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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

198 hedge funds and large institutions have $841M invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 90 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-4
Holders Change %
-1.98%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
22
Increased
60
Reduced
90
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWA
1
JFS Wealth Advisors
Pennsylvania
$10.8M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$10.2M
3
SWAG
3
Spectrum Wealth Advisory Group
California
$16.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$17.6M
5
AAS
5
Avantax Advisory Services
Texas
$4.07M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.58M
2
Ameriprise
2
Ameriprise
Minnesota
$84.2M
3
Wells Fargo
3
Wells Fargo
California
$27.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$15.5M
5
LPL Financial
5
LPL Financial
California
$61.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$7.57M -$971K -23,311 -11%
WDL
27
Well Done LLC
Michigan
$7.3M -$927K -22,243 -11%
FNBT
28
FineMark National Bank & Trust
Florida
$6.79M -$1.05M -25,090 -13%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$6.21M -$2.31M -55,544 -27%
22CM
30
20/20 Capital Management
California
$5.88M -$484K -11,621 -8%
HGWM
31
Harvest Group Wealth Management
Massachusetts
$5.85M -$3.67K -88 -0.1%
AAP
32
Arax Advisory Partners
Colorado
$5.6M +$77.2K +1,854 +1%
APA
33
American Portfolios Advisors
New York
$5.43M +$20.3K +487 +0.4%
Stifel Financial
34
Stifel Financial
Missouri
$5.14M -$195K -4,669 -4%
CCP
35
Cardan Capital Partners
Colorado
$5.06M -$1.1M -26,294 -18%
PS
36
Portfolio Solutions
Michigan
$4.83M -$311K -7,469 -6%
HNB
37
Huntington National Bank
Ohio
$4.59M -$4.59M – –
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$4.52M +$1.11M +26,671 +33%
AAS
39
Avantax Advisory Services
Texas
$4.07M +$3.57M +85,655 +713%
LSPW
40
Lake Street Private Wealth
Illinois
$3.88M +$62.6K +1,503 +2%
PAG
41
Private Advisor Group
New Jersey
$3.87M -$2M -47,917 -34%
JWM
42
Janiczek Wealth Management
Colorado
$3.68M -$130K -3,126 -3%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$3.63M -$3.84M -92,160 -51%
CAL
44
Capital Analysts LLC
Pennsylvania
$3.35M -$424K -10,178 -11%
LNC
45
Lincoln National Corp
Pennsylvania
$3.08M +$140K +3,362 +5%
MI
46
Moneywise Inc
Virginia
$2.95M -$1.22M -29,313 -29%
IWM
47
IHT Wealth Management
Illinois
$2.68M -$216K -5,179 -7%
Truist Financial
48
Truist Financial
North Carolina
$2.68M -$765K -18,371 -22%
FAIM
49
Financial Advocates Investment Management
Washington
$2.63M +$136K +3,265 +5%
CWM
50
Cornerstone Wealth Management
Missouri
$2.6M +$839K +20,140 +48%
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