XMLV icon

Invesco S&P MidCap Low Volatility ETF

189 hedge funds and large institutions have $461M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 93 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+7
Holders Change %
+3.85%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
35
Reduced
93
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
101
Integrated Wealth Concepts
Massachusetts
$335K +$106 +2 +0%
SA
102
SRH Advisors
Kansas
$328K
AWM
103
Accel Wealth Management
Iowa
$326K +$798 +15 +0.2%
MWM
104
MorganRosel Wealth Management
Colorado
$324K -$204K -3,835 -39%
SFG
105
StrategIQ Financial Group
Indiana
$321K -$196K -3,679 -38%
CIAS
106
CFS Investment Advisory Services
New Jersey
$313K -$1.43K -27 -0.5%
JWM
107
Janiczek Wealth Management
Colorado
$303K
AFP
108
Ausdal Financial Partners
Iowa
$301K -$24.3K -456 -7%
RJT
109
Raymond James Trust
Florida
$293K
SWP
110
Stratos Wealth Partners
Ohio
$285K +$285K +5,352 New
SWM
111
Solano Wealth Management
California
$275K
GWM
112
Gray Wealth Management
Maine
$263K
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$262K -$2.55K -48 -1%
MCM
114
MAI Capital Management
Ohio
$253K +$7.76K +146 +3%
FA
115
Faithward Advisors
Pennsylvania
$250K -$157 -3 -0.1%
PCFFS
116
Pacific Center for Financial Services
California
$248K -$16.1K -302 -6%
MF
117
Meridian Financial
Massachusetts
$245K
TC
118
Trilogy Capital
California
$244K -$4.25K -80 -2%
TA
119
TrueWealth Advisors
Alabama
$244K +$479 +9 +0.2%
AWM
120
Aspire Wealth Management
Massachusetts
$241K -$12K -226 -5%
JPMorgan Chase & Co
121
JPMorgan Chase & Co
New York
$240K +$24.8K +467 +12%
AWA
122
Arete Wealth Advisors
Illinois
$237K +$237K +4,465 New
LT
123
Legacy Trust
Michigan
$235K
DAS
124
Dynamic Advisor Solutions
Arizona
$230K -$527 -10 -0.2%
SM
125
Sensible Money
Arizona
$227K