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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

186 hedge funds and large institutions have $415M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 79 reducing their positions, and 14 closing their positions.

Holders
186
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
2.69%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
48
Reduced
79
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$11.4M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.03M
3
SWM
3
Sculati Wealth Management
Michigan
$7.66M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$2.22M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.11M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$24.2M
4
Bank of America
4
Bank of America
North Carolina
$6.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$478K
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
51
Snowden Capital Advisors
New York
$1.05M 17,247 +501 +3%
CW
52
CreativeOne Wealth
Kansas
$1.05M 17,174 -1,550 -8%
WA
53
Win Advisors
Florida
$1.05M 17,171 -1,146 -6%
FAIM
54
Financial Advocates Investment Management
Washington
$1.02M 17,655 -203 -1%
1WM
55
1900 Wealth Management
Texas
$1M 16,388 +14 +0.1%
NA
56
NewEdge Advisors
Louisiana
$964K 15,797 +551 +4%
VWA
57
Visionary Wealth Advisors
Illinois
$906K 14,841 -468 -3%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$905K 14,830 +14,830 New
LI
59
LMCG Investments
Massachusetts
$895K 14,670 +999 +7%
IPAM
60
Investment Partners Asset Management
New Jersey
$892K 14,618 – –
Jane Street
61
Jane Street
New York
$882K 14,457 +6,798 +89%
OMC
62
Old Mission Capital
Illinois
$797K 13,050 +3,537 +37%
SSWM
63
Sheets Smith Wealth Management
North Carolina
$764K 12,521 -25 -0.2%
AAS
64
Avantax Advisory Services
Texas
$756K 12,383 -5,568 -31%
Citadel Advisors
65
Citadel Advisors
Florida
$751K 12,302 +5,650 +85%
WDL
66
Well Done LLC
Michigan
$747K 12,242 -924 -7%
MWM
67
MorganRosel Wealth Management
Colorado
$740K 12,119 +2,241 +23%
DC
68
Destiny Capital
Colorado
$717K 11,806 -440 -4%
SEM
69
Strategic Equity Management
Arizona
$654K 10,717 +3,159 +42%
EFS
70
Essex Financial Services
Connecticut
$633K 10,301 -304 -3%
CL
71
Choreo LLC
Illinois
$585K 9,618 -52 -0.5%
IAS
72
Insigneo Advisory Services
Florida
$575K 9,414 +49 +0.5%
AQR Capital Management
73
AQR Capital Management
Connecticut
$540K 8,853 – –
Citigroup
74
Citigroup
New York
$526K 8,619 -1,125 -12%
AWS
75
Atria Wealth Solutions
New York
$526K 8,616 -143 -2%
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