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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

200 hedge funds and large institutions have $610M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 94 reducing their positions, and 25 closing their positions.

Holders
200
Holders Change
-7
Holders Change %
-3.38%
% of All Funds
3.17%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
21
Increased
51
Reduced
94
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$24.8M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$13.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.6M
4
IA
4
IFP Advisors
Florida
$3.22M
5
KPWS
5
Kestra Private Wealth Services
Texas
$8.94M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$9.99M
2
Bank of America
2
Bank of America
North Carolina
$16.3M
3
HGWM
3
Harvest Group Wealth Management
Massachusetts
$1.08M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.3M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$5.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$1.7M 30,447 +27,571 +959%
AWS
52
Atria Wealth Solutions
New York
$1.63M 29,219 +29,219 New
PSF
53
Pacific Sun Financial
California
$1.63M 29,160 -545 -2%
AAS
54
Ameritas Advisory Services
Nebraska
$1.58M 28,220 -1,516 -5%
MI
55
Moneywise Inc
Virginia
$1.46M 26,174 -4,477 -15%
UCFA
56
United Capital Financial Advisors
Texas
$1.45M 26,015 -11,201 -30%
WWM
57
WT Wealth Management
Arizona
$1.43M 25,682 -3,334 -11%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$1.4M 25,139 +23,676 +1,618%
TLFA
59
True Link Financial Advisors
California
$1.2M 21,418 – –
Mariner
60
Mariner
Kansas
$1.16M 20,848 +1,195 +6%
1WM
61
1900 Wealth Management
Texas
$1.1M 19,751 -629 -3%
IA
62
IFG Advisory
Georgia
$1.08M 19,333 -24,625 -56%
HGWM
63
Harvest Group Wealth Management
Massachusetts
$1.08M 19,272 -117,973 -86%
NA
64
NewEdge Advisors
Louisiana
$1.05M 18,890 -154 -0.8%
HIS
65
Harvest Investment Services
Illinois
$1.04M 18,716 -255 -1%
Citadel Advisors
66
Citadel Advisors
Florida
$944K 16,911 +16,911 New
SWM
67
Sculati Wealth Management
Michigan
$943K 16,895 +1,583 +10%
HGERS
68
Householder Group Estate & Retirement Specialist
Arizona
$934K 16,743 -221 -1%
WA
69
Win Advisors
Florida
$832K 14,916 -393 -3%
AA
70
ACT Advisors
North Carolina
$817K 14,646 -170 -1%
BAM
71
Belpointe Asset Management
Nevada
$811K 14,522 -37 -0.3%
PMG
72
ProVise Management Group
Florida
$783K 14,024 +3,846 +38%
PBF
73
Petix & Botte Financial
California
$754K 13,512 +6,757 +100%
CA
74
Cetera Advisors
Colorado
$742K 13,295 -26 -0.2%
SSWM
75
Sheets Smith Wealth Management
North Carolina
$729K 13,070 -5 -0%
1 2
3
4 5