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Invesco S&P MidCap Low Volatility ETF

202 hedge funds and large institutions have $1.05B invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 83 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-27
Holders Change %
-11.79%
% of All Funds
4.15%
Holding in Top 10
7
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-53.33%
% of All Funds
0.14%
New
20
Increased
71
Reduced
83
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFN
126
RDA Financial Network
Iowa
$318K +$39.1K +947 +14%
DBRC
127
D.B. Root & Company
Pennsylvania
$310K +$2.97K +72 +1%
FHA
128
First Horizon Advisors
Tennessee
$307K +$202K +4,874 +191%
EFL
129
ERn Financial LLC
Wisconsin
$295K
GWM
130
Gray Wealth Management
Maine
$293K +$7.44K +180 +3%
BAM
131
Belpointe Asset Management
Nevada
$292K +$1.53K +37 +0.5%
NL
132
NWAM LLC
Washington
$286K +$286K +6,914 New
SPP
133
Single Point Partners
Massachusetts
$284K +$124 +3 +0%
SWM
134
Sculati Wealth Management
Michigan
$282K +$282K +6,820 New
BRWA
135
B. Riley Wealth Advisors
Florida
$281K -$45.9K -1,106 -14%
SA
136
SRH Advisors
Kansas
$277K
DADC
137
D.A. Davidson & Co
Montana
$271K -$702K -16,967 -72%
WEC
138
Winslow Evans & Crocker
Massachusetts
$271K
FPGK
139
Financial Partners Group (Kansas)
Kansas
$266K
EWM
140
EPG Wealth Management
Georgia
$262K -$129K -3,116 -33%
CBFP
141
Cedar Brook Financial Partners
Ohio
$259K +$12.4K +300 +5%
CSPIA
142
Cary Street Partners Investment Advisory
Virginia
$254K -$131K -3,165 -34%
PD
143
Planning Directions
Pennsylvania
$253K +$253K +6,120 New
DIA
144
Dana Investment Advisors
Wisconsin
$250K +$9.92K +240 +4%
FPFS
145
First Personal Financial Services
North Carolina
$248K
RI
146
Ridgewood Investments
New Jersey
$230K -$19.8K -478 -8%
WWM
147
WT Wealth Management
Arizona
$225K +$12.5K +302 +6%
BF
148
BOK Financial
Oklahoma
$221K -$172K -4,150 -44%
SFWA
149
Summit Financial Wealth Advisors
Louisiana
$219K +$219K +5,343 New
US Bancorp
150
US Bancorp
Minnesota
$205K +$57.9K +1,400 +39%