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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

207 hedge funds and large institutions have $651M invested in Invesco S&P MidCap Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 56 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+21
Holders Change %
+11.29%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
50
Increased
56
Reduced
75
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWAG
Polaris Wealth Advisory Group
California
$4.37M
2
BCM
BlueCrest Capital Management
Jersey
$3.61M
3
CA
Calton & Associates
Florida
$2.88M
4
KPWS
Kestra Private Wealth Services
Texas
$7.38M
5
GIA
Gladstone Institutional Advisory
Florida
$1.69M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$30.5M
2
HNB
Huntington National Bank
Ohio
$10.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$7.01M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
RJA
Raymond James & Associates
Florida
$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
51
United Capital Financial Advisors
Texas
$2.18M -$465K -7,955 -18%
HI
52
Harbour Investments
Wisconsin
$2.03M -$798K -13,641 -28%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$2.01M -$968K -16,555 -32%
FLI
54
Family Legacy Inc
South Carolina
$1.97M -$2.24K -39 -0.1%
SPC
55
Sigma Planning Corp
Michigan
$1.89M -$175 -3 -0%
TA
56
TrueWealth Advisors
Alabama
$1.88M +$27.9K +478 +2%
MI
57
Moneywise Inc
Virginia
$1.79M -$136K -2,319 -7%
AAS
58
Ameritas Advisory Services
Nebraska
$1.74M +$1.74M +29,736 New
PSF
59
Pacific Sun Financial
California
$1.74M -$62K -1,060 -3%
GSC
60
G&S Capital
Colorado
$1.71M -$73.8K -1,263 -4%
WWM
61
WT Wealth Management
Arizona
$1.7M -$47.9K -819 -3%
GIA
62
Gladstone Institutional Advisory
Florida
$1.69M +$1.69M +28,877 New
FAIM
63
Financial Advocates Investment Management
Washington
$1.65M -$511K -8,746 -24%
CFA
64
Carroll Financial Associates
North Carolina
$1.55M +$57.9K +1,002 +4%
FTUS
65
Flow Traders U.S.
New York
$1.43M +$407K +6,964 +40%
GWM
66
Geneos Wealth Management
Colorado
$1.32M +$1.19M +20,406 +922%
CIAS
67
CFS Investment Advisory Services
New Jersey
$1.28M -$717K -13,074 -36%
TLFA
68
True Link Financial Advisors
California
$1.25M – – –
FWA
69
FSC Wealth Advisors
New York
$1.21M +$1.21M +20,713 New
1WM
70
1900 Wealth Management
Texas
$1.19M -$138K -2,361 -10%
Mariner
71
Mariner
Kansas
$1.15M +$415K +7,103 +57%
CIBC World Market
72
CIBC World Market
Ontario, Canada
$1.15M +$1.15M +19,611 New
NA
73
NewEdge Advisors
Louisiana
$1.11M +$145K +2,475 +15%
HIS
74
Harvest Investment Services
Illinois
$1.11M -$57.8K -988 -5%
HGERS
75
Householder Group Estate & Retirement Specialist
Arizona
$992K +$992K +16,964 New
1 2
3
4 5