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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

206 hedge funds and large institutions have $1.62B invested in Invesco S&P MidCap Low Volatility ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 111 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+16
Holders Change %
+8.42%
% of All Funds
4.52%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
39
Increased
111
Reduced
37
Closed
23
Calls
–
Puts
$1.43M
Net Calls
-$1.43M
Net Calls Change
+$3K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$182M
2
Wells Fargo
2
Wells Fargo
California
$110M
3
LPL Financial
3
LPL Financial
California
$99.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$70.3M
5
TC
5
Trilogy Capital
California
$19.4M

Top Sellers

1
PI
1
PFS Investments
Georgia
$14.4M
2
HNB
2
Huntington National Bank
Ohio
$5.6M
3
CI
3
CX Institutional
Indiana
$13M
4
CCP
4
Cardan Capital Partners
Colorado
$0
5
RCS
5
Retirement Capital Strategies
California
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
76
Financial Advocates Investment Management
Washington
$2.29M +$2.29M +43,498 New
WWM
77
Western Wealth Management
Colorado
$2.27M +$148K +2,804 +7%
TPWA
78
TRUE Private Wealth Advisors
Oregon
$2.2M +$63.6K +1,209 +3%
CAN
79
Cetera Advisor Networks
California
$2.07M -$232K -4,410 -10%
FFN
80
Focus Financial Network
Minnesota
$2.06M +$397K +7,553 +24%
SPIA
81
Steward Partners Investment Advisory
New York
$1.95M +$36.5K +694 +2%
AI
82
Atria Investments
North Carolina
$1.88M -$21K -400 -1%
FA
83
Faithward Advisors
Pennsylvania
$1.76M +$1.76M +33,498 New
WWM
84
WT Wealth Management
Arizona
$1.75M +$1.75M +33,209 New
RCS
85
Retirement Capital Strategies
California
$1.73M -$4.13M -78,465 -70%
NA
86
NewEdge Advisors
Louisiana
$1.67M +$523K +9,945 +46%
HR
87
Howe & Rusling
New York
$1.66M -$842 -16 -0.1%
PSF
88
Pacific Sun Financial
California
$1.64M +$117K +2,216 +8%
CC
89
Courier Capital
New York
$1.52M +$14.8K +285 +1%
BRWA
90
B. Riley Wealth Advisors
Florida
$1.48M +$203K +3,850 +16%
LFPWM
91
Leicht Financial Planning & Wealth Management
New Jersey
$1.45M +$312K +5,927 +27%
SWAG
92
Spectrum Wealth Advisory Group
California
$1.44M +$596K +11,320 +71%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$1.43M +$26.8K +509 +2%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$1.35M +$1.35M +25,717 New
WI
95
Wintrust Investments
Illinois
$1.33M +$47.6K +904 +4%
HIS
96
Harvest Investment Services
Illinois
$1.29M +$609K +11,711 +89%
GA
97
Gateway Advisory
New Jersey
$1.25M -$40K -760 -3%
DADC
98
D.A. Davidson & Co
Montana
$1.25M -$169K -3,212 -12%
PA
99
PFG Advisors
Arizona
$1.19M +$70.3K +1,359 +6%
NFG
100
Nations Financial Group
Iowa
$1.12M +$1.12M +20,932 New
2 3
4
5 6