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Invesco S&P MidCap Low Volatility ETF

182 hedge funds and large institutions have $435M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-5
Holders Change %
-2.67%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
39
Reduced
74
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CL
76
Choreo LLC
Illinois
$500K
AWS
77
Atria Wealth Solutions
New York
$489K -$8.8K -179 -2%
MWM
78
MorganRosel Wealth Management
Colorado
$488K +$4.18K +85 +0.9%
SWAG
79
Spectrum Wealth Advisory Group
California
$481K -$8.11K -165 -2%
SFG
80
StrategIQ Financial Group
Indiana
$478K +$4.72K +96 +1%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$478K +$478K +9,713 New
SPWG
82
Syntegra Private Wealth Group
Missouri
$471K
AA
83
ACT Advisors
North Carolina
$461K -$983 -20 -0.2%
Citigroup
84
Citigroup
New York
$457K +$9.24K +188 +2%
IAS
85
Insigneo Advisory Services
Florida
$453K +$2.9K +59 +0.6%
EFS
86
Essex Financial Services
Connecticut
$425K -$14.2K -289 -3%
KWM
87
Kingsview Wealth Management
Oregon
$424K +$63.1K +1,284 +18%
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$418K +$406K +8,253 +3,355%
LI
89
LMCG Investments
Massachusetts
$416K +$9.2K +187 +2%
KAS
90
Kestra Advisory Services
Texas
$411K -$11.2K -228 -3%
WMWM
91
Whitaker-Myers Wealth Managers
Ohio
$400K -$29.8K -607 -7%
HNWAG
92
High Net Worth Advisory Group
Florida
$390K -$36.3K -738 -9%
CA
93
Cetera Advisors
Colorado
$379K -$137K -2,790 -27%
FHA
94
First Horizon Advisors
Tennessee
$377K -$3.93K -80 -1%
ATPW
95
Ashton Thomas Private Wealth
Arizona
$369K -$85.7K -1,742 -19%
DADC
96
D.A. Davidson & Co
Montana
$354K -$4.87K -99 -1%
Goldman Sachs
97
Goldman Sachs
New York
$353K -$5.66K -115 -2%
JCM
98
Jacobi Capital Management
Pennsylvania
$343K +$1.92K +39 +0.6%
PFA
99
Petra Financial Advisors
Colorado
$329K
EFL
100
ERn Financial LLC
Wisconsin
$327K -$51.6K -1,049 -14%