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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 $603M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 13 closing their positions.

Holders
198
Holders Change
+15
Holders Change %
+8.2%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
34
Increased
60
Reduced
74
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$29.5M
2
Mariner
2
Mariner
Kansas
$4.33M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.85M
4
Bank of America
4
Bank of America
North Carolina
$16.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.6M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$10.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$40M
3
LPL Financial
3
LPL Financial
California
$40M
4
CPA
4
Capital Planning Advisors
California
$22.5M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$708K -$698K -13,053 -50%
AA
77
ACT Advisors
North Carolina
$696K -$88.3K -1,650 -11%
SSWM
78
Sheets Smith Wealth Management
North Carolina
$688K – – –
HGWM
79
Harvest Group Wealth Management
Massachusetts
$662K -$22.3K -417 -3%
CA
80
Cetera Advisors
Colorado
$647K -$757K -14,158 -54%
WWM
81
Western Wealth Management
Colorado
$640K -$376K -7,033 -37%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$632K -$245K -4,588 -28%
PGAM
83
Princeton Global Asset Management
New Jersey
$625K -$535 -10 -0.1%
EFS
84
Essex Financial Services
Connecticut
$599K +$90.6K +1,697 +18%
AC
85
Avant Capital
Louisiana
$592K -$27.3K -510 -4%
WMWM
86
Whitaker-Myers Wealth Managers
Ohio
$584K +$584K +10,924 New
AWS
87
Atria Wealth Solutions
New York
$561K -$359K -6,713 -39%
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$524K -$11.4K -214 -2%
SPWG
89
Syntegra Private Wealth Group
Missouri
$512K +$512K +9,580 New
Goldman Sachs
90
Goldman Sachs
New York
$511K -$2.89K -54 -0.6%
Citigroup
91
Citigroup
New York
$505K -$52.5K -981 -9%
PAG
92
Private Advisor Group
New Jersey
$493K -$5.92K -519 -1%
BOM
93
Bank of Marin
California
$491K -$5.51K -103 -1%
KAS
94
Kestra Advisory Services
Texas
$487K +$856 +16 +0.2%
IAS
95
Insigneo Advisory Services
Florida
$483K +$483K +9,037 New
N
96
Natixis
France
$468K +$468K +8,749 New
HNWAG
97
High Net Worth Advisory Group
Florida
$467K +$5.35K +100 +1%
SFG
98
StrategIQ Financial Group
Indiana
$466K +$44.2K +826 +10%
MNBTD
99
Moody National Bank Trust Division
Texas
$462K -$18.5K -346 -4%
PA
100
PFG Advisors
Arizona
$456K +$181K +3,384 +66%
2 3
4
5 6