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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

198 hedge funds and large institutions have $841M invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 90 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-4
Holders Change %
-1.98%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
22
Increased
60
Reduced
90
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWA
1
JFS Wealth Advisors
Pennsylvania
$10.8M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$10.2M
3
SWAG
3
Spectrum Wealth Advisory Group
California
$16.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$17.6M
5
AAS
5
Avantax Advisory Services
Texas
$4.07M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.58M
2
Ameriprise
2
Ameriprise
Minnesota
$84.2M
3
Wells Fargo
3
Wells Fargo
California
$27.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$15.5M
5
LPL Financial
5
LPL Financial
California
$61.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
101
Smith, Moore & Co
Missouri
$524K -$3.03M -72,598 -85%
Mariner
102
Mariner
Kansas
$522K -$173K -4,162 -25%
SS
103
Simplicity Solutions
Minnesota
$511K +$511K +12,276 New
Citadel Advisors
104
Citadel Advisors
Florida
$495K -$419K -10,051 -46%
VF
105
Virtu Financial
New York
$478K +$105K +2,516 +28%
CAN
106
Claraphi Advisory Network
United States
$462K +$45.6K +1,094 +11%
GRP
107
Global Retirement Partners
California
$461K +$105K +2,518 +29%
MNBTD
108
Moody National Bank Trust Division
Texas
$456K -$34.8K -836 -7%
9WM
109
9258 Wealth Management
Ohio
$440K -$118K -2,847 -21%
WWM
110
Western Wealth Management
Colorado
$433K -$1.05M -25,249 -71%
IWC
111
Integrated Wealth Concepts
Massachusetts
$415K -$1.71K -41 -0.4%
SWM
112
Sculati Wealth Management
Michigan
$415K +$131K +3,146 +46%
JWCA
113
J.W. Cole Advisors
Florida
$399K +$399K +9,588 New
FHA
114
First Horizon Advisors
Tennessee
$397K +$88K +2,113 +28%
JCM
115
Jacobi Capital Management
Pennsylvania
$391K -$83.3K -1,998 -18%
SHJ
116
Sharkey, Howes & Javer
Colorado
$390K -$265K -6,371 -40%
AFP
117
Ausdal Financial Partners
Iowa
$384K -$147K -3,539 -28%
IA
118
IFP Advisors
Florida
$366K +$201K +4,938 +121%
RIL
119
Rothschild Investment LLC
Illinois
$365K -$79.1K -1,900 -18%
Brown Advisory
120
Brown Advisory
Maryland
$365K -$22.4K -537 -6%
PPP
121
Private Portfolio Partners
New Jersey
$364K -$48.8K -1,171 -12%
PBF
122
Petix & Botte Financial
California
$349K -$434K -10,439 -55%
LWAC
123
Laurel Wealth Advisors (California)
California
$338K -$4.28M -102,622 -93%
WAP
124
Wealthcare Advisory Partners
Pennsylvania
$333K -$28.5K -683 -8%
NFG
125
Next Financial Group
Texas
$332K -$27.7K -666 -8%
3 4
5
6 7