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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

187 hedge funds and large institutions have $473M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 74 reducing their positions, and 18 closing their positions.

Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
48
Reduced
74
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$4.02M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$22.2M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$3.6M
4
Jane Street
4
Jane Street
New York
$3.14M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$28.2M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$14.4M
2
MCC
2
Money Concepts Capital
Florida
$0
3
Wells Fargo
3
Wells Fargo
California
$12.4M
4
MWM
4
MorganRosel Wealth Management
Colorado
$509K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
TLFA
51
True Link Financial Advisors
California
$1.11M – – –
SWM
52
Sculati Wealth Management
Michigan
$1.08M +$33.4K +645 +3%
WI
53
WBI Investments
New Jersey
$1.06M +$152K +2,944 +17%
FAIM
54
Financial Advocates Investment Management
Washington
$1.04M -$42.7K -825 -4%
IA
55
IFG Advisory
Georgia
$1.01M +$40.3K +778 +4%
UCFA
56
United Capital Financial Advisors
Texas
$968K -$31.8K -614 -3%
DC
57
Destiny Capital
Colorado
$955K -$48.2K -932 -5%
1WM
58
1900 Wealth Management
Texas
$865K – – –
N
59
Natixis
France
$848K +$34.4K +666 +4%
DWMG
60
DB Wealth Management Group
California
$809K +$414 +8 +0.1%
NA
61
NewEdge Advisors
Louisiana
$770K -$99K -1,914 -11%
HIS
62
Harvest Investment Services
Illinois
$675K -$209K -4,033 -24%
SSWM
63
Sheets Smith Wealth Management
North Carolina
$670K +$3.93K +76 +0.6%
KPWS
64
Kestra Private Wealth Services
Texas
$669K -$463K -8,956 -41%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$648K -$18.2K -352 -3%
PBF
66
Petix & Botte Financial
California
$632K +$282K +5,453 +81%
PGAM
67
Princeton Global Asset Management
New Jersey
$618K +$1.24K +24 +0.2%
AC
68
Avant Capital
Louisiana
$564K +$2.28K +44 +0.4%
CA
69
Cetera Advisors
Colorado
$543K -$54.4K -1,051 -9%
CL
70
Choreo LLC
Illinois
$526K – – –
AWS
71
Atria Wealth Solutions
New York
$524K -$6.26K -121 -1%
SWAG
72
Spectrum Wealth Advisory Group
California
$515K -$551K -10,656 -52%
MWM
73
MorganRosel Wealth Management
Colorado
$509K -$5.08M -98,199 -91%
SFG
74
StrategIQ Financial Group
Indiana
$498K -$5.07K -98 -1%
SPWG
75
Syntegra Private Wealth Group
Missouri
$496K – – –
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3
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