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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

189 hedge funds and large institutions have $566M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 86 reducing their positions, and 27 closing their positions.

Holders
189
Holders Change
-11
Holders Change %
-5.5%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
16
Increased
49
Reduced
86
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFS Investments
Georgia
$52.4M
2
CPA
2
Capital Planning Advisors
California
$22.7M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$19.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.7M
5
PWAG
5
Polaris Wealth Advisory Group
California
$3.13M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.09M
2
BCM
2
Brookstone Capital Management
Illinois
$0
3
AIP
3
Almanack Investment Partners
Pennsylvania
$0
4
UBS Group
4
UBS Group
Switzerland
$29.3M
5
HNB
5
Huntington National Bank
Ohio
$9.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSC
51
G&S Capital
Colorado
$1.63M -$44.4K -864 -3%
TA
52
TrueWealth Advisors
Alabama
$1.62M -$27.5K -535 -2%
SWAG
53
Spectrum Wealth Advisory Group
California
$1.57M -$179K -3,492 -10%
AAS
54
Ameritas Advisory Services
Nebraska
$1.48M +$33.4K +649 +2%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$1.45M -$113K -2,203 -7%
PSF
56
Pacific Sun Financial
California
$1.43M -$68.1K -1,325 -5%
UCFA
57
United Capital Financial Advisors
Texas
$1.34M +$6.73K +131 +0.5%
WWM
58
WT Wealth Management
Arizona
$1.34M +$17.8K +346 +1%
FAIM
59
Financial Advocates Investment Management
Washington
$1.26M -$472K -9,186 -27%
MI
60
Moneywise Inc
Virginia
$1.13M -$211K -4,102 -16%
SWM
61
Spire Wealth Management
Virginia
$1.11M +$770K +14,993 +229%
TLFA
62
True Link Financial Advisors
California
$1.1M – – –
PMG
63
ProVise Management Group
Florida
$1.09M +$373K +7,268 +52%
CIAS
64
CFS Investment Advisory Services
New Jersey
$1.09M -$59.4M -1,155,864 -98%
AWS
65
Atria Wealth Solutions
New York
$1.05M -$453K -8,817 -30%
1WM
66
1900 Wealth Management
Texas
$1.01M -$3.5K -68 -0.3%
WIA
67
World Investment Advisors
California
$991K +$661K +12,232 +200%
Mariner
68
Mariner
Kansas
$990K -$81.1K -1,578 -8%
NA
69
NewEdge Advisors
Louisiana
$974K +$3.03K +59 +0.3%
HIS
70
Harvest Investment Services
Illinois
$949K -$12.2K -238 -1%
Jane Street
71
Jane Street
New York
$943K +$289K +5,622 +44%
SWM
72
Sculati Wealth Management
Michigan
$914K +$45.9K +894 +5%
HGWM
73
Harvest Group Wealth Management
Massachusetts
$794K -$251K -4,629 -24%
HGERS
74
Householder Group Estate & Retirement Specialist
Arizona
$771K -$89.5K -1,741 -10%
AA
75
ACT Advisors
North Carolina
$756K +$2.83K +55 +0.4%
1 2
3
4 5