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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

206 hedge funds and large institutions have $1.62B invested in Invesco S&P MidCap Low Volatility ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 111 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+16
Holders Change %
+8.42%
% of All Funds
4.52%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
39
Increased
111
Reduced
37
Closed
23
Calls
–
Puts
$1.43M
Net Calls
-$1.43M
Net Calls Change
+$3K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$182M
2
Wells Fargo
2
Wells Fargo
California
$110M
3
LPL Financial
3
LPL Financial
California
$99.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$70.3M
5
TC
5
Trilogy Capital
California
$19.4M

Top Sellers

1
PI
1
PFS Investments
Georgia
$14.4M
2
HNB
2
Huntington National Bank
Ohio
$5.6M
3
CI
3
CX Institutional
Indiana
$13M
4
CCP
4
Cardan Capital Partners
Colorado
$0
5
RCS
5
Retirement Capital Strategies
California
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFBTD
101
First Financial Bank - Trust Division
Ohio
$998K – – –
GTAM
102
Global Trust Asset Management
Florida
$986K +$206K +3,908 +26%
PGA
103
Premia Global Advisors
Florida
$975K -$54.1K -1,028 -5%
OMC
104
Old Mission Capital
Illinois
$974K +$974K +18,510 New
VA
105
Valmark Advisers
Ohio
$922K +$922K +17,516 New
DIM
106
Delta Investment Management
California
$912K +$912K +17,348 New
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$895K -$15K -285 -2%
SWP
108
Stratos Wealth Partners
Ohio
$851K -$3.9M -74,084 -82%
CAAS
109
Capital Asset Advisory Services
Michigan
$847K +$283K +5,384 +50%
Prudential Financial
110
Prudential Financial
New Jersey
$844K -$6.63K -126 -0.8%
CFA
111
Carroll Financial Associates
North Carolina
$826K +$14.7K +280 +2%
Mariner
112
Mariner
Kansas
$794K +$8.78K +167 +1%
SSWM
113
Sheets Smith Wealth Management
North Carolina
$792K +$792K +15,062 New
MAFM
114
Mid Atlantic Financial Management
Pennsylvania
$767K +$30.7K +583 +4%
JCM
115
Jacobi Capital Management
Pennsylvania
$714K +$3.37K +64 +0.5%
IA
116
IFP Advisors
Florida
$708K +$708K +13,586 New
HighTower Advisors
117
HighTower Advisors
Illinois
$686K +$181K +3,415 +36%
PPP
118
Private Portfolio Partners
New Jersey
$667K -$6.84K -130 -1%
IWM
119
IHT Wealth Management
Illinois
$661K +$391K +7,428 +144%
Creative Planning
120
Creative Planning
Kansas
$648K +$26.8K +510 +4%
TRCT
121
Tower Research Capital (TRC)
New York
$639K +$47.3K +899 +8%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$624K – – –
GIA
123
Gladstone Institutional Advisory
Florida
$589K -$35.5K -675 -6%
IA
124
IFG Advisory
Georgia
$580K +$580K +11,029 New
EFL
125
ERn Financial LLC
Wisconsin
$573K +$15.2K +288 +3%
3 4
5
6 7