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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

184 hedge funds and large institutions have $390M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-9
Holders Change %
-4.66%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
47
Reduced
76
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
Sculati Wealth Management
Michigan
$4.81M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$3.28M
3
KAS
3
Kestra Advisory Services
Texas
$3.59M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.55M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$20.6M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$21.3M
2
CWM
2
Cornerstone Wealth Management
Missouri
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$31.1M
4
UBS Group
4
UBS Group
Switzerland
$17.2M
5
LPL Financial
5
LPL Financial
California
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
51
Win Advisors
Florida
$1.01M -$59.7K -1,081 -6%
AAS
52
Avantax Advisory Services
Texas
$991K -$560K -10,134 -36%
UCFA
53
United Capital Financial Advisors
Texas
$990K +$828 +15 +0.1%
FAIM
54
Financial Advocates Investment Management
Washington
$986K -$250K -4,523 -20%
SCA
55
Snowden Capital Advisors
New York
$925K +$15.8K +286 +2%
1WM
56
1900 Wealth Management
Texas
$904K +$110 +2 +0%
VWA
57
Visionary Wealth Advisors
Illinois
$846K -$331K -6,000 -28%
NA
58
NewEdge Advisors
Louisiana
$842K -$318K -5,761 -27%
IPAM
59
Investment Partners Asset Management
New Jersey
$807K +$11.5K +209 +1%
LI
60
LMCG Investments
Massachusetts
$755K +$160K +2,901 +27%
WDL
61
Well Done LLC
Michigan
$727K -$302K -5,471 -29%
VF
62
Virtu Financial
New York
$696K -$23.3K -421 -3%
IA
63
Inspire Advisors
Idaho
$694K +$694K +12,573 New
SSWM
64
Sheets Smith Wealth Management
North Carolina
$693K – – –
DC
65
Destiny Capital
Colorado
$676K -$39.7K -719 -6%
EFS
66
Essex Financial Services
Connecticut
$609K +$112K +1,941 +22%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$565K +$444K +8,034 +366%
MWM
68
MorganRosel Wealth Management
Colorado
$546K +$58.3K +1,055 +12%
Citigroup
69
Citigroup
New York
$538K +$1.6K +29 +0.3%
CL
70
Choreo LLC
Illinois
$531K -$27.6K -503 -5%
IAS
71
Insigneo Advisory Services
Florida
$529K +$2.88K +51 +0.5%
OMC
72
Old Mission Capital
Illinois
$525K +$525K +9,513 New
AQR Capital Management
73
AQR Capital Management
Connecticut
$489K – – –
AWS
74
Atria Wealth Solutions
New York
$484K -$8.34K -151 -2%
Invesco
75
Invesco
Georgia
$473K -$49.7K -899 -9%
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3
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