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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

193 hedge funds and large institutions have $412M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 86 reducing their positions, and 20 closing their positions.

Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
42
Reduced
86
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$5.65M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.58M
3
UBS Group
3
UBS Group
Switzerland
$20.4M
4
WA
4
Waverly Advisors
Alabama
$2.1M
5
CCFM
5
Clear Creek Financial Management
Washington
$1.41M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.9M
2
IAIM
2
International Assets Investment Management
Florida
$336K
3
HNB
3
Huntington National Bank
Ohio
$20.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$19.9M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$3.58M +$2.98M +52,850 +501%
MML Investors Services
27
MML Investors Services
Massachusetts
$3.13M -$1.24M -21,980 -28%
PMG
28
ProVise Management Group
Florida
$2.83M +$475K +8,426 +20%
Mariner
29
Mariner
Kansas
$2.57M -$133K -2,366 -5%
LOIM
30
Liberty One Investment Management
Illinois
$2.37M -$60.5K -1,073 -2%
Stifel Financial
31
Stifel Financial
Missouri
$2.33M -$22.1K -391 -0.9%
CAN
32
Cetera Advisor Networks
California
$2.18M +$3.61K +64 +0.2%
WA
33
Waverly Advisors
Alabama
$2.1M +$2.1M +37,175 New
AC
34
Avestar Capital
New York
$2.08M +$492K +8,716 +31%
PCIA
35
Prime Capital Investment Advisors
Kansas
$1.99M -$24.8K -439 -1%
CAL
36
Capital Analysts LLC
Pennsylvania
$1.91M +$119K +2,106 +7%
HI
37
Harbour Investments
Wisconsin
$1.78M -$1.75K -31 -0.1%
JWWM
38
Johnson & White Wealth Management
Pennsylvania
$1.76M -$150K -2,667 -8%
JWA
39
JFS Wealth Advisors
Pennsylvania
$1.72M -$7.97M -141,337 -82%
AAS
40
Avantax Advisory Services
Texas
$1.58M -$464K -8,226 -23%
SWM
41
Sculati Wealth Management
Michigan
$1.53M +$225K +3,983 +17%
FNBT
42
FineMark National Bank & Trust
Florida
$1.51M -$120K -2,124 -7%
AAS
43
Ameritas Advisory Services
Nebraska
$1.46M +$364K +6,579 +33%
CCFM
44
Clear Creek Financial Management
Washington
$1.41M +$1.41M +24,996 New
LWM
45
Laidlaw Wealth Management
New York
$1.37M -$262K -4,646 -16%
PSF
46
Pacific Sun Financial
California
$1.35M -$8.46K -150 -0.6%
KAS
47
Kestra Advisory Services
Texas
$1.32M +$835K +14,803 +171%
Goldman Sachs
48
Goldman Sachs
New York
$1.25M +$820K +14,544 +190%
FAIM
49
Financial Advocates Investment Management
Washington
$1.23M -$38.9K -707 -3%
VWA
50
Visionary Wealth Advisors
Illinois
$1.2M -$271K -4,798 -18%
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