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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

201 hedge funds and large institutions have $408M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 13 closing their positions.

Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
32
Increased
61
Reduced
63
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$8.65M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.4M
3
IAA
3
Independent Advisor Alliance
North Carolina
$1.3M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$3.51M
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$1.21M

Top Sellers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$0
2
RWP
2
RWA Wealth Partners
Massachusetts
$0
3
KAS
3
Kestra Advisory Services
Texas
$582K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$858K
5
Stifel Financial
5
Stifel Financial
Missouri
$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$3.36M -$59K -970 -2%
LOIM
27
Liberty One Investment Management
Illinois
$2.56M +$24.9K +409 +1%
HighTower Advisors
28
HighTower Advisors
Illinois
$2.55M -$175K -2,882 -6%
Mariner
29
Mariner
Kansas
$2.47M -$10.8K -178 -0.4%
Goldman Sachs
30
Goldman Sachs
New York
$2.29M +$297K +4,882 +15%
Stifel Financial
31
Stifel Financial
Missouri
$2.25M -$1.85M -30,459 -45%
PCIA
32
Prime Capital Investment Advisors
Kansas
$2.02M +$48.5K +798 +2%
HI
33
Harbour Investments
Wisconsin
$1.96M +$29.1K +479 +2%
JWWM
34
Johnson & White Wealth Management
Pennsylvania
$1.94M +$46.2K +763 +2%
CAL
35
Capital Analysts LLC
Pennsylvania
$1.76M -$39.9K -656 -2%
FNBT
36
FineMark National Bank & Trust
Florida
$1.39M -$76.3K -1,254 -5%
LI
37
LMCG Investments
Massachusetts
$1.38M +$488K +8,027 +55%
PSF
38
Pacific Sun Financial
California
$1.35M -$8.82K -145 -0.6%
GSWM
39
Golden State Wealth Management
California
$1.33M +$1.33M +21,801 New
CCFM
40
Clear Creek Financial Management
Washington
$1.32M +$84.4K +1,388 +7%
IAA
41
Independent Advisor Alliance
North Carolina
$1.3M +$1.3M +21,443 New
OMC
42
Old Mission Capital
Illinois
$1.29M +$494K +8,123 +62%
JWA
43
JFS Wealth Advisors
Pennsylvania
$1.27M -$6.51K -107 -0.5%
LWM
44
Laidlaw Wealth Management
New York
$1.26M -$336K -5,525 -21%
USCWA
45
U.S. Capital Wealth Advisors
Texas
$1.21M +$1.21M +19,880 New
UCFA
46
United Capital Financial Advisors
Texas
$1.11M +$23.1K +379 +2%
Citigroup
47
Citigroup
New York
$1.08M +$553K +9,100 +106%
SCA
48
Snowden Capital Advisors
New York
$1.05M +$2.74K +45 +0.3%
CW
49
CreativeOne Wealth
Kansas
$1.01M -$33.5K -551 -3%
IW
50
IronOak Wealth
Texas
$998K +$998K +16,411 New
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