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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

198 hedge funds and large institutions have $841M invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 90 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-4
Holders Change %
-1.98%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
22
Increased
60
Reduced
90
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWA
1
JFS Wealth Advisors
Pennsylvania
$10.8M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$10.2M
3
SWAG
3
Spectrum Wealth Advisory Group
California
$16.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$17.6M
5
AAS
5
Avantax Advisory Services
Texas
$4.07M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.58M
2
Ameriprise
2
Ameriprise
Minnesota
$84.2M
3
Wells Fargo
3
Wells Fargo
California
$27.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$15.5M
5
LPL Financial
5
LPL Financial
California
$61.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
76
WBI Investments
New Jersey
$1.16M +$321K +7,702 +38%
IA
77
IFG Advisory
Georgia
$1.16M +$98.4K +2,361 +9%
NFG
78
Nations Financial Group
Iowa
$1.15M -$111K -2,667 -9%
KAS
79
Kestra Advisory Services
Texas
$1.06M +$1.06M +25,505 New
AWA
80
Acorn Wealth Advisors
Michigan
$976K -$786K -18,882 -45%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$975K -$1.01M -24,275 -51%
FFN
82
Focus Financial Network
Minnesota
$960K -$80.7K -1,938 -8%
SPIA
83
Steward Partners Investment Advisory
New York
$923K -$901K -21,641 -49%
CFA
84
Carroll Financial Associates
North Carolina
$891K +$50.6K +1,215 +6%
SAG
85
Spotlight Asset Group
Illinois
$857K -$93.3K -2,240 -10%
AWM
86
AE Wealth Management
Kansas
$853K +$273K +6,557 +47%
CG
87
Caprock Group
Idaho
$801K +$5.87K +141 +0.7%
MAFM
88
Mid Atlantic Financial Management
Pennsylvania
$757K +$44 +1 +0%
FAAS
89
First Allied Advisory Services
California
$736K +$736K +17,673 New
FTUS
90
Flow Traders U.S.
New York
$698K +$698K +16,744 New
BA
91
BCM Advisors
Louisiana
$651K +$651K +15,617 New
WWM
92
WT Wealth Management
Arizona
$650K +$423K +10,171 +187%
LWM
93
Laidlaw Wealth Management
New York
$649K +$649K +15,579 New
EC
94
Estate Counselors
Wisconsin
$646K +$223K +5,350 +53%
SSWM
95
Sheets Smith Wealth Management
North Carolina
$627K +$627K +15,062 New
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$624K – – –
FA
97
Faithward Advisors
Pennsylvania
$585K -$123K -2,955 -17%
SWP
98
Stratos Wealth Partners
Ohio
$582K -$49.3K -1,184 -8%
KWM
99
Kingsview Wealth Management
Oregon
$549K +$166K +3,990 +43%
PGAM
100
Princeton Global Asset Management
New Jersey
$531K -$2.38M -57,135 -82%
2 3
4
5 6