XMLV icon

Invesco S&P MidCap Low Volatility ETF

190 hedge funds and large institutions have $484M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 73 reducing their positions, and 24 closing their positions.

Holders
190
Holders Change
-8
Holders Change %
-4.04%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
51
Reduced
73
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAIM
51
Financial Advocates Investment Management
Washington
$1.1M -$12.2K -233 -1%
SWAG
52
Spectrum Wealth Advisory Group
California
$1.08M -$71.3K -1,361 -6%
SWM
53
Sculati Wealth Management
Michigan
$1.06M +$21.5K +410 +2%
DC
54
Destiny Capital
Colorado
$1.02M +$419 +8 +0%
UCFA
55
United Capital Financial Advisors
Texas
$1.01M -$254K -4,838 -20%
IA
56
IFG Advisory
Georgia
$983K +$99.9K +1,906 +11%
WI
57
WBI Investments
New Jersey
$922K +$101K +1,930 +12%
HIS
58
Harvest Investment Services
Illinois
$895K -$74.8K -1,428 -8%
1WM
59
1900 Wealth Management
Texas
$895K
NA
60
NewEdge Advisors
Louisiana
$861K -$92.2K -1,798 -10%
WA
61
Win Advisors
Florida
$829K +$79.5K +1,517 +11%
N
62
Natixis
France
$825K +$368K +7,028 +80%
DWMG
63
DB Wealth Management Group
California
$819K +$28.2K +538 +4%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$698K -$240K -4,590 -26%
HGERS
65
Householder Group Estate & Retirement Specialist
Arizona
$687K +$687K +13,117 New
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$675K -$18.7K -356 -3%
SSWM
67
Sheets Smith Wealth Management
North Carolina
$674K
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$641K +$128K +2,435 +25%
BAM
69
Belpointe Asset Management
Nevada
$627K -$88.8K -1,694 -12%
AA
70
ACT Advisors
North Carolina
$626K -$55.5K -1,060 -8%
PGAM
71
Princeton Global Asset Management
New Jersey
$624K +$12.3K +235 +2%
CA
72
Cetera Advisors
Colorado
$605K -$28.3K -540 -4%
ATPW
73
Ashton Thomas Private Wealth
Arizona
$576K -$131K -2,499 -19%
WWM
74
Western Wealth Management
Colorado
$576K -$51.7K -986 -8%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$569K -$2.54M -48,406 -82%