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Invesco S&P MidCap Low Volatility ETF

86 hedge funds and large institutions have $456M invested in Invesco S&P MidCap Low Volatility ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

21% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 29

12% more capital invested

Capital invested by funds: $408M → $456M (+$47.6M)

2% more funds holding

Funds holding: 8486 (+2)

0.88% more ownership

Funds ownership: 41.79%42.68% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
2.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
35
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
SII Investments
Wisconsin
$533K +$531K +12,375 New
CWM
52
Cornerstone Wealth Management
Missouri
$497K -$19.2K -448 -4%
JCM
53
Jacobi Capital Management
Pennsylvania
$472K +$470K +10,955 New
WEC
54
Winslow Evans & Crocker
Massachusetts
$455K +$177K +4,127 +65%
VC
55
Vicus Capital
Pennsylvania
$447K -$48.5K -1,130 -10%
CCP
56
Cardan Capital Partners
Colorado
$446K -$431K -10,041 -49%
VF
57
Virtu Financial
New York
$437K -$417K -9,709 -49%
SPC
58
Sigma Planning Corp
Michigan
$433K -$2.49K -58 -0.6%
CIBC World Market
59
CIBC World Market
Ontario, Canada
$408K -$12.7K -296 -3%
CFA
60
Carroll Financial Associates
North Carolina
$372K +$11K +256 +3%
RI
61
Ridgewood Investments
New Jersey
$353K -$3.78K -88 -1%
AW
62
ACG Wealth
Georgia
$334K
FHC
63
First Heartland Consultants
Missouri
$305K -$2.15K -50 -0.7%
MSAM
64
Moloney Securities Asset Management
Missouri
$244K -$56.1K -1,307 -19%
MHS
65
M Holdings Securities
Oregon
$227K
DAS
66
Dynamic Advisor Solutions
Arizona
$222K
US Bancorp
67
US Bancorp
Minnesota
$218K +$199K +4,636 +1,153%
CFA
68
Cahill Financial Advisors
Minnesota
$204K +$202K +4,700 New
BFEC
69
Benjamin F. Edwards & Company
Missouri
$201K -$1.67K -39 -0.8%
Citigroup
70
Citigroup
New York
$193K +$83K +1,935 +76%
WA
71
WFG Advisors
Texas
$166K +$50.9K +1,186 +45%
FANJ
72
Financial Architects (New Jersey)
New Jersey
$155K +$4.03K +94 +3%
IA
73
IFP Advisors
Florida
$142K -$24.9K -581 -15%
NA
74
NewEdge Advisors
Louisiana
$124K +$124K +2,886 New
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$123K +$122K +2,839 New