bank
Ohio
$11.4M
3
AI
3
Atria Investments
North Carolina
$216K
4
SWP
4
Stratos Wealth Partners
Ohio
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$3.81M +$529K +10,904 +16%
CAL
27
Capital Analysts LLC
Pennsylvania
$3.74M +$36K +741 +1%
PAG
28
Private Advisor Group
New Jersey
$3.7M +$2.85M +58,667 +334%
Jane Street
29
Jane Street
New York
$3.67M -$531K -10,936 -13%
BI
30
Ballast Inc
Kentucky
$3.67M +$123K +2,526 +3%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$3.49M +$59.9K +1,233 +2%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$3.47M +$1.4M +28,862 +68%
Axa
33
Axa
France
$2.99M +$241K +4,960 +9%
UCFA
34
United Capital Financial Advisors
Texas
$2.5M -$8.16K -168 -0.3%
USAA
35
United Services Automobile Association
Texas
$2.43M +$2.43M +50,000 New
PAS
36
Partnervest Advisory Services
California
$2.33M +$101K +2,087 +5%
SCA
37
Snowden Capital Advisors
New York
$2.32M +$1.35M +27,854 +140%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$2.21M +$476K +9,814 +27%
TC
39
Trilogy Capital
California
$1.94M +$1.63M +33,553 +517%
Goldman Sachs
40
Goldman Sachs
New York
$1.91M +$1.91M +39,384 New
SPIA
41
Steward Partners Investment Advisory
New York
$1.86M +$1.86M +38,389 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.84M +$1.84M +37,927 New
CAAS
43
Capital Asset Advisory Services
Michigan
$1.74M -$106K -2,194 -6%
AIM
44
Advantage Investment Management
Iowa
$1.74M -$98.8K -2,035 -5%
CAN
45
Cetera Advisor Networks
California
$1.51M +$219K +4,520 +17%
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$1.42M -$321K -6,615 -18%
Stifel Financial
47
Stifel Financial
Missouri
$1.37M +$164K +3,397 +14%
GA
48
Gateway Advisory
New Jersey
$1.35M -$7.33K -151 -0.5%
CC
49
Courier Capital
New York
$1.18M +$42K +865 +4%
FFBTD
50
First Financial Bank - Trust Division
Ohio
$921K +$921K +18,972 New
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