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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 $603M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+15
Holders Change %
+8.2%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
34
Increased
60
Reduced
74
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$29.5M
2
Mariner
2
Mariner
Kansas
$4.33M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.85M
4
Bank of America
4
Bank of America
North Carolina
$16.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.6M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$10.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$40M
3
LPL Financial
3
LPL Financial
California
$40M
4
CPA
4
Capital Planning Advisors
California
$22.5M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
101
Jane Street
New York
$455K -$222K -4,145 -33%
SPC
102
Sigma Planning Corp
Michigan
$444K -$89.6K -1,675 -17%
TA
103
TKG Advisors
Indiana
$438K -$30.7K -573 -7%
AAS
104
Avantax Advisory Services
Texas
$433K +$6.69K +125 +2%
EFL
105
ERn Financial LLC
Wisconsin
$412K – – –
IWM
106
IHT Wealth Management
Illinois
$407K -$57.4K -1,074 -12%
JCM
107
Jacobi Capital Management
Pennsylvania
$375K -$31.6K -591 -8%
DADC
108
D.A. Davidson & Co
Montana
$373K -$321 -6 -0.1%
PFS
109
Prospera Financial Services
Texas
$371K -$6.15K -115 -2%
PFA
110
Petra Financial Advisors
Colorado
$368K +$368K +6,876 New
DIA
111
Dana Investment Advisors
Wisconsin
$360K – – –
RJT
112
Raymond James Trust
Florida
$357K – – –
PPP
113
Private Portfolio Partners
New Jersey
$357K -$1.34K -25 -0.4%
GWM
114
Gray Wealth Management
Maine
$352K -$26.7K -500 -7%
Creative Planning
115
Creative Planning
Kansas
$348K +$28K +524 +9%
AWM
116
AE Wealth Management
Kansas
$344K +$46.6K +872 +16%
AFP
117
Ausdal Financial Partners
Iowa
$339K +$588 +11 +0.2%
PB
118
Pinnacle Bancorp
Nebraska
$339K – – –
SA
119
SRH Advisors
Kansas
$330K – – –
FHA
120
First Horizon Advisors
Tennessee
$312K -$33.7K -630 -10%
FA
121
Faithward Advisors
Pennsylvania
$312K -$35.9K -672 -10%
LI
122
LMCG Investments
Massachusetts
$309K +$31.6K +590 +11%
HWMA
123
Heritage Wealth Management (Arizona)
Arizona
$302K +$151K +2,825 +100%
APP
124
Avantax Planning Partners
Iowa
$291K +$291K +5,441 New
KWM
125
Kingsview Wealth Management
Oregon
$290K -$8.02K -150 -3%
3 4
5
6 7