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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

207 hedge funds and large institutions have $651M invested in Invesco S&P MidCap Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 56 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+21
Holders Change %
+11.29%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
50
Increased
56
Reduced
75
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWAG
Polaris Wealth Advisory Group
California
$4.37M
2
BCM
BlueCrest Capital Management
Jersey
$3.61M
3
CA
Calton & Associates
Florida
$2.88M
4
KPWS
Kestra Private Wealth Services
Texas
$7.38M
5
GIA
Gladstone Institutional Advisory
Florida
$1.69M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$30.5M
2
HNB
Huntington National Bank
Ohio
$10.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$7.01M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
RJA
Raymond James & Associates
Florida
$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
101
World Investment Advisors
California
$531K +$252K +4,664 +90%
AAS
102
Avantax Advisory Services
Texas
$526K -$65.8K -1,125 -11%
EFS
103
Essex Financial Services
Connecticut
$524K +$524K +8,957 New
JCM
104
Jacobi Capital Management
Pennsylvania
$523K +$1.34K +23 +0.3%
DWMG
105
DB Wealth Management Group
California
$509K -$389K -6,664 -43%
DAS
106
Dynamic Advisor Solutions
Arizona
$477K +$477K +8,160 New
KWM
107
Kingsview Wealth Management
Oregon
$476K -$144K -2,470 -23%
TRCT
108
Tower Research Capital (TRC)
New York
$461K -$1.81M -30,952 -80%
PFS
109
Prospera Financial Services
Texas
$458K -$15.6K -267 -3%
RJT
110
Raymond James Trust
Florida
$458K – – –
HNWAG
111
High Net Worth Advisory Group
Florida
$455K +$455K +7,786 New
TA
112
TKG Advisors
Indiana
$452K +$452K +7,734 New
EFL
113
ERn Financial LLC
Wisconsin
$450K -$935 -16 -0.2%
SWP
114
Stratos Wealth Partners
Ohio
$450K +$450K +7,691 New
DADC
115
D.A. Davidson & Co
Montana
$449K +$18.4K +314 +4%
TWM
116
Tradition Wealth Management
Minnesota
$444K +$584 +10 +0.1%
Creative Planning
117
Creative Planning
Kansas
$436K +$137K +2,336 +46%
FA
118
Faithward Advisors
Pennsylvania
$428K -$162K -2,763 -27%
PPP
119
Private Portfolio Partners
New Jersey
$416K -$17.6K -301 -4%
SPP
120
Single Point Partners
Massachusetts
$414K +$414K +7,085 New
GWM
121
Gray Wealth Management
Maine
$414K +$414K +7,086 New
PD
122
Planning Directions
Pennsylvania
$410K +$1.17K +20 +0.3%
AFP
123
Ausdal Financial Partners
Iowa
$404K -$115K -1,965 -22%
PBF
124
Petix & Botte Financial
California
$395K +$395K +6,755 New
DIA
125
Dana Investment Advisors
Wisconsin
$393K – – –
3 4
5
6 7