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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

187 hedge funds and large institutions have $473M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 74 reducing their positions, and 18 closing their positions.

Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
48
Reduced
74
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$4.02M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$22.2M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$3.6M
4
Jane Street
4
Jane Street
New York
$3.14M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$28.2M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$14.4M
2
MCC
2
Money Concepts Capital
Florida
$0
3
Wells Fargo
3
Wells Fargo
California
$12.4M
4
MWM
4
MorganRosel Wealth Management
Colorado
$509K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
101
Raymond James Trust
Florida
$344K – – –
WWM
102
Western Wealth Management
Colorado
$338K -$230K -4,443 -40%
SPC
103
Sigma Planning Corp
Michigan
$337K -$88.6K -1,712 -21%
DIA
104
Dana Investment Advisors
Wisconsin
$331K -$16.9K -327 -5%
AFP
105
Ausdal Financial Partners
Iowa
$330K +$932 +18 +0.3%
TSS
106
Two Sigma Securities
New York
$329K +$329K +6,357 New
PB
107
Pinnacle Bancorp
Nebraska
$328K – – –
GWM
108
Gray Wealth Management
Maine
$326K -$15K -289 -4%
IWM
109
IHT Wealth Management
Illinois
$325K -$17.7K -343 -5%
SA
110
SRH Advisors
Kansas
$324K – – –
AWM
111
Accel Wealth Management
Iowa
$316K +$466 +9 +0.1%
JWM
112
Janiczek Wealth Management
Colorado
$295K -$1.09K -21 -0.4%
TFS
113
Thoroughbred Financial Services
Tennessee
$281K – – –
AC
114
Avestar Capital
New York
$273K +$273K +5,278 New
SWM
115
Solano Wealth Management
California
$267K – – –
PCFFS
116
Pacific Center for Financial Services
California
$257K +$932 +18 +0.4%
FA
117
Faithward Advisors
Pennsylvania
$255K -$17.1K -325 -6%
TC
118
Trilogy Capital
California
$250K – – –
ASN
119
Advisory Services Network
Georgia
$245K +$103K +1,989 +72%
AWM
120
Aspire Wealth Management
Massachusetts
$245K -$878K -16,964 -78%
DAS
121
Dynamic Advisor Solutions
Arizona
$242K -$3.11K -60 -1%
MCM
122
MAI Capital Management
Ohio
$239K – – –
MF
123
Meridian Financial
Massachusetts
$239K – – –
TA
124
TrueWealth Advisors
Alabama
$235K -$37.9K -732 -14%
PPP
125
Private Portfolio Partners
New Jersey
$233K -$2.59K -50 -1%
3 4
5
6 7