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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

201 hedge funds and large institutions have $408M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 13 closing their positions.

Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
32
Increased
61
Reduced
63
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$8.65M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.4M
3
IAA
3
Independent Advisor Alliance
North Carolina
$1.3M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$3.51M
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$1.21M

Top Sellers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$0
2
RWP
2
RWA Wealth Partners
Massachusetts
$0
3
KAS
3
Kestra Advisory Services
Texas
$582K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$858K
5
Stifel Financial
5
Stifel Financial
Missouri
$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WM
51
1900 Wealth Management
Texas
$998K +$1.03K +17 +0.1%
PAG
52
Private Advisor Group
New Jersey
$989K -$71.6K -1,178 -7%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$983K +$507K +8,336 +106%
AC
54
Avestar Capital
New York
$967K -$1.1M -18,117 -53%
NA
55
NewEdge Advisors
Louisiana
$965K +$4.08K +67 +0.4%
IPAM
56
Investment Partners Asset Management
New Jersey
$913K +$24K +394 +3%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$898K -$3.95K -65 -0.4%
VWA
58
Visionary Wealth Advisors
Illinois
$889K -$13.6K -224 -2%
FAIM
59
Financial Advocates Investment Management
Washington
$888K -$186K -3,052 -17%
MI
60
Moneywise Inc
Virginia
$884K -$200K -3,282 -18%
WA
61
Win Advisors
Florida
$884K -$161K -2,640 -15%
WA
62
Waverly Advisors
Alabama
$863K -$326K -5,367 -27%
Two Sigma Investments
63
Two Sigma Investments
New York
$858K -$2.16M -35,500 -72%
AAS
64
Ameritas Advisory Services
Nebraska
$811K -$683K -11,233 -46%
SSWM
65
Sheets Smith Wealth Management
North Carolina
$811K +$49.3K +810 +6%
MWM
66
MorganRosel Wealth Management
Colorado
$804K +$67.3K +1,107 +9%
OPS
67
Orion Portfolio Solutions
Nebraska
$790K +$790K +12,991 New
BCI
68
Brinker Capital Investments
Pennsylvania
$790K +$790K +12,991 New
VF
69
Virtu Financial
New York
$750K +$750K +12,334 New
WDL
70
Well Done LLC
Michigan
$747K – – –
PFA
71
Portland Financial Advisors
New York
$736K +$736K +12,106 New
DC
72
Destiny Capital
Colorado
$718K +$426 +7 +0.1%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$715K +$327K +5,384 +85%
SEM
74
Strategic Equity Management
Arizona
$652K – – –
EFS
75
Essex Financial Services
Connecticut
$627K +$365 +6 +0.1%
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3
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