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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

190 hedge funds and large institutions have $1.41B invested in Invesco S&P MidCap Low Volatility ETF in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 90 increasing their positions, 43 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+10
Holders Change %
+5.56%
% of All Funds
4.13%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.3%
New
36
Increased
90
Reduced
43
Closed
24
Calls
–
Puts
$1.43M
Net Calls
-$1.43M
Net Calls Change
+$7K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$25.9M
2
BCM
2
Brookstone Capital Management
Illinois
$46.5M
3
LPL Financial
3
LPL Financial
California
$86M
4
Ameriprise
4
Ameriprise
Minnesota
$153M
5
WDL
5
Well Done LLC
Michigan
$11M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
HNB
2
Huntington National Bank
Ohio
$5.46M
3
PI
3
PFS Investments
Georgia
$21.5M
4
ATPW
4
Ashton Thomas Private Wealth
Arizona
$0
5
BFG
5
Barber Financial Group
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAFM
101
Mid Atlantic Financial Management
Pennsylvania
$717K +$2.56K +50 +0.4%
JCM
102
Jacobi Capital Management
Pennsylvania
$692K +$3.43K +67 +0.5%
HIS
103
Harvest Investment Services
Illinois
$672K +$672K +13,092 New
PPP
104
Private Portfolio Partners
New Jersey
$657K -$10.9K -212 -2%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$624K – – –
GIA
106
Gladstone Institutional Advisory
Florida
$609K -$485K -9,457 -44%
Creative Planning
107
Creative Planning
Kansas
$605K -$319K -6,215 -35%
CA
108
Calton & Associates
Florida
$581K +$21K +409 +4%
TRCT
109
Tower Research Capital (TRC)
New York
$576K -$165K -3,215 -22%
CAAS
110
Capital Asset Advisory Services
Michigan
$549K -$100K -1,952 -15%
EFL
111
ERn Financial LLC
Wisconsin
$544K +$256 +5 +0%
IWC
112
Integrated Wealth Concepts
Massachusetts
$525K +$64.3K +1,278 +14%
RJT
113
Raymond James Trust
Florida
$509K -$87.1K -1,697 -15%
WS
114
Wedbush Securities
California
$507K +$142K +2,770 +39%
FA
115
FDx Advisors
Illinois
$503K -$115K -2,253 -19%
BF
116
BOK Financial
Oklahoma
$501K -$1.64K -32 -0.3%
HighTower Advisors
117
HighTower Advisors
Illinois
$488K -$171K -3,341 -26%
9WM
118
9258 Wealth Management
Ohio
$467K +$208K +4,049 +80%
WEC
119
Winslow Evans & Crocker
Massachusetts
$452K – – –
Brown Advisory
120
Brown Advisory
Maryland
$449K +$449K +8,760 New
MNBTD
121
Moody National Bank Trust Division
Texas
$441K +$382K +7,432 +644%
PWP
122
Personal Wealth Partners
Minnesota
$437K +$212K +4,132 +94%
AWM
123
AE Wealth Management
Kansas
$423K +$61.3K +1,196 +17%
AW
124
ACG Wealth
Georgia
$408K +$2.31K +45 +0.6%
GWM
125
Geneos Wealth Management
Colorado
$394K +$33.4K +652 +9%
3 4
5
6 7