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Invesco S&P MidCap Low Volatility ETF

189 hedge funds and large institutions have $461M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 93 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+7
Holders Change %
+3.85%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
35
Reduced
93
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WI
51
WBI Investments
New Jersey
$1.08M -$12.9K -243 -1%
AAS
52
Ameritas Advisory Services
Nebraska
$1.06M -$255K -4,761 -19%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$1.04M -$55.1K -1,037 -5%
WA
54
Win Advisors
Florida
$1.01M +$165K +3,095 +20%
Citadel Advisors
55
Citadel Advisors
Florida
$989K -$638K -11,988 -39%
NA
56
NewEdge Advisors
Louisiana
$983K +$218K +4,099 +28%
UCFA
57
United Capital Financial Advisors
Texas
$950K -$29.3K -551 -3%
1WM
58
1900 Wealth Management
Texas
$889K
N
59
Natixis
France
$828K -$12.8K -241 -2%
DC
60
Destiny Capital
Colorado
$784K +$784K +14,738 New
IPAM
61
Investment Partners Asset Management
New Jersey
$760K +$760K +14,287 New
SSWM
62
Sheets Smith Wealth Management
North Carolina
$678K -$10.6K -200 -2%
Invesco
63
Invesco
Georgia
$664K -$112K -2,097 -14%
LI
64
LMCG Investments
Massachusetts
$589K +$139K +2,613 +31%
FFN
65
Focus Financial Network
Minnesota
$575K +$575K +10,809 New
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$561K -$20.5K -385 -4%
Two Sigma Investments
67
Two Sigma Investments
New York
$542K +$542K +10,200 New
CL
68
Choreo LLC
Illinois
$541K
HGERS
69
Householder Group Estate & Retirement Specialist
Arizona
$535K -$18.5K -348 -3%
AWS
70
Atria Wealth Solutions
New York
$522K -$6.75K -127 -1%
IAS
71
Insigneo Advisory Services
Florida
$492K +$2.29K +43 +0.5%
Citigroup
72
Citigroup
New York
$481K -$13.5K -253 -3%
SPWG
73
Syntegra Private Wealth Group
Missouri
$472K -$37.5K -706 -7%
KAS
74
Kestra Advisory Services
Texas
$461K +$17.1K +321 +4%
EFS
75
Essex Financial Services
Connecticut
$460K +$266 +5 +0.1%