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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

187 hedge funds and large institutions have $473M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
48
Reduced
74
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$4.02M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$22.2M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$3.6M
4
Jane Street
4
Jane Street
New York
$3.14M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$28.2M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$14.4M
2
MCC
2
Money Concepts Capital
Florida
$0
3
Wells Fargo
3
Wells Fargo
California
$12.4M
4
MWM
4
MorganRosel Wealth Management
Colorado
$509K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$4.02M +$4.02M +77,741 New
RJA
27
Raymond James & Associates
Florida
$3.67M -$18.2K -351 -0.5%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$3.63M +$638K +12,333 +21%
PCIA
29
Prime Capital Investment Advisors
Kansas
$3.6M +$3.6M +69,526 New
FNBT
30
FineMark National Bank & Trust
Florida
$3.22M -$163K -3,149 -5%
Jane Street
31
Jane Street
New York
$3.14M +$3.14M +60,761 New
LWM
32
Laidlaw Wealth Management
New York
$2.72M -$107K -2,075 -4%
CAL
33
Capital Analysts LLC
Pennsylvania
$2.67M -$15.8K -306 -0.6%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2.53M -$446K -8,619 -15%
LOIM
35
Liberty One Investment Management
Illinois
$2.35M +$23.6K +456 +1%
Truist Financial
36
Truist Financial
North Carolina
$2.31M +$17.6K +340 +0.8%
BCM
37
BlueCrest Capital Management
Jersey
$2.31M +$2.31M +44,568 New
HI
38
Harbour Investments
Wisconsin
$2.1M -$58K -1,120 -3%
VWA
39
Visionary Wealth Advisors
Illinois
$2.08M -$80.5K -1,556 -4%
CAN
40
Cetera Advisor Networks
California
$2.02M -$57.9K -1,119 -3%
JWWM
41
Johnson & White Wealth Management
Pennsylvania
$1.97M +$38.3K +740 +2%
PMG
42
ProVise Management Group
Florida
$1.78M +$221K +4,278 +14%
WWM
43
WT Wealth Management
Arizona
$1.5M +$66.4K +1,284 +5%
CW
44
CreativeOne Wealth
Kansas
$1.46M -$113K -2,189 -7%
PSF
45
Pacific Sun Financial
California
$1.38M +$1.38M +26,405 New
PAG
46
Private Advisor Group
New Jersey
$1.27M -$191K -3,660 -13%
AAS
47
Ameritas Advisory Services
Nebraska
$1.25M -$308K -6,006 -20%
Invesco
48
Invesco
Georgia
$1.21M -$2.28M -44,043 -65%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.18M +$1.18M +22,837 New
MI
50
Moneywise Inc
Virginia
$1.11M +$155 +3 +0%
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