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Invesco S&P MidCap Low Volatility ETF

229 hedge funds and large institutions have $1.25B invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-26
Holders Change %
-10.2%
% of All Funds
5.06%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.33%
New
39
Increased
84
Reduced
83
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$476K -$4.9K -125 -1%
PPP
127
Private Portfolio Partners
New Jersey
$475K -$25.1K -631 -5%
KWM
128
Kingsview Wealth Management
Oregon
$475K +$117K +2,927 +33%
AFP
129
Ausdal Financial Partners
Iowa
$453K -$60.3K -1,479 -12%
RIL
130
Rothschild Investment LLC
Illinois
$425K -$14.3K -360 -3%
PWP
131
Personal Wealth Partners
Minnesota
$422K
NFG
132
Next Financial Group
Texas
$416K +$126K +3,171 +44%
IWC
133
Integrated Wealth Concepts
Massachusetts
$410K +$1.35K +34 +0.3%
EC
134
Estate Counselors
Wisconsin
$400K -$6.84M -171,800 -94%
Brown Advisory
135
Brown Advisory
Maryland
$394K
BSAM
136
Blue Sky Asset Management
Colorado
$381K -$1.1M -27,679 -74%
BF
137
BOK Financial
Oklahoma
$378K -$105K -2,639 -22%
EWM
138
EPG Wealth Management
Georgia
$376K +$376K +9,449 New
PBF
139
Petix & Botte Financial
California
$375K -$15.1K -380 -4%
CSPIA
140
Cary Street Partners Investment Advisory
Virginia
$370K +$370K +9,313 New
MNBTD
141
Moody National Bank Trust Division
Texas
$368K +$1.47K +37 +0.4%
CAN
142
Claraphi Advisory Network
United States
$357K +$52.9K +1,326 +17%
GRP
143
Global Retirement Partners
California
$352K +$224K +5,619 +175%
JIP
144
Jaffetilchin Investment Partners
Florida
$338K -$518 -13 -0.2%
AAS
145
Avantax Advisory Services
Texas
$333K +$48.4K +1,224 +17%
TFS
146
Thoroughbred Financial Services
Tennessee
$320K +$31.1K +783 +11%
RJT
147
Raymond James Trust
Florida
$317K +$2.94K +74 +0.9%
BRWA
148
B. Riley Wealth Advisors
Florida
$314K -$934K -23,428 -75%
DBRC
149
D.B. Root & Company
Pennsylvania
$296K +$2.07K +52 +0.7%
GCMG
150
Gyroscope Capital Management Group
Florida
$289K -$10.3K -259 -3%