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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

255 hedge funds and large institutions have $2.02B invested in Invesco S&P MidCap Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 115 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+49
Holders Change %
+23.79%
% of All Funds
5.04%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.47%
New
70
Increased
115
Reduced
46
Closed
17
Calls
–
Puts
$1.44M
Net Calls
-$1.44M
Net Calls Change
-$10K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$126M
2
PFG
2
Pacific Financial Group
Washington
$51.1M
3
Ameriprise
3
Ameriprise
Minnesota
$209M
4
BA
4
BCM Advisors
Louisiana
$30.2M
5
Wells Fargo
5
Wells Fargo
California
$127M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$21.4M
2
FHC
2
First Heartland Consultants
Missouri
$14.2M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$0
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$368K
5
HNB
5
Huntington National Bank
Ohio
$5.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Advisornet Financial
Minnesota
$6.57M +$699K +12,983 +12%
GSC
52
G&S Capital
Colorado
$6.46M -$185K -3,437 -3%
Jane Street
53
Jane Street
New York
$6.42M +$6.42M +119,260 New
FNBT
54
FineMark National Bank & Trust
Florida
$6.35M +$1.02M +19,012 +19%
SMC
55
Smith, Moore & Co
Missouri
$6.01M +$6.62K +123 +0.1%
SS
56
Simplicity Solutions
Minnesota
$5.98M +$5.72M +106,377 +2,262%
MFS
57
Madrona Financial Services
Washington
$5.85M +$30.2K +561 +0.5%
HNB
58
Huntington National Bank
Ohio
$5.73M -$5.6M – –
CCP
59
Cardan Capital Partners
Colorado
$5.64M +$5.64M +104,873 New
CAL
60
Capital Analysts LLC
Pennsylvania
$5.51M +$144K +2,680 +3%
LSPW
61
Lake Street Private Wealth
Illinois
$5.47M +$261K +4,846 +5%
PS
62
Portfolio Solutions
Michigan
$5.43M +$5.43M +100,947 New
CWM
63
Cornerstone Wealth Management
Missouri
$5.3M +$939K +17,444 +22%
AWM
64
Affinity Wealth Management
Delaware
$5.29M +$925K +17,187 +21%
BI
65
Ballast Inc
Kentucky
$5.13M +$348K +6,469 +7%
SCA
66
Snowden Capital Advisors
New York
$4.95M +$905K +16,822 +22%
RICHC
67
Renaissance Investment Consultants Holding Company
Pennsylvania
$4.11M +$4.11M +76,578 New
FFC
68
Fure Financial Corporation
Minnesota
$4.04M +$4.04M +75,143 New
FAAS
69
First Allied Advisory Services
California
$4.03M +$365K +6,786 +10%
LNC
70
Lincoln National Corp
Pennsylvania
$3.91M -$18.4K -341 -0.5%
MWA
71
Meridian Wealth Advisors
Texas
$3.78M +$22.2K +412 +0.6%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$3.77M +$3.77M +70,029 New
Truist Financial
73
Truist Financial
North Carolina
$3.75M +$3.75M +69,688 New
HIS
74
Harvest Investment Services
Illinois
$3.65M +$2.31M +42,951 +173%
F
75
F3Logic
Minnesota
$3.24M -$18.7K -348 -0.6%
1 2
3
4 5