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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

189 hedge funds and large institutions have $566M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 86 reducing their positions, and 27 closing their positions.

Holders
189
Holders Change
-11
Holders Change %
-5.5%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
16
Increased
49
Reduced
86
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFS Investments
Georgia
$52.4M
2
CPA
2
Capital Planning Advisors
California
$22.7M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$19.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.7M
5
PWAG
5
Polaris Wealth Advisory Group
California
$3.13M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.09M
2
BCM
2
Brookstone Capital Management
Illinois
$0
3
AIP
3
Almanack Investment Partners
Pennsylvania
$0
4
UBS Group
4
UBS Group
Switzerland
$29.3M
5
HNB
5
Huntington National Bank
Ohio
$9.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
26
Janiczek Wealth Management
Colorado
$4.61M -$337K -6,142 -7%
CWM
27
Cornerstone Wealth Management
Missouri
$4.56M -$3.59M -69,866 -44%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$4.51M -$5.25M -102,142 -54%
OPPS
29
Obsidian Personal Planning Solutions
Maryland
$3.86M +$3.86M +75,183 New
MIAN
30
Mariner Independent Advisor Network
Kansas
$3.61M +$420K +8,062 +13%
Invesco
31
Invesco
Georgia
$3.59M -$1.27M -24,675 -26%
RJA
32
Raymond James & Associates
Florida
$3.52M -$59.3K -1,155 -2%
FNBT
33
FineMark National Bank & Trust
Florida
$3.46M -$152K -2,960 -4%
MWM
34
MorganRosel Wealth Management
Colorado
$3.35M +$3.08M +59,972 +1,161%
KAS
35
Kestra Advisory Services
Texas
$3.28M +$2.88M +55,956 +709%
IA
36
IFP Advisors
Florida
$3.22M – – –
PWAG
37
Polaris Wealth Advisory Group
California
$3.13M +$3.13M +60,962 New
Stifel Financial
38
Stifel Financial
Missouri
$2.87M -$292K -5,685 -9%
LWM
39
Laidlaw Wealth Management
New York
$2.75M +$247K +4,812 +10%
CAL
40
Capital Analysts LLC
Pennsylvania
$2.52M -$21.2K -412 -0.8%
VWA
41
Visionary Wealth Advisors
Illinois
$2.5M -$7.97K -155 -0.3%
LOIM
42
Liberty One Investment Management
Illinois
$2.48M +$34.6K +647 +1%
PAG
43
Private Advisor Group
New Jersey
$2.22M -$74.3K -1,446 -3%
Truist Financial
44
Truist Financial
North Carolina
$2.17M +$1.54K +30 +0.1%
OCM
45
One Capital Management
California
$1.99M +$1.99M +38,800 New
HI
46
Harbour Investments
Wisconsin
$1.98M +$1.98M +38,604 New
CAN
47
Cetera Advisor Networks
California
$1.92M +$4.06K +79 +0.2%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$1.91M -$1.05M -20,411 -35%
CW
49
CreativeOne Wealth
Kansas
$1.86M -$102K -1,981 -5%
AWM
50
Aspire Wealth Management
Massachusetts
$1.66M -$536K -10,441 -24%
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