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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

198 hedge funds and large institutions have $841M invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 90 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-4
Holders Change %
-1.98%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
22
Increased
60
Reduced
90
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWA
1
JFS Wealth Advisors
Pennsylvania
$10.8M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$10.2M
3
SWAG
3
Spectrum Wealth Advisory Group
California
$16.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$17.6M
5
AAS
5
Avantax Advisory Services
Texas
$4.07M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.58M
2
Ameriprise
2
Ameriprise
Minnesota
$84.2M
3
Wells Fargo
3
Wells Fargo
California
$27.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$15.5M
5
LPL Financial
5
LPL Financial
California
$61.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
51
Invesco
Georgia
$2.58M -$43.7M -1,048,759 -94%
CAN
52
Cetera Advisor Networks
California
$2.45M +$179K +4,286 +8%
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$2.43M +$2.43M +58,207 New
Goldman Sachs
54
Goldman Sachs
New York
$2.38M – – –
PWAG
55
Polaris Wealth Advisory Group
California
$2.22M +$2.22M +51,741 New
VWA
56
Visionary Wealth Advisors
Illinois
$2.12M +$32.4K +778 +2%
1832 Asset Management
57
1832 Asset Management
Ontario, Canada
$2.12M +$2.12M +67,910 New
PAS
58
Partnervest Advisory Services
California
$2.09M -$230K -5,526 -10%
FEG
59
Financial Enhancement Group
Indiana
$2.08M -$120K -2,883 -5%
LOIM
60
Liberty One Investment Management
Illinois
$2.07M +$94.6K +2,271 +5%
FLI
61
Family Legacy Inc
South Carolina
$1.88M +$167K +4,018 +10%
CA
62
Calton & Associates
Florida
$1.84M -$14.7K -354 -0.8%
UCFA
63
United Capital Financial Advisors
Texas
$1.78M -$41.3K -991 -2%
Citigroup
64
Citigroup
New York
$1.77M -$222K -5,321 -11%
PWM
65
Provident Wealth Management
Tennessee
$1.77M -$60.6K -1,455 -3%
FHC
66
First Heartland Consultants
Missouri
$1.5M +$98.9K +2,374 +7%
HF
67
HRT Financial
New York
$1.45M -$338K -8,107 -19%
TRCT
68
Tower Research Capital (TRC)
New York
$1.43M +$302K +7,240 +27%
PSF
69
Pacific Sun Financial
California
$1.43M -$29.7K -712 -2%
ISG
70
Investment Security Group
Colorado
$1.38M +$43.1K +1,022 +3%
SPC
71
Sigma Planning Corp
Michigan
$1.31M -$429K -10,285 -25%
HIS
72
Harvest Investment Services
Illinois
$1.2M -$104K -2,496 -8%
PA
73
PFG Advisors
Arizona
$1.18M -$44.9K -1,040 -4%
BWA
74
Beam Wealth Advisors
Louisiana
$1.17M -$83 -2 -0%
Jane Street
75
Jane Street
New York
$1.16M +$1.16M +27,936 New
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