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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

207 hedge funds and large institutions have $651M invested in Invesco S&P MidCap Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 56 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+21
Holders Change %
+11.29%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
50
Increased
56
Reduced
75
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWAG
Polaris Wealth Advisory Group
California
$4.37M
2
BCM
BlueCrest Capital Management
Jersey
$3.61M
3
CA
Calton & Associates
Florida
$2.88M
4
KPWS
Kestra Private Wealth Services
Texas
$7.38M
5
GIA
Gladstone Institutional Advisory
Florida
$1.69M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$30.5M
2
HNB
Huntington National Bank
Ohio
$10.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$7.01M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
RJA
Raymond James & Associates
Florida
$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$984K +$18.2K +312 +2%
Goldman Sachs
77
Goldman Sachs
New York
$897K +$11.4K +195 +1%
SWM
78
Sculati Wealth Management
Michigan
$895K +$73.3K +1,254 +9%
WA
79
Win Advisors
Florida
$895K +$895K +15,309 New
AA
80
ACT Advisors
North Carolina
$866K -$127K -2,167 -13%
IWM
81
IHT Wealth Management
Illinois
$858K -$749K -12,803 -47%
Citigroup
82
Citigroup
New York
$856K +$69.5K +1,189 +9%
BAM
83
Belpointe Asset Management
Nevada
$851K +$473K +8,085 +125%
AAP
84
Arax Advisory Partners
Colorado
$814K -$46.4K -794 -5%
CA
85
Cetera Advisors
Colorado
$779K -$437K -7,467 -36%
SSWM
86
Sheets Smith Wealth Management
North Carolina
$764K -$55.5K -950 -7%
FFN
87
Focus Financial Network
Minnesota
$746K +$71.5K +1,223 +11%
AC
88
Avant Capital
Louisiana
$742K +$742K +12,687 New
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$707K +$140K +2,398 +25%
PA
90
Procyon Advisors
Connecticut
$697K +$697K +11,916 New
MWM
91
Minot Wealth Management
Massachusetts
$664K +$664K +11,350 New
PGAM
92
Princeton Global Asset Management
New Jersey
$659K -$21.8K -372 -3%
ATPW
93
Ashton Thomas Private Wealth
Arizona
$624K +$68K +1,164 +12%
MNBTD
94
Moody National Bank Trust Division
Texas
$618K +$19.5K +334 +3%
NFG
95
Nations Financial Group
Iowa
$617K -$26.5K -453 -4%
N
96
Natixis
France
$605K -$10.9K -186 -2%
PMG
97
ProVise Management Group
Florida
$595K +$166K +2,833 +39%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$592K +$592K +10,122 New
PA
99
PFG Advisors
Arizona
$588K -$130K -2,218 -18%
KAS
100
Kestra Advisory Services
Texas
$579K -$891K -15,232 -61%
2 3
4
5 6