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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

186 hedge funds and large institutions have $415M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 79 reducing their positions, and 14 closing their positions.

Holders
186
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
2.69%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
48
Reduced
79
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$11.4M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.03M
3
SWM
3
Sculati Wealth Management
Michigan
$7.66M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$2.22M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.11M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$24.2M
4
Bank of America
4
Bank of America
North Carolina
$6.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$478K
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$3.94M 64,618 -312 -0.5%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$3.57M 58,544 +1,309 +2%
PMG
28
ProVise Management Group
Florida
$3.47M 56,834 +2,497 +5%
MML Investors Services
29
MML Investors Services
Massachusetts
$3.43M 56,207 -1,509 -3%
Two Sigma Investments
30
Two Sigma Investments
New York
$3.03M 49,600 +49,600 New
HighTower Advisors
31
HighTower Advisors
Illinois
$2.74M 44,816 -14,459 -24%
LOIM
32
Liberty One Investment Management
Illinois
$2.55M 41,739 -204 -0.5%
Mariner
33
Mariner
Kansas
$2.49M 40,774 -3,164 -7%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$2.22M 36,513 +26,285 +257%
AC
35
Avestar Capital
New York
$2.08M 34,015 -3,294 -9%
Goldman Sachs
36
Goldman Sachs
New York
$2M 32,697 -578 -2%
PCIA
37
Prime Capital Investment Advisors
Kansas
$1.98M 32,471 -1,169 -3%
HI
38
Harbour Investments
Wisconsin
$1.94M 31,715 -429 -1%
JWWM
39
Johnson & White Wealth Management
Pennsylvania
$1.91M 31,311 +102 +0.3%
CAL
40
Capital Analysts LLC
Pennsylvania
$1.8M 29,520 -1,241 -4%
LWM
41
Laidlaw Wealth Management
New York
$1.6M 26,291 +3,297 +14%
AAS
42
Ameritas Advisory Services
Nebraska
$1.5M 24,564 -2,362 -9%
FNBT
43
FineMark National Bank & Trust
Florida
$1.47M 24,040 -2,378 -9%
PSF
44
Pacific Sun Financial
California
$1.36M 22,325 -1,360 -6%
JWA
45
JFS Wealth Advisors
Pennsylvania
$1.28M 20,997 -8,827 -30%
CCFM
46
Clear Creek Financial Management
Washington
$1.24M 20,345 -483 -2%
WA
47
Waverly Advisors
Alabama
$1.19M 19,560 -2,542 -12%
UCFA
48
United Capital Financial Advisors
Texas
$1.1M 17,943 +15 +0.1%
MI
49
Moneywise Inc
Virginia
$1.09M 17,815 -1,106 -6%
PAG
50
Private Advisor Group
New Jersey
$1.06M 17,434 -2,698 -13%
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