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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

229 hedge funds and large institutions have $1.25B invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-26
Holders Change %
-10.2%
% of All Funds
5.06%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.33%
New
39
Increased
84
Reduced
83
Closed
59
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$175M
2
JWM
2
Janiczek Wealth Management
Colorado
$15.4M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$9.2M
4
VCM
4
Verde Capital Management
Michigan
$21.5M
5
FEG
5
Financial Enhancement Group
Indiana
$11.9M

Top Sellers

1
PFG
1
Pacific Financial Group
Washington
$1.96M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$59M
3
BA
3
BCM Advisors
Louisiana
$0
4
Wells Fargo
4
Wells Fargo
California
$65M
5
TC
5
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
1W
51
1776 Wealth
Georgia
$3.52M +$1.61M +33,948 +84%
LWAC
52
Laurel Wealth Advisors (California)
California
$3.11M +$1.7M +42,626 +120%
TRCT
53
Tower Research Capital (TRC)
New York
$3.04M +$2.3M +57,847 +312%
Truist Financial
54
Truist Financial
North Carolina
$2.99M +$219K +5,490 +8%
IMOV
55
Investment Management of Virginia
Virginia
$2.98M +$2.98M +74,750 New
MWA
56
Meridian Wealth Advisors
Texas
$2.95M +$156K +3,909 +6%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$2.95M +$160K +4,006 +6%
SPC
58
Sigma Planning Corp
Michigan
$2.94M -$7.27M -182,568 -71%
SHJ
59
Sharkey, Howes & Javer
Colorado
$2.84M -$7.18M -180,237 -72%
LNC
60
Lincoln National Corp
Pennsylvania
$2.78M -$109K -2,736 -4%
1832 Asset Management
61
1832 Asset Management
Ontario, Canada
$2.54M +$2.54M +88,660 New
SA
62
Stewardship Advisors
Pennsylvania
$2.51M +$2.51M +63,040 New
F
63
F3Logic
Minnesota
$2.38M -$21.9K -551 -0.9%
RICHC
64
Renaissance Investment Consultants Holding Company
Pennsylvania
$2.33M -$718K -18,027 -24%
IWM
65
IHT Wealth Management
Illinois
$2.31M +$385K +9,670 +20%
PAS
66
Partnervest Advisory Services
California
$2.19M +$102K +2,568 +5%
FAIM
67
Financial Advocates Investment Management
Washington
$2.15M +$419K +10,519 +24%
Citigroup
68
Citigroup
New York
$2.08M +$129K +3,227 +7%
MFG
69
Merit Financial Group
Georgia
$2.06M +$2.06M +51,598 New
PPWM
70
PFG Private Wealth Management
Florida
$2.03M +$165K +4,145 +9%
NA
71
NewEdge Advisors
Louisiana
$2.02M +$303K +7,619 +18%
OPS
72
Orion Portfolio Solutions
Nebraska
$2M -$232K -5,816 -10%
UCFA
73
United Capital Financial Advisors
Texas
$1.98M -$21K -528 -1%
PFG
74
Pacific Financial Group
Washington
$1.96M -$35.8M -899,892 -95%
VWA
75
Visionary Wealth Advisors
Illinois
$1.94M +$76.4K +1,918 +4%
1 2
3
4 5