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Invesco S&P MidCap Low Volatility ETF

229 hedge funds and large institutions have $1.25B invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-26
Holders Change %
-10.2%
% of All Funds
5.06%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.33%
New
39
Increased
84
Reduced
83
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
101
D.A. Davidson & Co
Montana
$937K +$39.8K +998 +4%
BWA
102
Beam Wealth Advisors
Louisiana
$924K +$415K +10,429 +82%
AIC
103
Ameritas Investment Company
Nebraska
$909K +$909K +23,191 New
HIS
104
Harvest Investment Services
Illinois
$864K -$1.83M -46,036 -68%
Prudential Financial
105
Prudential Financial
New Jersey
$845K +$190K +4,775 +29%
HF
106
HRT Financial
New York
$796K +$796K +20,000 New
SWP
107
Stratos Wealth Partners
Ohio
$773K +$70.7K +1,776 +10%
CG
108
Caprock Group
Idaho
$760K +$760K +19,091 New
FFBTD
109
First Financial Bank - Trust Division
Ohio
$755K
CFA
110
Carroll Financial Associates
North Carolina
$747K +$68K +1,709 +10%
CAN
111
Cetera Advisor Networks
California
$703K -$1.08M -27,228 -61%
CIBC World Market
112
CIBC World Market
Ontario, Canada
$695K -$1.39M -34,847 -67%
MAFM
113
Mid Atlantic Financial Management
Pennsylvania
$690K +$112K +2,803 +19%
N
114
Natixis
France
$687K +$296K +7,426 +76%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$624K
Mariner
116
Mariner
Kansas
$606K -$650K -16,325 -52%
SSWM
117
Sheets Smith Wealth Management
North Carolina
$600K
9WM
118
9258 Wealth Management
Ohio
$573K +$29.6K +704 +5%
SS
119
Simplicity Solutions
Minnesota
$554K -$3.87M -97,167 -87%
TSS
120
Two Sigma Securities
New York
$539K +$539K +13,525 New
WAP
121
Wealthcare Advisory Partners
Pennsylvania
$513K -$183K -4,588 -26%
CC
122
Courier Capital
New York
$493K -$699K -17,486 -59%
HC
123
HNP Capital
New York
$493K +$493K +12,326 New
Creative Planning
124
Creative Planning
Kansas
$492K -$14.1K -353 -3%
JCM
125
Jacobi Capital Management
Pennsylvania
$481K -$62.4K -1,568 -11%