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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

201 hedge funds and large institutions have $408M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 13 closing their positions.

Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
32
Increased
61
Reduced
63
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$8.65M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.4M
3
IAA
3
Independent Advisor Alliance
North Carolina
$1.3M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$3.51M
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$1.21M

Top Sellers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$0
2
RWP
2
RWA Wealth Partners
Massachusetts
$0
3
KAS
3
Kestra Advisory Services
Texas
$582K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$858K
5
Stifel Financial
5
Stifel Financial
Missouri
$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$594K -$159K -2,620 -21%
AC
77
Avant Capital
Louisiana
$592K +$592K +9,731 New
CL
78
Choreo LLC
Illinois
$585K – – –
KAS
79
Kestra Advisory Services
Texas
$582K -$3.35M -55,049 -85%
IAS
80
Insigneo Advisory Services
Florida
$576K +$3.83K +63 +0.7%
AQR Capital Management
81
AQR Capital Management
Connecticut
$538K – – –
MPWT
82
MassMutual Private Wealth & Trust
Connecticut
$525K +$467K +7,678 +800%
AWS
83
Atria Wealth Solutions
New York
$524K – – –
EFL
84
ERn Financial LLC
Wisconsin
$515K – – –
SWAG
85
Spectrum Wealth Advisory Group
California
$507K +$365 +6 +0.1%
SPWG
86
Syntegra Private Wealth Group
Missouri
$504K -$11.6K -191 -2%
ATPW
87
Ashton Thomas Private Wealth
Arizona
$492K -$3.71K -61 -0.7%
Daiwa Securities Group
88
Daiwa Securities Group
Japan
$474K +$103K +1,700 +28%
PBF
89
Petix & Botte Financial
California
$470K – – –
WMWM
90
Whitaker-Myers Wealth Managers
Ohio
$466K +$2.92K +48 +0.6%
HIS
91
Harvest Investment Services
Illinois
$428K +$4.99K +82 +1%
JCM
92
Jacobi Capital Management
Pennsylvania
$427K +$61 +1 +0%
Invesco
93
Invesco
Georgia
$419K -$82.5K -1,356 -16%
CFS
94
Commonwealth Financial Services
West Virginia
$416K – – –
GVAG
95
Great Valley Advisor Group
Delaware
$395K -$1.46K -24 -0.4%
DAS
96
Dynamic Advisor Solutions
Arizona
$391K +$1.22K +20 +0.3%
PFA
97
Petra Financial Advisors
Colorado
$383K -$608 -10 -0.2%
AWM
98
Accel Wealth Management
Iowa
$376K +$1.64K +27 +0.4%
SA
99
SRH Advisors
Kansas
$376K – – –
KWM
100
Kingsview Wealth Management
Oregon
$374K +$7.36K +121 +2%
2 3
4
5 6