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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

145 hedge funds and large institutions have $837M invested in Invesco S&P MidCap Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 65 increasing their positions, 19 reducing their positions, and 18 closing their positions.

Holders
145
Holders Change
+25
Holders Change %
+20.83%
% of All Funds
3.24%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
46
Increased
65
Reduced
19
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$74.2M
2
Wells Fargo
2
Wells Fargo
California
$58.8M
3
UBS Group
3
UBS Group
Switzerland
$45.4M
4
Ameriprise
4
Ameriprise
Minnesota
$79.7M
5
LPL Financial
5
LPL Financial
California
$52.3M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
JFM
2
Jackson Financial Management
California
$4.59M
3
PCFFS
3
Pacific Center for Financial Services
California
$9.53M
4
PAG
4
Private Advisor Group
New Jersey
$0
5
AIM
5
Advantage Investment Management
Iowa
$58K
Name Market Value Shares Shares
Change 		Shares
Change %
SSWM
76
Sheets Smith Wealth Management
North Carolina
$626K 14,093 +5,005 +55%
BRWM
77
B. Riley Wealth Management
Tennessee
$623K 14,030 +14,030 New
PPP
78
Private Portfolio Partners
New Jersey
$610K 13,742 +13,742 New
SPC
79
Sigma Planning Corp
Michigan
$603K 13,591 +2,403 +21%
JCM
80
Jacobi Capital Management
Pennsylvania
$601K 13,535 +210 +2%
PA
81
PFG Advisors
Arizona
$590K 12,133 +917 +8%
CCP
82
Cardan Capital Partners
Colorado
$560K 12,619 +1,159 +10%
DADC
83
D.A. Davidson & Co
Montana
$499K 11,244 +668 +6%
AF
84
Advisornet Financial
Minnesota
$493K 11,109 +1,781 +19%
PWM
85
Paulson Wealth Management
Illinois
$491K 10,530 -5,811 -36%
FAAS
86
First Allied Advisory Services
California
$489K 10,976 -559 -5%
BTS
87
BB&T Securities
Virginia
$469K 10,585 +1,272 +14%
WWM
88
Western Wealth Management
Colorado
$461K 10,440 +10,440 New
EFL
89
ERn Financial LLC
Wisconsin
$457K 10,298 +10,298 New
RJT
90
Raymond James Trust
Florida
$444K 9,999 – –
AAMA
91
Advanced Asset Management Advisors
Ohio
$418K 9,422 +9,422 New
MSAM
92
Moloney Securities Asset Management
Missouri
$402K 9,059 +3,893 +75%
WEC
93
Winslow Evans & Crocker
Massachusetts
$392K 8,802 – –
RI
94
Ridgewood Investments
New Jersey
$389K 8,005 – –
JIP
95
Jaffetilchin Investment Partners
Florida
$337K 7,590 +7,590 New
AW
96
ACG Wealth
Georgia
$333K 7,498 +53 +0.7%
FHC
97
First Heartland Consultants
Missouri
$330K 7,445 +7,445 New
DBRC
98
D.B. Root & Company
Pennsylvania
$328K 7,389 +35 +0.5%
CFGS
99
Concourse Financial Group Securities
Alabama
$321K 7,241 +3,582 +98%
WS
100
Wedbush Securities
California
$316K 7,109 +2,683 +61%
2 3
4
5 6