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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

67 hedge funds and large institutions have $350M invested in Invesco S&P MidCap Low Volatility ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+13
Holders Change %
+24.07%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
30
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$49.1M
2
AG
2
Advisor Group
Arizona
$9.45M
3
Wells Fargo
3
Wells Fargo
California
$26.8M
4
LPL Financial
4
LPL Financial
California
$23.7M
5
MFS
5
MSI Financial Services
Massachusetts
$16.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.2M
2
HNB
2
Huntington National Bank
Ohio
$5.22M
3
Invesco
3
Invesco
Georgia
$47.6M
4
EC
4
Estate Counselors
Wisconsin
$3.53M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
51
Flow Traders U.S.
New York
$200K +$200K +5,136 New
FANJ
52
Financial Architects (New Jersey)
New Jersey
$136K +$136K +3,503 New
Citigroup
53
Citigroup
New York
$123K +$108K +2,802 +745%
CPIG
54
Chicago Partners Investment Group
Illinois
$117K +$117K +3,000 New
WA
55
WFG Advisors
Texas
$103K +$25K +645 +32%
GBBWRPM
56
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$65K +$65K +1,690 New
SPL
57
Smart Portfolios LLC
Washington
$58K +$58K +1,482 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$47K – – –
WP
59
WealthPLAN Partners
Nebraska
$42.5K +$42.5K +1,112 New
Creative Planning
60
Creative Planning
Kansas
$39K -$23.4K -600 -38%
IA
61
IFP Advisors
Florida
$25K +$15.6K +400 +165%
NFG
62
Next Financial Group
Texas
$18K +$18K +455 New
CAL
63
Capital Advisors Ltd
Ohio
$10K +$10K +259 New
CCM
64
Cribstone Capital Management
Maine
$10K +$10K +260 New
Mariner
65
Mariner
Kansas
$7K +$7K +172 New
KLI
66
Kelman-Lazarov Inc
Tennessee
$1.15K – – –
WDL
67
Well Done LLC
Michigan
$299 -$25 -31,077 -8%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
– -$1.66M -42,498 Closed
FFA
69
Fragasso Financial Advisors
Pennsylvania
– -$1.22M -31,152 Closed
SG Americas Securities
70
SG Americas Securities
New York
– -$1.07M -27,287 Closed
BIM
71
BlackRock Investment Management
Delaware
– -$45K -1,143 Closed
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