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Invesco S&P MidCap Low Volatility ETF

219 hedge funds and large institutions have $845M invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 48 increasing their positions, 95 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+21
Holders Change %
+10.61%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
49
Increased
48
Reduced
95
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DBRC
126
D.B. Root & Company
Pennsylvania
$365K +$1.64K +34 +0.4%
SPP
127
Single Point Partners
Massachusetts
$353K +$48 +1 +0%
GWM
128
Gray Wealth Management
Maine
$342K
EFL
129
ERn Financial LLC
Wisconsin
$326K -$16.6K -346 -5%
AWA
130
Acorn Wealth Advisors
Michigan
$322K -$807K -16,753 -71%
NL
131
NWAM LLC
Washington
$322K +$322K +6,689 New
SHJ
132
Sharkey, Howes & Javer
Colorado
$320K -$131K -2,721 -29%
NFG
133
Next Financial Group
Texas
$315K -$68.5K -1,425 -18%
BAM
134
Belpointe Asset Management
Nevada
$314K +$28.1K +583 +10%
CSPIA
135
Cary Street Partners Investment Advisory
Virginia
$308K +$7.37K +153 +2%
MWM
136
Minot Wealth Management
Massachusetts
$303K +$57.7K +1,200 +24%
LWMG
137
Levy Wealth Management Group
Pennsylvania
$299K +$299K +6,210 New
PCFFS
138
Pacific Center for Financial Services
California
$298K -$13.7K -285 -4%
SA
139
SRH Advisors
Kansas
$297K -$25.3K -525 -8%
PD
140
Planning Directions
Pennsylvania
$296K +$296K +6,159 New
EC
141
Estate Counselors
Wisconsin
$294K -$453K -9,400 -61%
NFP
142
Novak Financial Planning
Maryland
$291K +$291K +6,056 New
MP
143
McDonald Partners
Ohio
$289K +$289K +6,000 New
AWA
144
Arete Wealth Advisors
Illinois
$284K +$11.1K +231 +4%
RFN
145
RDA Financial Network
Iowa
$268K -$103K -2,142 -28%
WEC
146
Winslow Evans & Crocker
Massachusetts
$265K +$19.9K +414 +8%
DAS
147
Dynamic Advisor Solutions
Arizona
$263K -$9.64K -200 -4%
FPFS
148
First Personal Financial Services
North Carolina
$261K -$26.5K -551 -9%
PB
149
Pinnacle Bancorp
Nebraska
$255K +$67.4K +1,400 +36%
WWM
150
Western Wealth Management
Colorado
$249K -$251K -5,212 -50%