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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

184 hedge funds and large institutions have $390M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-9
Holders Change %
-4.66%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
47
Reduced
76
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
Sculati Wealth Management
Michigan
$4.81M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$3.28M
3
KAS
3
Kestra Advisory Services
Texas
$3.59M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.55M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$20.6M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$21.3M
2
CWM
2
Cornerstone Wealth Management
Missouri
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$31.1M
4
UBS Group
4
UBS Group
Switzerland
$17.2M
5
LPL Financial
5
LPL Financial
California
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$3.28M +$3.28M +59,275 New
MML Investors Services
27
MML Investors Services
Massachusetts
$3.19M +$127K +2,292 +4%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$3.16M -$395K -7,152 -11%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$3.07M -$433K -7,840 -12%
PMG
30
ProVise Management Group
Florida
$3M +$229K +4,138 +8%
Mariner
31
Mariner
Kansas
$2.43M -$93.8K -1,698 -4%
LOIM
32
Liberty One Investment Management
Illinois
$2.32M -$55 -1 -0%
Stifel Financial
33
Stifel Financial
Missouri
$2.31M +$28.4K +514 +1%
AC
34
Avestar Capital
New York
$2.06M +$21.4K +387 +1%
PCIA
35
Prime Capital Investment Advisors
Kansas
$1.86M -$87.2K -1,578 -4%
Goldman Sachs
36
Goldman Sachs
New York
$1.84M +$612K +11,082 +50%
HI
37
Harbour Investments
Wisconsin
$1.78M +$27.7K +501 +2%
JWWM
38
Johnson & White Wealth Management
Pennsylvania
$1.72M -$829 -15 -0%
CAL
39
Capital Analysts LLC
Pennsylvania
$1.7M -$174K -3,151 -9%
JWA
40
JFS Wealth Advisors
Pennsylvania
$1.65M -$40.2K -727 -2%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.55M +$1.24M +22,523 +413%
AAS
42
Ameritas Advisory Services
Nebraska
$1.49M +$32.7K +592 +2%
FNBT
43
FineMark National Bank & Trust
Florida
$1.46M -$16K -290 -1%
PSF
44
Pacific Sun Financial
California
$1.31M -$9.94K -180 -0.8%
LWM
45
Laidlaw Wealth Management
New York
$1.27M -$76.3K -1,381 -6%
WA
46
Waverly Advisors
Alabama
$1.22M -$832K -15,073 -41%
CCFM
47
Clear Creek Financial Management
Washington
$1.15M -$230K -4,168 -17%
PAG
48
Private Advisor Group
New Jersey
$1.11M -$42.2K -764 -4%
MI
49
Moneywise Inc
Virginia
$1.05M -$24.7K -448 -2%
CW
50
CreativeOne Wealth
Kansas
$1.03M +$31.9K +578 +3%
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