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Invesco S&P MidCap Low Volatility ETF

193 hedge funds and large institutions have $412M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 86 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
42
Reduced
86
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
101
Integrated Wealth Concepts
Massachusetts
$336K -$19.3K -342 -5%
GSIAS
102
Garden State Investment Advisory Services
New Jersey
$329K -$63.5K -1,132 -16%
JWM
103
Janiczek Wealth Management
Colorado
$322K
KPWS
104
Kestra Private Wealth Services
Texas
$322K -$160K -2,831 -33%
Creative Planning
105
Creative Planning
Kansas
$308K -$47K -834 -13%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$308K -$65.3K -1,157 -17%
SP
107
Sequent Planning
Nebraska
$305K +$305K +5,415 New
CIAS
108
CFS Investment Advisory Services
New Jersey
$299K -$33.7K -597 -10%
PB
109
Pinnacle Bancorp
Nebraska
$295K -$62K -1,100 -17%
SWP
110
Stratos Wealth Partners
Ohio
$295K -$6.94K -123 -2%
SWM
111
Solano Wealth Management
California
$281K -$10.7K -189 -4%
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$278K
RJT
113
Raymond James Trust
Florida
$271K -$40K -710 -13%
FA
114
Faithward Advisors
Pennsylvania
$267K -$2.14K -38 -0.8%
MCM
115
MAI Capital Management
Ohio
$261K -$8.23K -146 -3%
MF
116
Meridian Financial
Massachusetts
$260K
TC
117
Trilogy Capital
California
$259K
PCFFS
118
Pacific Center for Financial Services
California
$258K -$4.91K -87 -2%
SPC
119
Sigma Planning Corp
Michigan
$252K +$252K +4,473 New
LT
120
Legacy Trust
Michigan
$249K
RFN
121
Redwood Financial Network
Ohio
$247K +$6.71K +119 +3%
SM
122
Sensible Money
Arizona
$241K
Truist Financial
123
Truist Financial
North Carolina
$232K -$1.35K -24 -0.6%
AWM
124
Aspire Wealth Management
Massachusetts
$231K -$24.3K -431 -10%
GWM
125
Gray Wealth Management
Maine
$230K -$48.5K -860 -17%