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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

219 hedge funds and large institutions have $845M invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 48 increasing their positions, 95 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+21
Holders Change %
+10.61%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
49
Increased
48
Reduced
95
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$21.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.03M
3
FTUS
3
Flow Traders U.S.
New York
$3.04M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$42.1M
5
CWM
5
Cornerstone Wealth Management
Missouri
$4.54M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$50.3M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$34.7M
3
Ameriprise
3
Ameriprise
Minnesota
$84.3M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$25.2M
5
CA
5
Cetera Advisors
Colorado
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCC
76
Crescent Capital Consulting
Louisiana
$1.13M +$1.13M +23,521 New
BFG
77
Berger Financial Group
Minnesota
$1.13M +$1.13M +23,436 New
PA
78
PFG Advisors
Arizona
$1.1M -$210K -4,367 -16%
AIC
79
Ameritas Investment Company
Nebraska
$1.09M +$1.09M +22,595 New
HIS
80
Harvest Investment Services
Illinois
$1.09M -$296K -6,151 -21%
CFA
81
Carroll Financial Associates
North Carolina
$1.03M +$4.52K +94 +0.4%
SAG
82
Spotlight Asset Group
Illinois
$1.01M +$19.8K +412 +2%
IA
83
Insight Advisors
Pennsylvania
$992K +$992K +20,625 New
BA
84
BCM Advisors
Louisiana
$987K +$236K +4,902 +31%
FFN
85
Focus Financial Network
Minnesota
$976K -$133K -2,768 -12%
SPIA
86
Steward Partners Investment Advisory
New York
$876K -$190K -3,948 -18%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$875K -$4.34M -90,228 -83%
HF
88
HRT Financial
New York
$837K -$835K -17,366 -50%
N
89
Natixis
France
$835K +$835K +17,353 New
Goldman Sachs
90
Goldman Sachs
New York
$827K -$1.93M -40,000 -70%
MAFM
91
Mid Atlantic Financial Management
Pennsylvania
$822K +$2.69K +56 +0.3%
WI
92
WBI Investments
New Jersey
$812K -$531K -11,032 -40%
CAN
93
Cetera Advisor Networks
California
$760K -$2.07M -43,057 -73%
CG
94
Caprock Group
Idaho
$717K -$208K -4,326 -22%
MFGM
95
Marshall Financial Group (Maryland)
Maryland
$710K +$710K +14,750 New
VF
96
Virtu Financial
New York
$704K +$152K +3,152 +27%
SSWM
97
Sheets Smith Wealth Management
North Carolina
$691K -$33.7K -700 -5%
NFG
98
Nations Financial Group
Iowa
$638K -$686K -14,256 -52%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$624K – – –
KPWS
100
Kestra Private Wealth Services
Texas
$612K +$249K +5,207 +69%
2 3
4
5 6