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Invesco S&P MidCap Low Volatility ETF

182 hedge funds and large institutions have $435M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 74 reducing their positions, and 25 closing their positions.

Holders
182
Holders Change
-5
Holders Change %
-2.67%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
39
Reduced
74
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
101
Truist Financial
North Carolina
$324K -$1.87M -38,004 -85%
DIA
102
Dana Investment Advisors
Wisconsin
$315K
Creative Planning
103
Creative Planning
Kansas
$314K -$18.3K -372 -6%
PB
104
Pinnacle Bancorp
Nebraska
$311K
IWC
105
Integrated Wealth Concepts
Massachusetts
$309K -$41.5K -844 -12%
SA
106
SRH Advisors
Kansas
$304K
AWM
107
Accel Wealth Management
Iowa
$301K +$393 +8 +0.1%
AFP
108
Ausdal Financial Partners
Iowa
$301K -$12.9K -262 -4%
IWM
109
IHT Wealth Management
Illinois
$295K -$14.5K -295 -5%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$294K -$121K -2,449 -29%
CIAS
111
CFS Investment Advisory Services
New Jersey
$291K +$291K +5,920 New
JWM
112
Janiczek Wealth Management
Colorado
$280K
DWMG
113
DB Wealth Management Group
California
$278K -$491K -9,980 -64%
RJT
114
Raymond James Trust
Florida
$271K -$55.4K -1,127 -17%
SPC
115
Sigma Planning Corp
Michigan
$271K -$49.7K -1,010 -16%
TFS
116
Thoroughbred Financial Services
Tennessee
$267K
AF
117
Allworth Financial
California
$255K +$204K +4,141 +396%
SWM
118
Solano Wealth Management
California
$254K
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$245K -$111K -2,257 -31%
PCFFS
120
Pacific Center for Financial Services
California
$244K -$639 -13 -0.3%
GWM
121
Gray Wealth Management
Maine
$243K -$66.6K -1,354 -22%
FA
122
Faithward Advisors
Pennsylvania
$235K -$2.95K -60 -1%
AWM
123
Aspire Wealth Management
Massachusetts
$234K +$1.13K +23 +0.5%
TC
124
Trilogy Capital
California
$230K
MCM
125
MAI Capital Management
Ohio
$227K