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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

75 hedge funds and large institutions have $365M invested in Invesco S&P MidCap Low Volatility ETF in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+8
Holders Change %
+11.94%
% of All Funds
1.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
16
Increased
28
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$17.1M
2
Wells Fargo
2
Wells Fargo
California
$33.4M
3
NPC
3
National Planning Corporation
California
$4.39M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.57M
5
FAAS
5
First Allied Advisory Services
California
$2.48M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$26.6M
2
WDL
2
Well Done LLC
Michigan
$4.55M
3
AG
3
Advisor Group
Arizona
$2.42M
4
HNB
4
Huntington National Bank
Ohio
$6.73M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$5.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
51
Vicus Capital
Pennsylvania
$283K +$18K +442 +7%
AW
52
ACG Wealth
Georgia
$232K +$163 +4 +0.1%
WEC
53
Winslow Evans & Crocker
Massachusetts
$230K – – –
MSAM
54
Moloney Securities Asset Management
Missouri
$227K +$227K +5,595 New
WP
55
WealthSource Partners
California
$227K +$227K +5,600 New
DAS
56
Dynamic Advisor Solutions
Arizona
$225K -$104K -2,568 -32%
VKH
57
Virtu KCG Holdings
New York
$224K +$224K +5,524 New
DADC
58
D.A. Davidson & Co
Montana
$163K -$73.4K -1,813 -31%
FANJ
59
Financial Architects (New Jersey)
New Jersey
$142K – – –
WA
60
WFG Advisors
Texas
$138K +$30.2K +744 +28%
IA
61
IFP Advisors
Florida
$125K +$98.9K +2,434 +379%
CPIG
62
Chicago Partners Investment Group
Illinois
$122K – – –
Citigroup
63
Citigroup
New York
$110K -$19.1K -471 -15%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$89K +$89K +2,195 New
GBBWRPM
65
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$69K – – –
NFG
66
Next Financial Group
Texas
$66K +$47.6K +1,180 +259%
FTUS
67
Flow Traders U.S.
New York
$65K -$143K -3,529 -69%
BA
68
BCM Advisors
Louisiana
$62K +$62K +1,530 New
SPL
69
Smart Portfolios LLC
Washington
$60K – – –
Creative Planning
70
Creative Planning
Kansas
$60K +$19.4K +479 +48%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$48K – – –
BFEC
72
Benjamin F. Edwards & Company
Missouri
$44K +$44K +1,089 New
CAL
73
Capital Advisors Ltd
Ohio
$11K – – –
CCM
74
Cribstone Capital Management
Maine
$11K – – –
AIP
75
Ameritas Investment Partners
Nebraska
$4K +$4K +102 New
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3
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