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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

200 hedge funds and large institutions have $610M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 94 reducing their positions, and 25 closing their positions.

Holders
200
Holders Change
-7
Holders Change %
-3.38%
% of All Funds
3.17%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
21
Increased
51
Reduced
94
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$24.8M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$13.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.6M
4
IA
4
IFP Advisors
Florida
$3.22M
5
KPWS
5
Kestra Private Wealth Services
Texas
$8.94M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$16.3M
2
HGWM
2
Harvest Group Wealth Management
Massachusetts
$1.08M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.3M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$5.59M
5
PWAG
5
Polaris Wealth Advisory Group
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WDL
26
Well Done LLC
Michigan
$6.35M 113,858 -1,251 -1%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$5.69M 101,936 +4,450 +5%
MML Investors Services
28
MML Investors Services
Massachusetts
$5.59M 100,187 -102,674 -51%
Invesco
29
Invesco
Georgia
$5.27M 94,444 +15,407 +19%
JWM
30
Janiczek Wealth Management
Colorado
$5.03M 90,167 +1,481 +2%
FNBT
31
FineMark National Bank & Trust
Florida
$3.92M 70,306 -392 -0.6%
RJA
32
Raymond James & Associates
Florida
$3.89M 69,738 -14,465 -17%
Stifel Financial
33
Stifel Financial
Missouri
$3.44M 61,568 -6,882 -10%
MIAN
34
Mariner Independent Advisor Network
Kansas
$3.43M 61,213 +22,833 +59%
IA
35
IFP Advisors
Florida
$3.22M 69,283 +66,679 +2,561%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$3.21M 57,521 +8,570 +18%
CAL
37
Capital Analysts LLC
Pennsylvania
$2.76M 49,514 -1,544 -3%
VWA
38
Visionary Wealth Advisors
Illinois
$2.72M 48,799 -1,859 -4%
LWM
39
Laidlaw Wealth Management
New York
$2.72M 48,708 +5,135 +12%
CA
40
Calton & Associates
Florida
$2.65M 47,407 -1,821 -4%
LOIM
41
Liberty One Investment Management
Illinois
$2.55M 45,654 +32 +0.1%
PAG
42
Private Advisor Group
New Jersey
$2.49M 44,545 +2,035 +5%
AWM
43
Aspire Wealth Management
Massachusetts
$2.38M 42,670 -39,319 -48%
Truist Financial
44
Truist Financial
North Carolina
$2.36M 42,251 -3,634 -8%
CW
45
CreativeOne Wealth
Kansas
$2.13M 38,077 -207 -0.5%
CAN
46
Cetera Advisor Networks
California
$2.08M 37,276 -2,724 -7%
SWAG
47
Spectrum Wealth Advisory Group
California
$1.9M 33,965 -11,335 -25%
FAIM
48
Financial Advocates Investment Management
Washington
$1.88M 33,706 +5,461 +19%
TA
49
TrueWealth Advisors
Alabama
$1.88M 32,067 – –
GSC
50
G&S Capital
Colorado
$1.82M 32,666 +3,431 +12%
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