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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

186 hedge funds and large institutions have $415M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 79 reducing their positions, and 14 closing their positions.

Holders
186
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
2.69%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
48
Reduced
79
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$11.4M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.03M
3
SWM
3
Sculati Wealth Management
Michigan
$7.66M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$2.22M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.11M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$24.2M
4
Bank of America
4
Bank of America
North Carolina
$6.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$478K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPWG
76
Syntegra Private Wealth Group
Missouri
$517K -$4.03K -66 -0.8%
EFL
77
ERn Financial LLC
Wisconsin
$517K – – –
SWAG
78
Spectrum Wealth Advisory Group
California
$508K -$13.2K -217 -3%
Invesco
79
Invesco
Georgia
$503K -$19.7K -323 -4%
ATPW
80
Ashton Thomas Private Wealth
Arizona
$497K +$9.22K +151 +2%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$478K -$1.23M -20,147 -72%
PBF
82
Petix & Botte Financial
California
$471K +$122 +2 +0%
WMWM
83
Whitaker-Myers Wealth Managers
Ohio
$464K -$16.8K -276 -4%
JCM
84
Jacobi Capital Management
Pennsylvania
$429K +$1.95K +32 +0.5%
HIS
85
Harvest Investment Services
Illinois
$425K -$40.6K -665 -9%
CFS
86
Commonwealth Financial Services
West Virginia
$416K -$61 -1 -0%
AA
87
ACT Advisors
North Carolina
$399K -$27.7K -454 -7%
GVAG
88
Great Valley Advisor Group
Delaware
$398K -$48.8K -800 -11%
DAS
89
Dynamic Advisor Solutions
Arizona
$391K -$33.5K -548 -8%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$389K -$12.7K -208 -3%
PFA
91
Petra Financial Advisors
Colorado
$385K – – –
SA
92
SRH Advisors
Kansas
$377K – – –
AWM
93
Accel Wealth Management
Iowa
$376K -$30.8K -505 -8%
DIA
94
Dana Investment Advisors
Wisconsin
$373K – – –
Daiwa Securities Group
95
Daiwa Securities Group
Japan
$372K +$372K +6,100 New
KWM
96
Kingsview Wealth Management
Oregon
$368K -$12K -196 -3%
Creative Planning
97
Creative Planning
Kansas
$365K +$6.84K +112 +2%
HGERS
98
Householder Group Estate & Retirement Specialist
Arizona
$349K -$71.6K -1,174 -17%
IWC
99
Integrated Wealth Concepts
Massachusetts
$326K -$37K -606 -10%
DADC
100
D.A. Davidson & Co
Montana
$323K -$15.4K -252 -5%
2 3
4
5 6