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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

206 hedge funds and large institutions have $1.62B invested in Invesco S&P MidCap Low Volatility ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 111 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+16
Holders Change %
+8.42%
% of All Funds
4.52%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
39
Increased
111
Reduced
37
Closed
23
Calls
–
Puts
$1.43M
Net Calls
-$1.43M
Net Calls Change
+$3K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$182M
2
Wells Fargo
2
Wells Fargo
California
$110M
3
LPL Financial
3
LPL Financial
California
$99.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$70.3M
5
TC
5
Trilogy Capital
California
$19.4M

Top Sellers

1
PI
1
PFS Investments
Georgia
$14.4M
2
HNB
2
Huntington National Bank
Ohio
$5.6M
3
CI
3
CX Institutional
Indiana
$13M
4
CCP
4
Cardan Capital Partners
Colorado
$0
5
RCS
5
Retirement Capital Strategies
California
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
51
Capital Analysts LLC
Pennsylvania
$5.25M +$319K +6,062 +6%
FNBT
52
FineMark National Bank & Trust
Florida
$5.21M +$1.15M +21,862 +28%
LSPW
53
Lake Street Private Wealth
Illinois
$5.1M +$767K +14,574 +18%
BI
54
Ballast Inc
Kentucky
$4.68M +$67.8K +1,289 +1%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$4.6M +$4.6M +87,563 New
AWM
56
Affinity Wealth Management
Delaware
$4.27M +$584K +11,095 +16%
CWM
57
Cornerstone Wealth Management
Missouri
$4.26M +$964K +18,321 +29%
Axa
58
Axa
France
$3.97M +$160K +3,050 +4%
SCA
59
Snowden Capital Advisors
New York
$3.96M +$248K +4,718 +7%
LNC
60
Lincoln National Corp
Pennsylvania
$3.84M +$19.9K +378 +0.5%
MWA
61
Meridian Wealth Advisors
Texas
$3.67M +$1.29M +24,524 +54%
FAAS
62
First Allied Advisory Services
California
$3.59M +$207K +3,933 +6%
F
63
F3Logic
Minnesota
$3.19M +$17K +324 +0.5%
PAS
64
Partnervest Advisory Services
California
$2.97M +$400K +7,595 +16%
CS
65
Comerica Securities
Michigan
$2.79M -$2.21M -41,974 -44%
CIBC World Market
66
CIBC World Market
Ontario, Canada
$2.75M -$49.1K -934 -2%
Victory Capital Management
67
Victory Capital Management
Texas
$2.63M +$2.63M +50,000 New
CA
68
Calton & Associates
Florida
$2.6M +$2M +38,035 +336%
BTS
69
BB&T Securities
Virginia
$2.56M +$620K +11,797 +32%
AWM
70
AE Wealth Management
Kansas
$2.55M +$2.12M +40,206 +487%
MA
71
Mutual Advisors
Nebraska
$2.55M +$366K +6,949 +17%
AWA
72
Acorn Wealth Advisors
Michigan
$2.53M +$1.05M +19,803 +70%
UCFA
73
United Capital Financial Advisors
Texas
$2.5M -$51.9K -987 -2%
Citigroup
74
Citigroup
New York
$2.32M +$916K +17,407 +65%
PFG
75
Pacific Financial Group
Washington
$2.31M +$569K +11,102 +33%
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