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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

184 hedge funds and large institutions have $390M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-9
Holders Change %
-4.66%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
47
Reduced
76
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
Sculati Wealth Management
Michigan
$4.81M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$3.28M
3
KAS
3
Kestra Advisory Services
Texas
$3.59M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.55M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$20.6M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$21.3M
2
CWM
2
Cornerstone Wealth Management
Missouri
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$31.1M
4
UBS Group
4
UBS Group
Switzerland
$17.2M
5
LPL Financial
5
LPL Financial
California
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWAG
76
Spectrum Wealth Advisory Group
California
$472K +$331 +6 +0.1%
SPWG
77
Syntegra Private Wealth Group
Missouri
$472K -$14.9K -269 -3%
EFL
78
ERn Financial LLC
Wisconsin
$468K – – –
ATPW
79
Ashton Thomas Private Wealth
Arizona
$442K +$3.76K +68 +0.9%
WMWM
80
Whitaker-Myers Wealth Managers
Ohio
$435K +$11.3K +204 +3%
PBF
81
Petix & Botte Financial
California
$427K +$213K +3,861 +100%
Jane Street
82
Jane Street
New York
$423K -$191K -3,455 -31%
HIS
83
Harvest Investment Services
Illinois
$421K -$307K -5,551 -42%
SEM
84
Strategic Equity Management
Arizona
$417K +$417K +7,558 New
GVAG
85
Great Valley Advisor Group
Delaware
$405K +$2.16K +39 +0.5%
JCM
86
Jacobi Capital Management
Pennsylvania
$386K +$1.88K +34 +0.5%
AA
87
ACT Advisors
North Carolina
$386K -$36.6K -663 -9%
DAS
88
Dynamic Advisor Solutions
Arizona
$384K – – –
HGERS
89
Householder Group Estate & Retirement Specialist
Arizona
$381K -$178K -3,221 -32%
CFS
90
Commonwealth Financial Services
West Virginia
$374K -$108K -1,973 -22%
AWM
91
Accel Wealth Management
Iowa
$368K +$35.8K +648 +11%
Citadel Advisors
92
Citadel Advisors
Florida
$367K -$634K -11,485 -63%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$363K -$51.9K -939 -12%
PFA
94
Petra Financial Advisors
Colorado
$348K – – –
KWM
95
Kingsview Wealth Management
Oregon
$344K -$10.8K -195 -3%
SA
96
SRH Advisors
Kansas
$341K – – –
DIA
97
Dana Investment Advisors
Wisconsin
$337K – – –
IAIM
98
International Assets Investment Management
Florida
$329K -$1.55K -28 -0.5%
IWC
99
Integrated Wealth Concepts
Massachusetts
$329K +$221 +4 +0.1%
Creative Planning
100
Creative Planning
Kansas
$324K +$22.4K +405 +7%
2 3
4
5 6