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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

255 hedge funds and large institutions have $2.02B invested in Invesco S&P MidCap Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 115 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+49
Holders Change %
+23.79%
% of All Funds
5.04%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.47%
New
70
Increased
115
Reduced
46
Closed
17
Calls
–
Puts
$1.44M
Net Calls
-$1.44M
Net Calls Change
-$10K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$126M
2
PFG
2
Pacific Financial Group
Washington
$51.1M
3
Ameriprise
3
Ameriprise
Minnesota
$209M
4
BA
4
BCM Advisors
Louisiana
$30.2M
5
Wells Fargo
5
Wells Fargo
California
$127M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$21.4M
2
FHC
2
First Heartland Consultants
Missouri
$14.2M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$0
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$368K
5
HNB
5
Huntington National Bank
Ohio
$5.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
126
WBI Investments
New Jersey
$942K +$555K +10,327 +144%
WAP
127
Wealthcare Advisory Partners
Pennsylvania
$940K +$24.6K +458 +3%
CFA
128
Carroll Financial Associates
North Carolina
$918K +$73K +1,358 +9%
Prudential Financial
129
Prudential Financial
New Jersey
$885K +$22.1K +411 +3%
CAS
130
Cascadia Advisory Services
Oregon
$869K +$869K +16,143 New
GTAM
131
Global Trust Asset Management
Florida
$859K -$149K -2,779 -15%
SSWM
132
Sheets Smith Wealth Management
North Carolina
$810K – – –
MAFM
133
Mid Atlantic Financial Management
Pennsylvania
$782K -$2.64K -49 -0.3%
TCWM
134
Total Clarity Wealth Management
Illinois
$754K +$754K +14,021 New
JCM
135
Jacobi Capital Management
Pennsylvania
$734K +$4.57K +85 +0.6%
9WM
136
9258 Wealth Management
Ohio
$696K +$113K +2,106 +19%
BWA
137
Beam Wealth Advisors
Louisiana
$687K +$687K +12,770 New
Creative Planning
138
Creative Planning
Kansas
$683K +$21.1K +392 +3%
AFP
139
Ausdal Financial Partners
Iowa
$683K +$193K +3,550 +39%
AFWM
140
AMJ Financial Wealth Management
Virginia
$683K +$683K +12,692 New
PPP
141
Private Portfolio Partners
New Jersey
$676K -$6.62K -123 -1%
GWM
142
Geneos Wealth Management
Colorado
$657K +$113K +2,109 +21%
BF
143
BOK Financial
Oklahoma
$653K +$127K +2,351 +24%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$624K – – –
IA
145
IFG Advisory
Georgia
$624K +$31.4K +585 +5%
RIL
146
Rothschild Investment LLC
Illinois
$593K +$29.6K +550 +5%
EFL
147
ERn Financial LLC
Wisconsin
$592K +$5.39K +100 +0.9%
BP
148
Ballentine Partners
Massachusetts
$592K +$174K +3,236 +42%
PWP
149
Personal Wealth Partners
Minnesota
$570K +$44.6K +830 +8%
IWC
150
Integrated Wealth Concepts
Massachusetts
$553K -$14K -260 -2%
4 5
6
7 8