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Invesco S&P MidCap Low Volatility ETF

120 hedge funds and large institutions have $802M invested in Invesco S&P MidCap Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
2.75%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
17
Increased
58
Reduced
26
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
101
SeaCrest Wealth Management
New York
$57K
APP
102
Avantax Planning Partners
Iowa
$33K +$33K +683 New
CPIG
103
Chicago Partners Investment Group
Illinois
$31K
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$24K
NL
105
NVWM LLC
Pennsylvania
$24K
SPL
106
Smart Portfolios LLC
Washington
$21K
BWM
107
Baystate Wealth Management
Massachusetts
$17K +$48 +1 +0.3%
CAGAS
108
Capital Advisory Group Advisory Services
Minnesota
$17K +$8.5K +175 +100%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$16K +$16K +334 New
AIM
110
Arcadia Investment Management
Michigan
$15K
CAG
111
Csenge Advisory Group
Florida
$14K +$14K +305 New
CAL
112
Capital Advisors Ltd
Ohio
$13K
CBT
113
Capital Bank & Trust
California
$10K
WP
114
WealthShield Partners
North Carolina
$10K +$10K +200 New
RWA
115
River Wealth Advisors
Pennsylvania
$8K +$51 +1 +0.6%
ASN
116
Advisory Services Network
Georgia
$6K
PFGIA
117
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$4K +91 New
PG
118
Patten Group
Tennessee
$1K
BlackRock
119
BlackRock
New York
$1K
CF
120
Centaurus Financial
California
$138 -$191K -4,162 -100%
CWM
121
Cornerstone Wealth Management
Missouri
-$12.7M -597,244 Closed
SWP
122
Stratos Wealth Partners
Ohio
-$6.06M -128,846 Closed
LNC
123
Lincoln National Corp
Pennsylvania
-$1.11M -23,589 Closed
SG Americas Securities
124
SG Americas Securities
New York
-$1.01M -21,438 Closed
F
125
F3Logic
Minnesota
-$894K -19,031 Closed