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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

184 hedge funds and large institutions have $390M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-9
Holders Change %
-4.66%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
47
Reduced
76
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
Sculati Wealth Management
Michigan
$4.81M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$3.28M
3
KAS
3
Kestra Advisory Services
Texas
$3.59M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.55M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$20.6M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$21.3M
2
CWM
2
Cornerstone Wealth Management
Missouri
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$31.1M
4
UBS Group
4
UBS Group
Switzerland
$17.2M
5
LPL Financial
5
LPL Financial
California
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNWAG
101
High Net Worth Advisory Group
Florida
$323K -$33.1K -600 -9%
DADC
102
D.A. Davidson & Co
Montana
$306K -$47.1K -852 -13%
PB
103
Pinnacle Bancorp
Nebraska
$289K – – –
KPWS
104
Kestra Private Wealth Services
Texas
$289K -$26.3K -476 -8%
JPMorgan Chase & Co
105
JPMorgan Chase & Co
New York
$279K +$82.1K +1,487 +42%
SP
106
Sequent Planning
Nebraska
$273K -$24K -437 -8%
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$273K – – –
RJT
108
Raymond James Trust
Florida
$265K – – –
MCM
109
MAI Capital Management
Ohio
$255K – – –
MF
110
Meridian Financial
Massachusetts
$255K – – –
OIA
111
OneDigital Investment Advisors
Kansas
$248K +$248K +4,490 New
PCFFS
112
Pacific Center for Financial Services
California
$246K -$5.97K -108 -2%
JWM
113
Janiczek Wealth Management
Colorado
$245K -$69.6K -1,260 -22%
LT
114
Legacy Trust
Michigan
$244K – – –
CB
115
Chris Bulman
California
$237K +$237K +4,284 New
SM
116
Sensible Money
Arizona
$236K – – –
ADL
117
Asset Dedication LLC
California
$236K +$236K +4,275 New
Truist Financial
118
Truist Financial
North Carolina
$227K -$607 -11 -0.3%
FA
119
Faithward Advisors
Pennsylvania
$227K -$34.9K -631 -13%
WI
120
WBI Investments
New Jersey
$227K -$126K -2,280 -36%
RFN
121
Redwood Financial Network
Ohio
$226K -$16.1K -291 -7%
TC
122
Trilogy Capital
California
$221K -$32.6K -590 -13%
BFG
123
Berger Financial Group
Minnesota
$213K -$2.6K -47 -1%
P
124
&Partners
Tennessee
$209K +$209K +3,778 New
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$206K -$1.6K -29 -0.8%
3 4
5
6 7