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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

193 hedge funds and large institutions have $412M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 86 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
42
Reduced
86
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$5.65M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.58M
3
UBS Group
3
UBS Group
Switzerland
$20.4M
4
WA
4
Waverly Advisors
Alabama
$2.1M
5
CCFM
5
Clear Creek Financial Management
Washington
$1.41M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.9M
2
IAIM
2
International Assets Investment Management
Florida
$336K
3
HNB
3
Huntington National Bank
Ohio
$20.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$19.9M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
76
Atria Wealth Solutions
New York
$503K -$50.8K -901 -9%
AQR Capital Management
77
AQR Capital Management
Connecticut
$499K +$499K +8,853 New
MWM
78
MorganRosel Wealth Management
Colorado
$498K +$154K +2,733 +45%
SPWG
79
Syntegra Private Wealth Group
Missouri
$497K -$3.78K -67 -0.8%
EFS
80
Essex Financial Services
Connecticut
$489K +$395 +7 +0.1%
SWAG
81
Spectrum Wealth Advisory Group
California
$482K +$282 +5 +0.1%
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$478K -$4.29K -76 -0.9%
EFL
83
ERn Financial LLC
Wisconsin
$478K – – –
CFS
84
Commonwealth Financial Services
West Virginia
$469K +$469K +8,813 New
ATPW
85
Ashton Thomas Private Wealth
Arizona
$447K -$3.33K -59 -0.7%
WMWM
86
Whitaker-Myers Wealth Managers
Ohio
$433K -$5.64K -100 -1%
AA
87
ACT Advisors
North Carolina
$431K -$44.8K -794 -9%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$424K +$7.67K +136 +2%
GVAG
89
Great Valley Advisor Group
Delaware
$411K +$411K +7,281 New
JCM
90
Jacobi Capital Management
Pennsylvania
$393K -$2.14K -38 -0.5%
DAS
91
Dynamic Advisor Solutions
Arizona
$392K +$146K +2,596 +60%
HNWAG
92
High Net Worth Advisory Group
Florida
$364K – – –
KWM
93
Kingsview Wealth Management
Oregon
$362K -$40.6K -719 -10%
DADC
94
D.A. Davidson & Co
Montana
$360K -$45.8K -812 -11%
WI
95
WBI Investments
New Jersey
$360K -$787K -13,955 -69%
PFA
96
Petra Financial Advisors
Colorado
$355K -$21.6K -383 -6%
SA
97
SRH Advisors
Kansas
$348K – – –
DIA
98
Dana Investment Advisors
Wisconsin
$344K -$16.6K -294 -5%
AWM
99
Accel Wealth Management
Iowa
$340K -$6.66K -118 -2%
IAIM
100
International Assets Investment Management
Florida
$336K -$27.9M -497,211 -99%
2 3
4
5 6