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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

180 hedge funds and large institutions have $1.27B invested in Invesco S&P MidCap Low Volatility ETF in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 71 increasing their positions, 35 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+35
Holders Change %
+24.14%
% of All Funds
3.9%
Holding in Top 10
13
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+333.33%
% of All Funds
0.28%
New
57
Increased
71
Reduced
35
Closed
21
Calls
–
Puts
$1.44M
Net Calls
-$1.44M
Net Calls Change
-$1.44M

Top Buyers

1
HI
Horizon Investments
North Carolina
$56.8M
2
Ameriprise
Ameriprise
Minnesota
$135M
3
Morgan Stanley
Morgan Stanley
New York
$76.6M
4
UBS Group
UBS Group
Switzerland
$68.1M
5
PWS
Paragon Wealth Strategies
Florida
$13.8M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$48.7M
2
HNB
Huntington National Bank
Ohio
$13.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$11.4M
4
WDL
Well Done LLC
Michigan
$0
5
CC
Claybrook Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
126
Simplicity Solutions
Minnesota
$320K +$320K +6,442 New
TFS
127
Thoroughbred Financial Services
Tennessee
$294K +$294K +5,925 New
PP
128
PDS Planning
Ohio
$293K – – –
DAS
129
Dynamic Advisor Solutions
Arizona
$281K +$281K +5,661 New
GVAG
130
Great Valley Advisor Group
Delaware
$277K +$277K +5,586 New
SFG
131
StrategIQ Financial Group
Indiana
$265K +$9.92K +200 +4%
MC
132
Moors & Cabot
Massachusetts
$265K +$265K +5,287 New
9WM
133
9258 Wealth Management
Ohio
$251K +$251K +5,059 New
CAN
134
Claraphi Advisory Network
United States
$238K +$238K +4,794 New
NA
135
NewEdge Advisors
Louisiana
$230K +$230K +4,632 New
BFEC
136
Benjamin F. Edwards & Company
Missouri
$229K +$18.1K +365 +9%
Cetera Investment Advisers
137
Cetera Investment Advisers
Illinois
$221K +$221K +4,476 New
AAMA
138
Advanced Asset Management Advisors
Ohio
$219K -$250K -5,021 -53%
PWP
139
Personal Wealth Partners
Minnesota
$219K +$219K +4,400 New
AAS
140
Avantax Advisory Services
Texas
$214K +$214K +4,314 New
BRWA
141
B. Riley Wealth Advisors
Florida
$211K +$211K +4,234 New
AA
142
Advisory Alpha
Michigan
$207K -$2.53K -50 -1%
REMPR
143
Roof Eidam Maycock Peralta (REMP)
California
$205K +$205K +4,120 New
GLA
144
Good Life Advisors
Pennsylvania
$204K +$204K +4,103 New
DIA
145
Dana Investment Advisors
Wisconsin
$201K +$201K +4,050 New
Daiwa Securities Group
146
Daiwa Securities Group
Japan
$199K +$29.9K +600 +18%
FANJ
147
Financial Architects (New Jersey)
New Jersey
$192K +$39.9K +805 +26%
JPMorgan Chase & Co
148
JPMorgan Chase & Co
New York
$134K -$60.7K -1,219 -31%
IA
149
IFP Advisors
Florida
$113K -$1.53M -31,130 -93%
FHA
150
Flagship Harbor Advisors
Massachusetts
$84K +$1.99K +40 +2%
4 5
6
7 8