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Invesco S&P MidCap Low Volatility ETF

204 hedge funds and large institutions have $746M invested in Invesco S&P MidCap Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-15
Holders Change %
-6.85%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
25
Increased
45
Reduced
100
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APA
26
American Portfolios Advisors
New York
$6.98M +$22.6K +432 +0.3%
WDL
27
Well Done LLC
Michigan
$6.54M -$744K -14,201 -10%
CWM
28
Cornerstone Wealth Management
Missouri
$6.31M +$1.37M +26,242 +28%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$6.22M +$238K +4,538 +4%
FNBT
30
FineMark National Bank & Trust
Florida
$5.92M -$1.43M -27,301 -19%
Stifel Financial
31
Stifel Financial
Missouri
$4.78M -$127K -2,433 -3%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$4.71M +$4.71M +89,923 New
JWM
33
Janiczek Wealth Management
Colorado
$4.57M -$51.8K -990 -1%
MIAN
34
Mariner Independent Advisor Network
Kansas
$4.5M -$9.57M -182,812 -68%
Barclays
35
Barclays
United Kingdom
$4.3M +$4.3M +82,167 New
IWM
36
IHT Wealth Management
Illinois
$3.89M +$1.94M +36,984 +99%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$3.53M -$3.33M -63,557 -49%
FAIM
38
Financial Advocates Investment Management
Washington
$3.03M +$11K +212 +0.4%
1832 Asset Management
39
1832 Asset Management
Ontario, Canada
$2.79M -$53.5K -1,280 -2%
VWA
40
Visionary Wealth Advisors
Illinois
$2.76M -$11.8K -225 -0.4%
PAG
41
Private Advisor Group
New Jersey
$2.71M -$719K -13,727 -21%
SWAG
42
Spectrum Wealth Advisory Group
California
$2.63M -$7.28M -139,017 -73%
CAL
43
Capital Analysts LLC
Pennsylvania
$2.58M -$1.2M -22,862 -32%
CA
44
Calton & Associates
Florida
$2.53M +$65.7K +1,255 +3%
Invesco
45
Invesco
Georgia
$2.51M -$77.3K -1,476 -3%
LOIM
46
Liberty One Investment Management
Illinois
$2.45M -$77.8K -1,486 -3%
Truist Financial
47
Truist Financial
North Carolina
$2.43M -$142K -2,712 -6%
HI
48
Harbour Investments
Wisconsin
$2.37M +$2.37M +45,335 New
AA
49
ACT Advisors
North Carolina
$2.35M -$552K -10,187 -19%
FLI
50
Family Legacy Inc
South Carolina
$2.33M -$31K -593 -1%