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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

219 hedge funds and large institutions have $845M invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 48 increasing their positions, 95 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+21
Holders Change %
+10.61%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
49
Increased
48
Reduced
95
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$21.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.03M
3
FTUS
3
Flow Traders U.S.
New York
$3.04M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$42.1M
5
CWM
5
Cornerstone Wealth Management
Missouri
$4.54M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$50.3M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$34.7M
3
Ameriprise
3
Ameriprise
Minnesota
$84.3M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$25.2M
5
CA
5
Cetera Advisors
Colorado
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWAG
26
Spectrum Wealth Advisory Group
California
$9.11M -$10.3M -214,806 -53%
EH
27
Equitable Holdings
New York
$8.59M -$294K -6,120 -3%
HNB
28
Huntington National Bank
Ohio
$7.31M -$4.59M – –
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$6.99M -$178K -3,693 -2%
HGWM
30
Harvest Group Wealth Management
Massachusetts
$6.8M +$42.4K +882 +0.6%
FNBT
31
FineMark National Bank & Trust
Florida
$6.75M -$1.09M -22,734 -14%
WDL
32
Well Done LLC
Michigan
$6.7M -$1.74M -36,135 -21%
APA
33
American Portfolios Advisors
New York
$6.39M +$127K +2,639 +2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$6.3M -$2.44M -50,719 -28%
AAP
35
Arax Advisory Partners
Colorado
$6.27M -$194K -4,037 -3%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$5.5M +$1.31M +27,198 +31%
CWM
37
Cornerstone Wealth Management
Missouri
$4.54M +$1.53M +31,860 +51%
Stifel Financial
38
Stifel Financial
Missouri
$4.51M -$1.43M -29,635 -24%
JWM
39
Janiczek Wealth Management
Colorado
$4.25M -$5.25K -109 -0.1%
Citadel Advisors
40
Citadel Advisors
Florida
$4.03M +$3.46M +71,859 +604%
CAL
41
Capital Analysts LLC
Pennsylvania
$3.47M -$399K -8,299 -10%
PAG
42
Private Advisor Group
New Jersey
$3.15M -$1.32M -27,347 -29%
FTUS
43
Flow Traders U.S.
New York
$3.04M +$2.23M +46,423 +277%
FAIM
44
Financial Advocates Investment Management
Washington
$2.79M -$239K -4,965 -8%
AA
45
ACT Advisors
North Carolina
$2.58M +$2.58M +53,581 New
1832 Asset Management
46
1832 Asset Management
Ontario, Canada
$2.56M – – –
VWA
47
Visionary Wealth Advisors
Illinois
$2.55M +$98.2K +2,040 +4%
Invesco
48
Invesco
Georgia
$2.38M -$606K -12,600 -20%
Truist Financial
49
Truist Financial
North Carolina
$2.36M -$735K -15,275 -24%
LOIM
50
Liberty One Investment Management
Illinois
$2.32M -$73.1K -1,519 -3%
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