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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

180 hedge funds and large institutions have $1.27B invested in Invesco S&P MidCap Low Volatility ETF in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 71 increasing their positions, 35 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+35
Holders Change %
+24.14%
% of All Funds
3.9%
Holding in Top 10
13
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+333.33%
% of All Funds
0.28%
New
57
Increased
71
Reduced
35
Closed
21
Calls
–
Puts
$1.44M
Net Calls
-$1.44M
Net Calls Change
-$1.44M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$56.8M
2
Ameriprise
2
Ameriprise
Minnesota
$135M
3
Morgan Stanley
3
Morgan Stanley
New York
$76.6M
4
UBS Group
4
UBS Group
Switzerland
$68.1M
5
PWS
5
Paragon Wealth Strategies
Florida
$13.8M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$48.7M
2
HNB
2
Huntington National Bank
Ohio
$13.1M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$11.4M
4
WDL
4
Well Done LLC
Michigan
$0
5
CC
5
Claybrook Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SHJ
26
Sharkey, Howes & Javer
Colorado
$10.8M +$10.8M +217,445 New
PCFFS
27
Pacific Center for Financial Services
California
$10.8M +$135K +2,722 +1%
JFM
28
Jackson Financial Management
California
$10.6M +$5.43M +109,405 +106%
ATPW
29
Ashton Thomas Private Wealth
Arizona
$9.98M +$9.98M +200,859 New
BFG
30
Barber Financial Group
Kansas
$9.39M +$8.55M +172,211 +1,021%
EC
31
Estate Counselors
Wisconsin
$8.92M – – –
FHC
32
First Heartland Consultants
Missouri
$7.8M +$7.43M +149,492 +2,008%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$6.86M +$2.14M +43,167 +46%
HGWM
34
Harvest Group Wealth Management
Massachusetts
$6.67M +$6.67M +134,279 New
GSC
35
G&S Capital
Colorado
$6.42M +$4.16M +83,658 +184%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$6.3M +$2.35M +47,312 +59%
MI
37
Moneywise Inc
Virginia
$6.22M +$6.22M +138,970 New
APA
38
American Portfolios Advisors
New York
$6.13M +$2.75M +55,387 +81%
HIM
39
Hanlon Investment Management
New Jersey
$6.12M +$6.12M +123,264 New
Goldman Sachs
40
Goldman Sachs
New York
$6.08M -$1.08M -21,719 -15%
RCS
41
Retirement Capital Strategies
California
$5.54M +$1.33M +26,773 +32%
SMC
42
Smith, Moore & Co
Missouri
$5.3M +$610K +12,275 +13%
AI
43
Atria Investments
North Carolina
$4.69M +$4.69M +94,387 New
TC
44
Trilogy Capital
California
$4.67M -$1.92M -38,722 -29%
CS
45
Comerica Securities
Michigan
$4.6M +$4.6M +92,521 New
Stifel Financial
46
Stifel Financial
Missouri
$4.55M +$2.24M +45,105 +97%
CAL
47
Capital Analysts LLC
Pennsylvania
$4.42M -$767K -15,443 -15%
BI
48
Ballast Inc
Kentucky
$4.29M +$163K +3,289 +4%
LSPW
49
Lake Street Private Wealth
Illinois
$4.1M +$4.1M +82,594 New
CCP
50
Cardan Capital Partners
Colorado
$3.59M +$2.96M +59,683 +473%
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