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Invesco S&P MidCap Low Volatility ETF

86 hedge funds and large institutions have $456M invested in Invesco S&P MidCap Low Volatility ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

21% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 29

12% more capital invested

Capital invested by funds: $408M → $456M (+$47.6M)

2% more funds holding

Funds holding: 8486 (+2)

0.88% more ownership

Funds ownership: 41.79%42.68% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
2.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
35
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPL
76
Smart Portfolios LLC
Washington
$121K
NFG
77
Next Financial Group
Texas
$108K +$59.7K +1,392 +126%
Creative Planning
78
Creative Planning
Kansas
$75K +$10.7K +250 +17%
GBBWRPM
79
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$73K
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$53K -$64.4K -1,500 -55%
CPIG
81
Chicago Partners Investment Group
Illinois
$41K -$30.1K -701 -42%
CAL
82
Capital Advisors Ltd
Ohio
$11K
CCM
83
Cribstone Capital Management
Maine
$11K
SF
84
Synovus Financial
Georgia
$9K +$8.58K +200 New
MFBTD
85
MB Financial Bank - Trust Department
Illinois
$4K
PG
86
Patten Group
Tennessee
$1K
CWM
87
Concert Wealth Management
California
-$1.93M -47,534 Closed
SG Americas Securities
88
SG Americas Securities
New York
-$709K -16,742 Closed
FFA
89
First Foundation Advisors
California
-$529K -12,500 Closed
JIP
90
Jaffetilchin Investment Partners
Florida
-$490K -11,573 Closed
EC
91
Estate Counselors
Wisconsin
-$400K -9,460 Closed
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
-$277K -6,557 Closed
NWP
93
Northstar Wealth Partners
Connecticut
-$202K -4,813 Closed
BBHC
94
Brown Brothers Harriman & Co
New York
-$63K -1,500 Closed