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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

186 hedge funds and large institutions have $415M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 79 reducing their positions, and 14 closing their positions.

Holders
186
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
2.69%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
48
Reduced
79
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$11.4M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.03M
3
SWM
3
Sculati Wealth Management
Michigan
$7.66M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$2.22M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.11M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$24.2M
4
Bank of America
4
Bank of America
North Carolina
$6.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$478K
Name Market Value Shares Shares
Change 		Shares
Change %
PB
101
Pinnacle Bancorp
Nebraska
$319K 5,230 – –
Fidelity Investments
102
Fidelity Investments
Massachusetts
$318K 5,217 +1,774 +52%
KPWS
103
Kestra Private Wealth Services
Texas
$317K 5,191 -33 -0.6%
CIAS
104
CFS Investment Advisory Services
New Jersey
$315K 5,168 +5,168 New
P
105
&Partners
Tennessee
$314K 5,147 +1,369 +36%
CAP
106
Columbia Advisory Partners
Washington
$311K 5,092 +5,092 New
MFGM
107
Marshall Financial Group (Maryland)
Maryland
$307K 5,030 +5,030 New
SWP
108
Stratos Wealth Partners
Ohio
$306K 5,013 +1,348 +37%
WAP
109
Wealthcare Advisory Partners
Pennsylvania
$301K 4,935 – –
JPMorgan Chase & Co
110
JPMorgan Chase & Co
New York
$300K 4,919 -123 -2%
HNWAG
111
High Net Worth Advisory Group
Florida
$296K 4,850 -1,000 -17%
RJT
112
Raymond James Trust
Florida
$293K 4,802 – –
IA
113
Inspire Advisors
Idaho
$285K 4,677 -7,896 -63%
MCM
114
MAI Capital Management
Ohio
$282K 4,620 – –
MF
115
Meridian Financial
Massachusetts
$282K 4,612 – –
WI
116
WBI Investments
New Jersey
$274K 4,492 +390 +10%
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$274K 4,492 +1,870 +71%
OIA
118
OneDigital Investment Advisors
Kansas
$274K 4,490 – –
PCFFS
119
Pacific Center for Financial Services
California
$273K 4,476 +13 +0.3%
LT
120
Legacy Trust
Michigan
$269K 4,414 – –
SM
121
Sensible Money
Arizona
$261K 4,275 – –
ADL
122
Asset Dedication LLC
California
$261K 4,275 – –
CB
123
Chris Bulman
California
$252K 4,124 -160 -4%
FA
124
Faithward Advisors
Pennsylvania
$251K 4,106 +4 +0.1%
RFN
125
Redwood Financial Network
Ohio
$237K 3,877 -209 -5%
3 4
5
6 7