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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 $461M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 93 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+7
Holders Change %
+3.85%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
35
Reduced
93
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$65.7M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$32.8M
3
FFN
3
Focus Financial Network
Minnesota
$575K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$542K
5
AC
5
Avestar Capital
New York
$1.5M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$18.8M
2
AF
2
Advisornet Financial
Minnesota
$21K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18.7M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$14.9M
5
UBS Group
5
UBS Group
Switzerland
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$4.52M -$1.38M -25,861 -23%
MML Investors Services
27
MML Investors Services
Massachusetts
$4.12M +$166K +3,117 +4%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.85M -$47.3K -889 -1%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$3.76M -$55.3K -1,040 -1%
Mariner
30
Mariner
Kansas
$2.55M +$415K +7,810 +19%
LOIM
31
Liberty One Investment Management
Illinois
$2.29M -$69.8K -1,313 -3%
PMG
32
ProVise Management Group
Florida
$2.22M +$3.83K +72 +0.2%
Stifel Financial
33
Stifel Financial
Missouri
$2.22M -$202K -3,797 -8%
CAN
34
Cetera Advisor Networks
California
$2.05M -$62.2K -1,170 -3%
AAS
35
Avantax Advisory Services
Texas
$1.93M -$247K -4,646 -11%
PCIA
36
Prime Capital Investment Advisors
Kansas
$1.9M -$777K -14,619 -29%
JWWM
37
Johnson & White Wealth Management
Pennsylvania
$1.8M -$98K -1,844 -5%
CAL
38
Capital Analysts LLC
Pennsylvania
$1.69M -$104K -1,962 -6%
HI
39
Harbour Investments
Wisconsin
$1.68M +$42.7K +803 +3%
LWM
40
Laidlaw Wealth Management
New York
$1.54M -$825K -15,515 -35%
FNBT
41
FineMark National Bank & Trust
Florida
$1.53M -$78.1K -1,468 -5%
AC
42
Avestar Capital
New York
$1.5M +$441K +8,291 +42%
VWA
43
Visionary Wealth Advisors
Illinois
$1.39M -$456K -8,580 -25%
PSF
44
Pacific Sun Financial
California
$1.28M -$127K -2,390 -9%
CW
45
CreativeOne Wealth
Kansas
$1.27M -$133K -2,494 -9%
SWM
46
Sculati Wealth Management
Michigan
$1.23M +$54.4K +1,022 +5%
FAIM
47
Financial Advocates Investment Management
Washington
$1.2M +$200K +3,865 +20%
PAG
48
Private Advisor Group
New Jersey
$1.18M -$72K -1,353 -6%
IA
49
IFG Advisory
Georgia
$1.13M +$54.7K +1,028 +5%
MI
50
Moneywise Inc
Virginia
$1.08M +$2.93K +55 +0.3%
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