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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

255 hedge funds and large institutions have $2.02B invested in Invesco S&P MidCap Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 115 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+49
Holders Change %
+23.79%
% of All Funds
5.04%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.47%
New
70
Increased
115
Reduced
46
Closed
17
Calls
–
Puts
$1.44M
Net Calls
-$1.44M
Net Calls Change
-$10K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$126M
2
PFG
2
Pacific Financial Group
Washington
$51.1M
3
Ameriprise
3
Ameriprise
Minnesota
$209M
4
BA
4
BCM Advisors
Louisiana
$30.2M
5
Wells Fargo
5
Wells Fargo
California
$127M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$21.4M
2
FHC
2
First Heartland Consultants
Missouri
$14.2M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$0
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$368K
5
HNB
5
Huntington National Bank
Ohio
$5.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
26
Paragon Wealth Strategies
Florida
$17.5M +$102K +1,888 +0.6%
PI
27
PFS Investments
Georgia
$15.1M +$286K +5,317 +2%
FHC
28
First Heartland Consultants
Missouri
$14.2M -$6.62M -123,042 -32%
MWM
29
Minot Wealth Management
Massachusetts
$14.1M +$14.1M +258,277 New
SPC
30
Sigma Planning Corp
Michigan
$13.8M +$3.72M +69,052 +37%
SHJ
31
Sharkey, Howes & Javer
Colorado
$13.5M -$65.8K -1,223 -0.5%
PCFFS
32
Pacific Center for Financial Services
California
$13.5M +$220K +4,096 +2%
CI
33
CX Institutional
Indiana
$13.3M +$30.3K +563 +0.2%
IAA
34
Independent Advisor Alliance
North Carolina
$13.2M +$13.2M +245,632 New
Stifel Financial
35
Stifel Financial
Missouri
$13.2M -$556K -10,343 -4%
22CM
36
20/20 Capital Management
California
$13.2M +$13.2M +240,979 New
JFM
37
Jackson Financial Management
California
$12.1M +$466K +8,655 +4%
WDL
38
Well Done LLC
Michigan
$12.1M +$386K +7,179 +3%
AAP
39
Arax Advisory Partners
Colorado
$10.8M +$163K +3,021 +2%
PAG
40
Private Advisor Group
New Jersey
$10.4M +$1.01M +18,796 +11%
EH
41
Equitable Holdings
New York
$10.2M +$10.2M +188,894 New
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$10.1M +$682K +12,681 +7%
EC
43
Estate Counselors
Wisconsin
$9.79M +$116K +2,150 +1%
MIAN
44
Mariner Independent Advisor Network
Kansas
$9.64M +$665K +12,366 +7%
APA
45
American Portfolios Advisors
New York
$9.49M +$1.65M +30,639 +21%
FEG
46
Financial Enhancement Group
Indiana
$8.63M -$4.49M -83,348 -34%
AWM
47
AE Wealth Management
Kansas
$8.28M +$5.67M +105,361 +217%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$7.48M +$2.76M +51,228 +59%
HGWM
49
Harvest Group Wealth Management
Massachusetts
$6.87M +$740K +13,756 +12%
MI
50
Moneywise Inc
Virginia
$6.79M +$139K +2,649 +2%
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