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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

219 hedge funds and large institutions have $845M invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 48 increasing their positions, 95 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+21
Holders Change %
+10.61%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
49
Increased
48
Reduced
95
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$21.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.03M
3
FTUS
3
Flow Traders U.S.
New York
$3.04M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$42.1M
5
CWM
5
Cornerstone Wealth Management
Missouri
$4.54M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$50.3M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$34.7M
3
Ameriprise
3
Ameriprise
Minnesota
$84.3M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$25.2M
5
CA
5
Cetera Advisors
Colorado
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Calton & Associates
Florida
$2.26M +$131K +2,726 +6%
TRCT
52
Tower Research Capital (TRC)
New York
$2.25M +$599K +12,449 +36%
FLI
53
Family Legacy Inc
South Carolina
$2.17M -$8.71K -181 -0.4%
TA
54
TrueWealth Advisors
Alabama
$2.09M +$2.09M +42,701 New
PWM
55
Provident Wealth Management
Tennessee
$2.05M -$914 -19 -0%
MI
56
Moneywise Inc
Virginia
$1.99M -$1.42M -29,586 -42%
UCFA
57
United Capital Financial Advisors
Texas
$1.96M -$102K -2,116 -5%
Citigroup
58
Citigroup
New York
$1.95M -$92.7K -1,926 -5%
CIAS
59
CFS Investment Advisory Services
New Jersey
$1.92M +$1.92M +39,825 New
KAS
60
Kestra Advisory Services
Texas
$1.9M +$678K +14,161 +56%
CCP
61
Cardan Capital Partners
Colorado
$1.88M -$3.97M -82,593 -68%
IWM
62
IHT Wealth Management
Illinois
$1.8M -$1.3M -26,981 -42%
AWM
63
AE Wealth Management
Kansas
$1.76M +$771K +16,034 +78%
1WM
64
1900 Wealth Management
Texas
$1.75M +$1.75M +36,408 New
ISG
65
Investment Security Group
Colorado
$1.7M +$121K +2,505 +8%
FHC
66
First Heartland Consultants
Missouri
$1.6M -$137K -2,857 -8%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$1.56M +$430K +8,938 +38%
IA
68
IFG Advisory
Georgia
$1.45M +$106K +2,207 +8%
WWM
69
WT Wealth Management
Arizona
$1.42M +$665K +13,828 +89%
SPC
70
Sigma Planning Corp
Michigan
$1.41M -$106K -2,194 -7%
SS
71
Simplicity Solutions
Minnesota
$1.37M +$776K +16,132 +131%
LWM
72
Laidlaw Wealth Management
New York
$1.3M +$547K +11,377 +73%
CA
73
Cetera Advisors
Colorado
$1.29M -$11.7M -243,040 -90%
TLFA
74
True Link Financial Advisors
California
$1.27M +$1.27M +26,418 New
DWMG
75
DB Wealth Management Group
California
$1.16M +$1.16M +24,160 New
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