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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

190 hedge funds and large institutions have $484M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-8
Holders Change %
-4.04%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
51
Reduced
73
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$9.66M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$25.8M
3
Wells Fargo
3
Wells Fargo
California
$19.2M
4
JWWM
4
Johnson & White Wealth Management
Pennsylvania
$1.95M
5
HGERS
5
Householder Group Estate & Retirement Specialist
Arizona
$687K

Top Sellers

1
PI
1
PFS Investments
Georgia
$25.7M
2
CPA
2
Capital Planning Advisors
California
$480K
3
HNB
3
Huntington National Bank
Ohio
$12.8M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$0
5
JWM
5
Janiczek Wealth Management
Colorado
$297K
Name Holding Trade Value Shares
Change 		Shares
Change %
OPPS
26
Obsidian Personal Planning Solutions
Maryland
$4.14M +$3.04K +58 +0.1%
RJA
27
Raymond James & Associates
Florida
$3.74M +$215K +4,104 +6%
Invesco
28
Invesco
Georgia
$3.53M -$1.01M -19,237 -22%
FNBT
29
FineMark National Bank & Trust
Florida
$3.43M -$7.86K -150 -0.2%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$3.03M -$907K -17,303 -23%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$3.01M +$180K +3,440 +6%
LWM
32
Laidlaw Wealth Management
New York
$2.86M +$7.18K +137 +0.3%
CAL
33
Capital Analysts LLC
Pennsylvania
$2.72M +$162K +3,098 +6%
LOIM
34
Liberty One Investment Management
Illinois
$2.36M -$7.55K -144 -0.3%
Truist Financial
35
Truist Financial
North Carolina
$2.32M +$22.3K +425 +1%
GSC
36
G&S Capital
Colorado
$2.26M -$120K -2,298 -5%
VWA
37
Visionary Wealth Advisors
Illinois
$2.19M -$183K -3,499 -8%
HI
38
Harbour Investments
Wisconsin
$2.19M +$79.2K +1,512 +4%
CAN
39
Cetera Advisor Networks
California
$2.1M +$33K +630 +2%
JWWM
40
Johnson & White Wealth Management
Pennsylvania
$1.95M +$1.95M +37,251 New
FFWM
41
Future Financial Wealth Management
Ohio
$1.62M +$153K +2,915 +10%
CW
42
CreativeOne Wealth
Kansas
$1.6M -$176K -3,361 -10%
AAS
43
Ameritas Advisory Services
Nebraska
$1.59M +$13.2K +252 +0.8%
PMG
44
ProVise Management Group
Florida
$1.57M +$212K +4,047 +16%
PAG
45
Private Advisor Group
New Jersey
$1.46M -$801K -15,292 -35%
WWM
46
WT Wealth Management
Arizona
$1.45M +$159K +3,035 +12%
KPWS
47
Kestra Private Wealth Services
Texas
$1.15M -$549K -10,477 -32%
AWM
48
Aspire Wealth Management
Massachusetts
$1.14M -$132K -2,517 -10%
MI
49
Moneywise Inc
Virginia
$1.12M +$786 +15 +0.1%
TLFA
50
True Link Financial Advisors
California
$1.12M – – –
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