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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 $603M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+15
Holders Change %
+8.2%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
34
Increased
60
Reduced
74
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$29.5M
2
Mariner
2
Mariner
Kansas
$4.33M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.85M
4
Bank of America
4
Bank of America
North Carolina
$16.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.6M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$10.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$40M
3
LPL Financial
3
LPL Financial
California
$40M
4
CPA
4
Capital Planning Advisors
California
$22.5M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
26
Janiczek Wealth Management
Colorado
$4.77M +$95.4K +1,719 +2%
MML Investors Services
27
MML Investors Services
Massachusetts
$4.67M -$206K -3,859 -4%
Invesco
28
Invesco
Georgia
$4.64M +$504K +9,423 +12%
Mariner
29
Mariner
Kansas
$4.33M +$3.38M +63,114 +353%
OPPS
30
Obsidian Personal Planning Solutions
Maryland
$4.22M +$96.6K +1,806 +2%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$4.02M +$28.6K +534 +0.7%
RJA
32
Raymond James & Associates
Florida
$3.6M +$3.64K +68 +0.1%
FNBT
33
FineMark National Bank & Trust
Florida
$3.51M -$22K -411 -0.6%
PWAG
34
Polaris Wealth Advisory Group
California
$3.4M +$65.8K +1,193 +2%
IA
35
IFP Advisors
Florida
$3.34M +$89.6K +1,925 +3%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$3.17M +$235K +4,389 +8%
LWM
37
Laidlaw Wealth Management
New York
$2.91M -$39.8K -744 -1%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$2.89M +$1.26M +23,501 +77%
Citadel Advisors
39
Citadel Advisors
Florida
$2.85M +$2.85M +53,276 New
MCC
40
Money Concepts Capital
Florida
$2.61M +$193K +3,599 +8%
CAL
41
Capital Analysts LLC
Pennsylvania
$2.61M +$44.3K +829 +2%
GSC
42
G&S Capital
Colorado
$2.43M -$8.18K -153 -0.3%
VWA
43
Visionary Wealth Advisors
Illinois
$2.42M -$161K -3,018 -6%
LOIM
44
Liberty One Investment Management
Illinois
$2.41M -$5.19K -97 -0.2%
OCM
45
One Capital Management
California
$2.35M +$274K +5,124 +13%
Truist Financial
46
Truist Financial
North Carolina
$2.34M +$19.5K +365 +0.8%
HI
47
Harbour Investments
Wisconsin
$2.15M +$88K +1,646 +4%
CAN
48
Cetera Advisor Networks
California
$2.11M +$92.2K +1,723 +5%
CW
49
CreativeOne Wealth
Kansas
$1.81M +$22.5K +421 +1%
KPWS
50
Kestra Private Wealth Services
Texas
$1.73M -$2.24M -41,841 -56%
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