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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

206 hedge funds and large institutions have $1.62B invested in Invesco S&P MidCap Low Volatility ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 111 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+16
Holders Change %
+8.42%
% of All Funds
4.52%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
39
Increased
111
Reduced
37
Closed
23
Calls
–
Puts
$1.43M
Net Calls
-$1.43M
Net Calls Change
+$3K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$182M
2
Wells Fargo
2
Wells Fargo
California
$110M
3
LPL Financial
3
LPL Financial
California
$99.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$70.3M
5
TC
5
Trilogy Capital
California
$19.4M

Top Sellers

1
PI
1
PFS Investments
Georgia
$14.4M
2
HNB
2
Huntington National Bank
Ohio
$5.6M
3
CI
3
CX Institutional
Indiana
$13M
4
CCP
4
Cardan Capital Partners
Colorado
$0
5
RCS
5
Retirement Capital Strategies
California
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
26
BCM Advisors
Louisiana
$13.9M +$9.68M +184,011 +227%
Stifel Financial
27
Stifel Financial
Missouri
$13.5M +$4.89M +93,000 +57%
SHJ
28
Sharkey, Howes & Javer
Colorado
$13.3M -$1.42M -26,923 -10%
CI
29
CX Institutional
Indiana
$13M -$4.51M -85,698 -26%
PCFFS
30
Pacific Center for Financial Services
California
$13M +$823K +15,646 +7%
FEG
31
Financial Enhancement Group
Indiana
$12.8M +$114K +2,170 +0.9%
WDL
32
Well Done LLC
Michigan
$11.4M +$163K +3,107 +1%
JFM
33
Jackson Financial Management
California
$11.4M +$41.8K +795 +0.4%
AAP
34
Arax Advisory Partners
Colorado
$10.4M +$486K +9,239 +5%
SPC
35
Sigma Planning Corp
Michigan
$9.85M +$7.71M +146,594 +361%
EC
36
Estate Counselors
Wisconsin
$9.45M +$10.5K +200 +0.1%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$9.23M +$2.32M +44,146 +34%
PAG
38
Private Advisor Group
New Jersey
$9.17M +$1.09M +20,636 +13%
MIAN
39
Mariner Independent Advisor Network
Kansas
$8.68M +$459K +8,817 +6%
APA
40
American Portfolios Advisors
New York
$7.66M +$402K +7,632 +6%
MI
41
Moneywise Inc
Virginia
$6.65M +$137K +2,600 +2%
GSC
42
G&S Capital
Colorado
$6.5M -$197K -3,751 -3%
RWA
43
Redhawk Wealth Advisors
Minnesota
$6.15M +$6.15M +116,912 New
AIP
44
Almanack Investment Partners
Pennsylvania
$6.09M +$6.09M +115,707 New
HGWM
45
Harvest Group Wealth Management
Massachusetts
$5.99M +$167K +3,175 +3%
SMC
46
Smith, Moore & Co
Missouri
$5.87M +$158K +2,999 +3%
AF
47
Advisornet Financial
Minnesota
$5.74M +$5.55M +105,489 +2,851%
MFS
48
Madrona Financial Services
Washington
$5.69M +$5.69M +108,169 New
MF
49
Madrona Funds
Washington
$5.69M +$5.69M +108,169 New
HNB
50
Huntington National Bank
Ohio
$5.6M -$5.46M – –
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