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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

255 hedge funds and large institutions have $2.02B invested in Invesco S&P MidCap Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 115 increasing their positions, 46 reducing their positions, and 17 closing their positions.

Holders
255
Holders Change
+49
Holders Change %
+23.79%
% of All Funds
5.04%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.47%
New
70
Increased
115
Reduced
46
Closed
17
Calls
–
Puts
$1.44M
Net Calls
-$1.44M
Net Calls Change
-$10K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$126M
2
PFG
2
Pacific Financial Group
Washington
$51.1M
3
Ameriprise
3
Ameriprise
Minnesota
$209M
4
BA
4
BCM Advisors
Louisiana
$30.2M
5
Wells Fargo
5
Wells Fargo
California
$127M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$21.4M
2
FHC
2
First Heartland Consultants
Missouri
$14.2M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$0
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$368K
5
HNB
5
Huntington National Bank
Ohio
$5.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
101
Level Four Advisory Services
Texas
$1.98M +$1.98M +36,774 New
LWAC
102
Laurel Wealth Advisors (California)
California
$1.91M +$1.91M +35,513 New
HR
103
Howe & Rusling
New York
$1.87M +$171K +3,184 +10%
FA
104
Faithward Advisors
Pennsylvania
$1.74M -$59K -1,097 -3%
Mariner
105
Mariner
Kansas
$1.7M +$885K +16,441 +109%
BRWA
106
B. Riley Wealth Advisors
Florida
$1.69M +$174K +3,237 +12%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$1.65M +$263K +4,895 +19%
PSF
108
Pacific Sun Financial
California
$1.63M -$49.4K -917 -3%
CC
109
Courier Capital
New York
$1.58M +$28.8K +542 +2%
RCS
110
Retirement Capital Strategies
California
$1.56M -$207K -3,852 -12%
SWAG
111
Spectrum Wealth Advisory Group
California
$1.56M +$90.1K +1,675 +6%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$1.52M +$53.3K +990 +4%
PWM
113
Provident Wealth Management
Tennessee
$1.51M +$1.51M +28,039 New
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$1.49M +$1.49M +27,760 New
WI
115
Wintrust Investments
Illinois
$1.38M +$23.2K +432 +2%
AI
116
Atria Investments
North Carolina
$1.36M -$565K -10,502 -29%
GA
117
Gateway Advisory
New Jersey
$1.28M – – –
CAAS
118
Capital Asset Advisory Services
Michigan
$1.26M +$372K +6,776 +42%
DADC
119
D.A. Davidson & Co
Montana
$1.21M -$63K -1,170 -5%
NFG
120
Nations Financial Group
Iowa
$1.17M +$40.9K +761 +4%
LFPWM
121
Leicht Financial Planning & Wealth Management
New Jersey
$1.06M -$423K -7,864 -28%
SAG
122
Spotlight Asset Group
Illinois
$1.06M +$1.06M +24,170 New
FFBTD
123
First Financial Bank - Trust Division
Ohio
$1.02M – – –
TRCT
124
Tower Research Capital (TRC)
New York
$998K +$344K +6,393 +53%
SWP
125
Stratos Wealth Partners
Ohio
$949K +$78.6K +1,460 +9%
3 4
5
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