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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

193 hedge funds and large institutions have $412M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 86 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
42
Reduced
86
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$5.65M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.58M
3
UBS Group
3
UBS Group
Switzerland
$20.4M
4
WA
4
Waverly Advisors
Alabama
$2.1M
5
CCFM
5
Clear Creek Financial Management
Washington
$1.41M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.9M
2
IAIM
2
International Assets Investment Management
Florida
$336K
3
HNB
3
Huntington National Bank
Ohio
$20.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$19.9M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cetera Advisors
Colorado
$1.19M +$784K +13,900 +193%
NA
52
NewEdge Advisors
Louisiana
$1.18M +$141K +2,514 +14%
PAG
53
Private Advisor Group
New Jersey
$1.18M -$69.8K -1,238 -6%
WA
54
Win Advisors
Florida
$1.09M +$25.5K +452 +2%
MI
55
Moneywise Inc
Virginia
$1.09M -$54.8K -972 -5%
WDL
56
Well Done LLC
Michigan
$1.05M -$5.01M -88,829 -83%
CW
57
CreativeOne Wealth
Kansas
$1.02M -$325K -5,770 -24%
Citadel Advisors
58
Citadel Advisors
Florida
$1.02M -$25.5K -452 -2%
UCFA
59
United Capital Financial Advisors
Texas
$1.01M +$2.37K +42 +0.2%
GS
60
GTS Securities
New York
$952K +$489K +8,667 +106%
SCA
61
Snowden Capital Advisors
New York
$928K +$928K +16,460 New
1WM
62
1900 Wealth Management
Texas
$923K -$19.9K -352 -2%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$847K -$252K -4,465 -23%
IPAM
64
Investment Partners Asset Management
New Jersey
$813K +$6.88K +122 +0.9%
HIS
65
Harvest Investment Services
Illinois
$743K +$743K +13,177 New
VF
66
Virtu Financial
New York
$734K +$272K +4,818 +59%
DC
67
Destiny Capital
Colorado
$731K -$100K -1,773 -12%
SSWM
68
Sheets Smith Wealth Management
North Carolina
$708K -$11.3K -200 -2%
Jane Street
69
Jane Street
New York
$627K +$414K +7,341 +195%
LI
70
LMCG Investments
Massachusetts
$607K -$17.1K -303 -3%
CL
71
Choreo LLC
Illinois
$574K – – –
HGERS
72
Householder Group Estate & Retirement Specialist
Arizona
$571K +$3.22K +57 +0.6%
Citigroup
73
Citigroup
New York
$548K +$38.2K +678 +8%
Invesco
74
Invesco
Georgia
$534K -$170K -3,021 -24%
IAS
75
Insigneo Advisory Services
Florida
$525K +$3.05K +54 +0.6%
1 2
3
4 5