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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

198 hedge funds and large institutions have $841M invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 90 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-4
Holders Change %
-1.98%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
22
Increased
60
Reduced
90
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWA
1
JFS Wealth Advisors
Pennsylvania
$10.8M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$10.2M
3
SWAG
3
Spectrum Wealth Advisory Group
California
$16.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$17.6M
5
AAS
5
Avantax Advisory Services
Texas
$4.07M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.58M
2
Ameriprise
2
Ameriprise
Minnesota
$84.2M
3
Wells Fargo
3
Wells Fargo
California
$27.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$15.5M
5
LPL Financial
5
LPL Financial
California
$61.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
126
Raymond James Trust
Florida
$332K – – –
RFN
127
RDA Financial Network
Iowa
$321K +$375 +9 +0.1%
KPWS
128
Kestra Private Wealth Services
Texas
$315K +$315K +7,570 New
DBRC
129
D.B. Root & Company
Pennsylvania
$314K +$2.12K +51 +0.7%
SPP
130
Single Point Partners
Massachusetts
$306K +$19.5K +467 +7%
EFL
131
ERn Financial LLC
Wisconsin
$297K – – –
GWM
132
Gray Wealth Management
Maine
$294K – – –
CC
133
Courier Capital
New York
$287K -$210K -4,804 -42%
SA
134
SRH Advisors
Kansas
$279K – – –
PCFFS
135
Pacific Center for Financial Services
California
$270K -$5.13M -123,113 -95%
CSPIA
136
Cary Street Partners Investment Advisory
Virginia
$260K +$3.83K +92 +1%
FPFS
137
First Personal Financial Services
North Carolina
$249K – – –
BAM
138
Belpointe Asset Management
Nevada
$248K -$46.2K -1,107 -16%
AWA
139
Arete Wealth Advisors
Illinois
$239K -$112K -2,662 -32%
DAS
140
Dynamic Advisor Solutions
Arizona
$236K +$236K +5,657 New
SFG
141
StrategIQ Financial Group
Indiana
$235K +$235K +5,639 New
DADC
142
D.A. Davidson & Co
Montana
$234K -$38.6K -927 -14%
SCA
143
Snowden Capital Advisors
New York
$229K -$3.71M -89,061 -94%
CBFP
144
Cedar Brook Financial Partners
Ohio
$223K -$37.4K -898 -14%
RI
145
Ridgewood Investments
New Jersey
$219K -$13.1K -315 -6%
MWA
146
Meridian Wealth Advisors
Texas
$217K -$2.68M -64,274 -93%
DIA
147
Dana Investment Advisors
Wisconsin
$216K -$36.3K -871 -14%
WEC
148
Winslow Evans & Crocker
Massachusetts
$212K -$60.6K -1,457 -22%
MWM
149
Minot Wealth Management
Massachusetts
$212K +$212K +5,100 New
Creative Planning
150
Creative Planning
Kansas
$200K -$3.41K -82 -2%
4 5
6
7 8