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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 $603M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+15
Holders Change %
+8.2%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
34
Increased
60
Reduced
74
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$29.5M
2
Mariner
2
Mariner
Kansas
$4.33M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.85M
4
Bank of America
4
Bank of America
North Carolina
$16.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.6M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$10.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$40M
3
LPL Financial
3
LPL Financial
California
$40M
4
CPA
4
Capital Planning Advisors
California
$22.5M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Ameritas Advisory Services
Nebraska
$1.61M +$58.8K +1,100 +4%
FFWM
52
Future Financial Wealth Management
Ohio
$1.5M +$8.4K +157 +0.6%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$1.41M -$371K -6,925 -21%
PSF
54
Pacific Sun Financial
California
$1.41M -$45.5K -850 -3%
PMG
55
ProVise Management Group
Florida
$1.39M +$119K +2,216 +9%
WWM
56
WT Wealth Management
Arizona
$1.32M -$6.04K -113 -0.5%
AWM
57
Aspire Wealth Management
Massachusetts
$1.3M -$131K -2,451 -9%
UCFA
58
United Capital Financial Advisors
Texas
$1.29M -$13.5K -253 -1%
TA
59
TrueWealth Advisors
Alabama
$1.18M -$3.32K -62 -0.3%
SWAG
60
Spectrum Wealth Advisory Group
California
$1.18M -$117K -2,185 -9%
TLFA
61
True Link Financial Advisors
California
$1.15M – – –
MI
62
Moneywise Inc
Virginia
$1.15M -$38.2K -714 -3%
FAIM
63
Financial Advocates Investment Management
Washington
$1.13M +$65K +1,216 +6%
DC
64
Destiny Capital
Colorado
$1.07M +$1.07M +19,371 New
SWM
65
Sculati Wealth Management
Michigan
$1.06M +$67.1K +1,254 +7%
HIS
66
Harvest Investment Services
Illinois
$990K +$96.9K +1,811 +11%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$958K +$421K +7,878 +78%
IA
68
IFG Advisory
Georgia
$901K +$98.3K +1,840 +12%
1WM
69
1900 Wealth Management
Texas
$895K -$158K -2,959 -15%
WI
70
WBI Investments
New Jersey
$838K +$50.1K +936 +6%
DWMG
71
DB Wealth Management Group
California
$807K +$371K +6,945 +85%
WA
72
Win Advisors
Florida
$765K +$18.7K +349 +3%
NA
73
NewEdge Advisors
Louisiana
$746K +$47.4K +1,182 +7%
BAM
74
Belpointe Asset Management
Nevada
$730K -$749 -14 -0.1%
ATPW
75
Ashton Thomas Private Wealth
Arizona
$721K +$149K +2,788 +26%
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3
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