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Invesco S&P MidCap Low Volatility ETF

190 hedge funds and large institutions have $484M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-8
Holders Change %
-4.04%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
51
Reduced
73
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PBF
101
Petix & Botte Financial
California
$354K +$354K +6,760 New
DIA
102
Dana Investment Advisors
Wisconsin
$353K
RJT
103
Raymond James Trust
Florida
$348K -$1.94K -37 -0.6%
IWM
104
IHT Wealth Management
Illinois
$347K -$51.6K -984 -13%
GWM
105
Gray Wealth Management
Maine
$345K
AFP
106
Ausdal Financial Partners
Iowa
$333K +$943 +18 +0.3%
PB
107
Pinnacle Bancorp
Nebraska
$332K
AWM
108
AE Wealth Management
Kansas
$326K -$10.9K -208 -3%
SA
109
SRH Advisors
Kansas
$324K
AWM
110
Accel Wealth Management
Iowa
$320K +$60.9K +1,162 +24%
FHA
111
First Horizon Advisors
Tennessee
$298K -$7.49K -143 -2%
JWM
112
Janiczek Wealth Management
Colorado
$297K -$4.17M -80,267 -93%
APP
113
Avantax Planning Partners
Iowa
$285K
KWM
114
Kingsview Wealth Management
Oregon
$284K
TFS
115
Thoroughbred Financial Services
Tennessee
$284K
TA
116
TrueWealth Advisors
Alabama
$277K -$879K -16,766 -76%
SWM
117
Solano Wealth Management
California
$271K +$271K +5,169 New
FA
118
Faithward Advisors
Pennsylvania
$261K -$33.9K -669 -11%
PCFFS
119
Pacific Center for Financial Services
California
$260K +$260K +4,955 New
PD
120
Planning Directions
Pennsylvania
$259K +$1.73K +33 +0.7%
DAS
121
Dynamic Advisor Solutions
Arizona
$248K
JPMorgan Chase & Co
122
JPMorgan Chase & Co
New York
$246K
TC
123
Trilogy Capital
California
$245K
MCM
124
MAI Capital Management
Ohio
$242K
MF
125
Meridian Financial
Massachusetts
$242K