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Invesco S&P MidCap Low Volatility ETF

229 hedge funds and large institutions have $1.25B invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-26
Holders Change %
-10.2%
% of All Funds
5.06%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.33%
New
39
Increased
84
Reduced
83
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LOIM
76
Liberty One Investment Management
Illinois
$1.84M +$48.8K +1,226 +3%
CA
77
Calton & Associates
Florida
$1.76M +$142K +3,576 +9%
Jane Street
78
Jane Street
New York
$1.74M -$3.01M -75,541 -63%
FAAS
79
First Allied Advisory Services
California
$1.73M -$1.25M -31,461 -42%
FFN
80
Focus Financial Network
Minnesota
$1.69M -$467K -11,726 -22%
CWM
81
Cornerstone Wealth Management
Missouri
$1.65M -$2.27M -56,949 -58%
AWA
82
Acorn Wealth Advisors
Michigan
$1.62M -$380K -9,613 -19%
SPIA
83
Steward Partners Investment Advisory
New York
$1.56M +$56.7K +1,424 +4%
WWM
84
Western Wealth Management
Colorado
$1.51M -$96.5K -2,422 -6%
WC
85
Waterloo Capital
Texas
$1.4M +$1.4M +35,060 New
PGAM
86
Princeton Global Asset Management
New Jersey
$1.34M +$1.34M +33,565 New
PSF
87
Pacific Sun Financial
California
$1.32M +$119K +2,996 +10%
Citadel Advisors
88
Citadel Advisors
Florida
$1.29M +$1.09M +27,285 +528%
ISG
89
Investment Security Group
Colorado
$1.23M +$1.23M +30,930 New
AWM
90
AE Wealth Management
Kansas
$1.19M -$4.94M -123,978 -81%
SWAG
91
Spectrum Wealth Advisory Group
California
$1.18M +$27.1K +680 +2%
NFG
92
Nations Financial Group
Iowa
$1.17M +$306K +7,681 +35%
IA
93
IFG Advisory
Georgia
$1.17M +$704K +17,678 +152%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$1.15M +$81.8K +2,153 +8%
FA
95
Faithward Advisors
Pennsylvania
$1.14M -$155K -3,881 -12%
PWM
96
Provident Wealth Management
Tennessee
$1.13M +$15.1K +378 +1%
PA
97
PFG Advisors
Arizona
$1.05M +$1.05M +25,810 New
WI
98
WBI Investments
New Jersey
$1.01M +$309K +7,753 +44%
SAG
99
Spotlight Asset Group
Illinois
$963K +$120 +3 +0%
MGIA
100
Moneta Group Investment Advisors
Missouri
$943K +$943K +23,682 New