XMLV icon

Invesco S&P MidCap Low Volatility ETF

120 hedge funds and large institutions have $802M invested in Invesco S&P MidCap Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
2.75%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
17
Increased
58
Reduced
26
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
51
IFP Advisors
Florida
$761K +$203K +4,187 +36%
PWM
52
Paulson Wealth Management
Illinois
$757K -$59.8K -1,290 -7%
APA
53
American Portfolios Advisors
New York
$741K +$598K +12,314 +418%
FA
54
FDx Advisors
Illinois
$725K -$247K -5,093 -25%
CFA
55
Carroll Financial Associates
North Carolina
$689K +$2.14K +44 +0.3%
JCM
56
Jacobi Capital Management
Pennsylvania
$647K -$10.9K -224 -2%
VIA
57
Vantage Investment Advisors
Pennsylvania
$637K -$20.2K -417 -3%
Mariner
58
Mariner
Kansas
$637K -$20.2K -417 -3%
FAAS
59
First Allied Advisory Services
California
$558K +$10K +207 +2%
CCP
60
Cardan Capital Partners
Colorado
$556K +$26.4K +544 +5%
SPC
61
Sigma Planning Corp
Michigan
$543K +$104K +2,135 +24%
PA
62
PFG Advisors
Arizona
$520K +$8.44K +182 +2%
DADC
63
D.A. Davidson & Co
Montana
$513K +$33.7K +694 +7%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$495K +$495K +10,193 New
RJT
65
Raymond James Trust
Florida
$485K
AF
66
Advisornet Financial
Minnesota
$453K -$127K -2,609 -22%
BTS
67
BB&T Securities
Virginia
$452K +$18.4K +379 +4%
HighTower Advisors
68
HighTower Advisors
Illinois
$449K -$11.8K -242 -3%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$449K +$319K +6,569 +245%
SSWM
70
Sheets Smith Wealth Management
North Carolina
$441K +$132K +2,724 +43%
WEC
71
Winslow Evans & Crocker
Massachusetts
$428K
Citigroup
72
Citigroup
New York
$421K +$92.7K +1,907 +28%
RI
73
Ridgewood Investments
New Jersey
$389K +$49 +1 +0%
AW
74
ACG Wealth
Georgia
$361K +$361K +7,445 New
DBRC
75
D.B. Root & Company
Pennsylvania
$357K +$5.19K +107 +1%