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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

187 hedge funds and large institutions have $473M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
48
Reduced
74
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$4.02M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$22.2M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$3.6M
4
Jane Street
4
Jane Street
New York
$3.14M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$28.2M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$14.4M
2
MCC
2
Money Concepts Capital
Florida
$0
3
Wells Fargo
3
Wells Fargo
California
$12.4M
4
MWM
4
MorganRosel Wealth Management
Colorado
$509K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
76
ACT Advisors
North Carolina
$486K -$132K -2,555 -21%
ATPW
77
Ashton Thomas Private Wealth
Arizona
$479K -$89.7K -1,734 -16%
IAS
78
Insigneo Advisory Services
Florida
$474K +$3.16K +61 +0.7%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$472K -$36.1K -697 -7%
Citigroup
80
Citigroup
New York
$471K -$19.7K -381 -4%
EFS
81
Essex Financial Services
Connecticut
$463K +$414 +8 +0.1%
WMWM
82
Whitaker-Myers Wealth Managers
Ohio
$453K -$73.9K -1,429 -14%
HNWAG
83
High Net Worth Advisory Group
Florida
$449K -$3K -58 -0.7%
KAS
84
Kestra Advisory Services
Texas
$444K -$9.52K -184 -2%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$436K -$254K -4,902 -37%
LI
86
LMCG Investments
Massachusetts
$428K +$74.8K +1,446 +21%
AAS
87
Avantax Advisory Services
Texas
$410K +$22.7K +439 +6%
FHA
88
First Horizon Advisors
Tennessee
$401K +$107K +2,059 +36%
EFL
89
ERn Financial LLC
Wisconsin
$399K – – –
KWM
90
Kingsview Wealth Management
Oregon
$379K +$98.9K +1,911 +35%
DADC
91
D.A. Davidson & Co
Montana
$378K +$52 +1 +0%
Goldman Sachs
92
Goldman Sachs
New York
$378K -$127K -2,447 -25%
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$375K -$258K -4,988 -41%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$375K +$331K +6,325 +756%
IWC
95
Integrated Wealth Concepts
Massachusetts
$369K +$369K +7,134 New
Prudential Financial
96
Prudential Financial
New Jersey
$360K +$360K +6,956 New
PA
97
PFG Advisors
Arizona
$359K -$76.8K -1,484 -18%
JCM
98
Jacobi Capital Management
Pennsylvania
$359K -$6.68K -129 -2%
Creative Planning
99
Creative Planning
Kansas
$350K -$8.02K -155 -2%
PFA
100
Petra Financial Advisors
Colorado
$346K +$346K +6,688 New
2 3
4
5 6